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About Us

Our office was saddened beyond belief with the passing of Margie in October of 2015. She was the founder of our business, our teacher, and our guiding light for 31 years. We must now carry on without her physical presence, but the memory of her methods, ethics, attention to detail, and the regard for her clients will live on.

Bill Bergstrom, RTRP
Bill Bergstrom is Margie’s husband and is a Registered Tax Return Preparer. He has been involved in the income tax world since 1986, handling tax return data entry for Margie for nine years before joining her in 1995 as a second preparer for the office. He is a graduate of the University of Minnesota – Duluth, and a childhood resident of Duluth as well, moving to the Twin Cities after their marriage in 1970. Bill enjoys sailing, music, playing the banjo, tennis, and riding his motorcycle.

Brian Bennett, RTRP
Brian has been working at Bergstrom Tax since 1998 and is a Registered Tax Return Preparer. He started out helping his aunt and uncle (Margie and Bill) during the tax season after graduating from the University of Minnesota with a degree in advertising. After five years in the advertising world, Brian discovered that taxes were his true passion and joined Bergstrom Tax full-time in 2004.

Brian lives in Shoreview with his wife Lindsey, daughters Natalie and Cameron, their cat Freddie and their dog Jameson. When he’s not working, he enjoys traveling, playing tennis, video games, movies, following sports (especially Gopher football) and playing fantasy football.

David Bergstrom, AFSP
David is Margie & Bill’s son. He holds an engineering degree from the U of M. His interest in the world of taxation began in 2009 when he and Brian created the electronic version of our tax forms business. This led to tax preparation when Margie’s illness prevented her from working a full schedule. David took it upon himself to become our expert on the very complex tax issues related to Obamacare. He is an avid golfer, plays tennis, enjoys sailing, and like Brian, Gopher football.

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