Bee Bergvall & Co.

09/29/2026

As we approach the 4th Quarter, it's crucial to engage in effective tax planning. This is the perfect time for businesses and individuals to review their financial positions, identify potential tax-saving opportunities, and prepare for the upcoming tax season. Schedule your year-end planning appointment by November 1, 2026, to ensure a smooth process.

https://conta.cc/4ziAqKT

Email from Bee, Bergvall & Co./Catalyst Center for Nonprofit Q4 Planning for Your Business 4th Quarter Tax Planning The fourth quarter is a great time to pause, review the year so far, and plan ahead.

08/07/2026

We at Bee Bergvall are excited to have Josh as part of C12!

We are thrilled to welcome Joshua Goodyear to C12 Philadelphia!

Joshua joins as a Key Player member - part of a select group of rising leaders and key influencers within their organizations. He serves as Strategic Advisor at Bee Bergvall & Co., CPAs.

In his advisory role, Joshua works with clients on growth strategy, business planning, and long-term success - exactly the kind of purposeful, people-focused work that makes C12 communities thrive.

We look forward to learning more of Joshua’s story and seeing the impact he will make in this group! We are so excited to walk alongside Joshua in this next chapter. Welcome!

07/27/2026

Our Richboro Office has moved! Please reach out to our Warrington location.
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Email from Bee, Bergvall & Co./Catalyst Center for Nonprofit Our Richboro Office has Moved! We have consolidated our offices into one location. Please direct all correspondence to our Warrington Offic

07/23/2026

New mileage rates and easier penalty relief from the IRS starting July 2026!

Email from Bee, Bergvall & Co./Catalyst Center for Nonprofit IRS Changes Mileage Rates beginning 7/1/26 Standard Mileage Rates Raised for Second Half of 2026 Higher fuel prices prompted the IRS to rai

06/25/2026

Elevate your meetings with 7 essential practices!

Email from Bee, Bergvall & Co./Catalyst Center for Nonprofit plus-PA Annual Filing Report 7 Practices for Successful Meetings by Amber Johnson New research shows that 11 million meetings happen every

05/26/2026

Don’t miss Catalyst NPU, our nonprofit university-style conference on June 8, 2026! Learn, connect, and grow!
https://conta.cc/4adjUBt

Email from Bee, Bergvall & Co./Catalyst Center for Nonprofit At Bucks County Community College, Newtown, PA   Catalyst NPU 2026 June 8, 2026 Bucks County Community College, Newtown, PA 18940 Hosted in

04/30/2026

SCAM ALERT

Please be cautious when responding to IRS notices as there are a number of bad actors out there.

Of particular note, the is the CP53E Notice. The CP53E Notice is sent when the IRS cannot issue your tax refund via direct deposit, and scammers are taking advantage of this.

If you receive an IRS notice-especially if it has a QR Code directing you to enter personal information, you should proceed with caution.

If you receive an IRS notice of any kind and are unsure whether it is legitimate, please contact our firm and your preparer before taking action. We can help you verify the notice, confirm what it requires, and respond appropriately.

How to Verify a CP53E or any IRS Notice

There are three reliable ways to confirm whether a notice is legitimate:

Log into your IRS Online Account. A copy of any real notice will appear in your secure file at irs.gov/payments/your-online-account.
Call the IRS directly. The official number is 1-800-829-1040.
Check refund status. Use the official Where's My Refund? tool on irs.gov.

04/22/2026

Catalyst NPU is back!! https://conta.cc/3QlhREB

Email from Bee, Bergvall & Co./Catalyst Center for Nonprofit Our 1/2 day conference is back!   Catalyst NPU 2026 June 8, 2026 Hosted in Partnership with The Council of Southeastern Pennsylvania, Inc.