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Mary Berg
Manager
A certified public accountant, Mary brings more than a decade of experience assisting and advising high-net-worth and small business clients on their tax strategies—emphasizing savings and compliance. She works with a variety of industries, including medical, financial, real estate, and legal, and has significant experience interfacing with the IRS and state taxing agencies to help clients through the auditing process.
Mary holds a Master of Accounting degree from Kennesaw State University, a Master of Science in Geophysics degree from the University of Kansas, and a Bachelor of Science in Geophysics degree from the University of Minnesota. She is a Personal Financial Specialist (PFS) and is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.