Year in Review

2012 marked the 25th year that Bergan Paulsen has operated as Bergan Paulsen following the 1987 merger of Murley, Bergan & Company and Smith, Paulsen & Evans.  As with many businesses and professions, much has changed.  What was once done with pen and paper has now been replaced by intricate computer software.  Today, we are recognized as one of the most trusted and respected CPA firms in Eastern Iowa offering everything from tax, assurance, accounting & payroll and technology services to business consulting.  We have grown from a local accounting firm to a regional operation that works with clients to help them meet their personal and professional goals.

As we reflect on how we got here, the answer is simple - our people.  The people who make us successful are the same people who have made us an employer of choice and, this year, put us on the Inc. 5000 List of Fastest Growing Companies in the country.

Our People:

In 2012 we have grown our pool of talent giving way to an even deeper and more knowledgeable team.  We welcomed Norton Gegner and his staff through a merger with Gegner Company, and in turn a new office in the Greater Des Moines metro area.  We won many awards from Top Employer recognition in the Cedar Valley to runner-up as the top accounting firm in the Corridor. 

Our Clients:

This year we completed a research project that asked our clients how we were doing.  This task is not something we ever take lightly, and this year was no different.  We heard what you had to say, and are continuing to add additional value and services thanks to your insight.

Looking Ahead:

Hopefully, as you read this, the tax situation has been firmed up in Congress and the cloud of the unknown has been lifted.  Either way, know that we are going to be here to help you navigate the changes.  If you have not contacted us regarding end-of-year tax planning, please do so today!

Finally, thank you!  Thank you for being a friend, client and community member.  Thank you for making us successful for over 25 years. 

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Dave Happel, Managing Partner   |   dhappel@berganpaulsen.com 

As the managing partner at Bergan Paulsen, Dave specializes in active listening to all of his clients – businesses, individuals, partners and employees.  With acute business acumen, Dave is able to put his experience to use in providing direction for our firm and clients.  His always-prepared philosophy translates to excellent client service.  Read more about Dave.