Jodi Berg

Jodi joined Boulay in 2001 and was promoted to senior manager in 2021. She assists businesses and individuals in tax planning strategies designed to minimize their tax liability in various industries, including construction, professional services and manufacturing. She specializes in Federal and state tax compliance for individuals and corporations, and she provides in-depth tax guidance to business and individual clients. Jodi also reviews income tax returns prepared by other staff and trains and supervises new tax staff.

INVOLVEMENT

• American Institute of Certified Public Accountants
• Minnesota Society of Certified Public Accountants
• Bloomington Living Hope Lutheran Church — Finance Committee Member

EDUCATION

• Minnesota State University – Mankato—B.S. Accounting
• Certified Public Accountant (CPA)