Own a business, medical practice or rental properties.
We get your return right, keep you in the loop, pick up when you call…
Then, with Berkshire Money Management, help you cut your tax bill as low as possible in the future.
We work with you both in-person and virtually.
Who this is for
If any of the following apply to you...
Split time or have assets between two states.
Received stock options, RSUs, or an inheritance.
Have a revocable or irrevocable trust.
Are starting to earn $250k+ per year.
You're the type of person who gets the most from what we do.
Meet the team


About BMM Tax
BMM Tax collaborates with Berkshire Money Management - an investment and financial planning firm that's served the Berkshires for over 25 years. BMM founder Allen Harris partnered with Jared Grisé to build BMM Tax as the tax filing firm he wanted for himself and his financial planning clients.
Now, with BMM and BMM Tax working together, we're happy to help all our Berkshire neighbors get their returns done right and avoid unnecessary taxes... with tax professionals who actually call back.
