Bios - A&M Berk Tax Services, Philadelphia, PA

Bios

MARK T. BERRY – PARTNER

Mark T. Berry is a 1996 graduate of Temple University with a Bachelor’s Degree in Accounting and Finance. He became an Enrolled Agent with the IRS in 2000. Mark has also passed the Series 7 and Series 63 exams to work with his clients In areas of financial planning and budgeting. He is also a licensed real estate agent in Pennsylvania. His background in finance and real estate gives him an advantage over other tax preparers in that he understands the complexities of stock investments and rental real estate returns. He prepares all sole proprietors, partnerships, and LLC’s.

KYLE HOLLAND – PARTNER

Kyle began his career with A & M Berk in 1999 as a part-time preparer and student. Prior to joining A & M Berk, Kyle studied CIS and Marketing at Temple University. Followed by the success of A & M Berk’s newest office in the Kensington section of Philadelphia and finishing his studies at Temple, Kyle joined the A & M Berk team as a partner and full-time employee in 2002. Today, Kyle manages both Kensington and Mayfair offices.

DAVID MCDONALD – PARTNER

David is a 1988 graduate of Spring Garden College. He has over 20 years of tax experience and specializes in small business and corporate tax. In 1997, David became licensed to practice before the Internal Revenue Service as an Enrolled Agent and has been an active member of NAEA and PA Society of Enrolled Agents since 1998.

IAN T. SCOTT – PARTNER

Ian T. Scott is a licensed certified public accountant (CPA) with over 20 years of experience in the financial services industry, including 10 years with a large, local, top financial firm. Ian also serves as a financial coach to work with families to develop financial plans that eliminate debt, increase wealth, and work towards their financial goals. Ian works with real estate investors, landlords, and small business clients via tax planning and strategies to save money and achieve his clients’ business and personal goals.