Renee Berg
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Renee Berg Email & Phone Number

Enrolled Agent Tax Professional | 501(c)(3) public charity Executive Director of Operations at Wisconsin Student Success Initiative
Location: West Bend, Wisconsin, United States 5 work roles 1 school
1 work email found @clientfirstria.com 2 phones found area 262 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email r****@clientfirstria.com
Direct phone (262) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Enrolled Agent Tax Professional | 501(c)(3) public charity Executive Director of Operations
Location
West Bend, Wisconsin, United States

Who is Renee Berg? Overview

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Quick answer

Renee Berg is listed as Enrolled Agent Tax Professional | 501(c)(3) public charity Executive Director of Operations at Wisconsin Student Success Initiative, based in West Bend, Wisconsin, United States. AeroLeads shows a work email signal at clientfirstria.com, phone signal with area code 262, and a matched LinkedIn profile for Renee Berg.

Renee Berg previously worked as Executive Director of Operations at Wisconsin Student Success Initiative and Independent Business Owner at Ra3 Tax Services Llc / Ra3 Consulting. Renee Berg studied at Moraine Park Technical College.

Company email context

Email format at Wisconsin Student Success Initiative

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{first}@clientfirstria.com
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AeroLeads found 1 current-domain work email signal for Renee Berg. Compare company email patterns before reaching out.

Profile bio

About Renee Berg

My name is Renee Berg, and my mission is to help my community keep its financial & educational goals on track. I'm an enrolled agent, which is the highest credential the IRS awards to tax professionals. I have 20+ years experience helping taxpayers remain in good standing with federal and state taxing authorities while paying the least amount of tax legally possible.I also led the campaign to start a non-profit organization called Wisconsin Student Success Initiative, whose purpose is to connect students of all ages with the tools/resources they need to successfully pursue their desired education and career paths. Now that the IRS and State of Wisconsin have approved our request to operate as a 501(c)(3) public charity, my long-term goal is to eventually establish at least one Wisconsin Student Success Initiative community service site in every county across the State.

Listed skills include Home Based Business, Business Opportunity Evaluation, Business Planning, Fundraising, and 3 others.

Current workplace

Renee Berg's current company

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Wisconsin Student Success Initiative
Wisconsin Student Success Initiative
Enrolled Agent Tax Professional | 501(c)(3) public charity Executive Director of Operations
AeroLeads page
5 roles

Renee Berg work experience

A career timeline built from the work history available for this profile.

Executive Director Of Operations

Current

Jackson, Wisconsin, United States

Mentoring WI students of all ages as they pave their path to success.

May 2023 - Present

Independent Business Owner

Current
Ra3 Tax Services Llc / Ra3 Consulting

West Bend, Wi

Tax Planning/Tax Preparation/Tax Resolution services for individual and small business clients

Oct 2010 - Present

Human Resources And Payroll Manager | Accountant

Hartford Healthcare Center

Hartford, Wi

Manage all HR functions including union and non-union benefits, Worker Compensation claims, FMLA, and employee orientation. Processed bi-weekly payroll for approximately 100 employees utilizing the Kronos timekeeper system and PeopleSoft HR system. Processed / reconciled facility accounts payable and accruals. Maintained RFMS (Resident Fund Management Service) - an in-house Wachovia bank "branch" for our residents. Performed census and accounts receivable duties in the Business Office Manager's absence.

Mar 1989 - Oct 2011

Tax Professional

West Bend, Wi

Served five tax seasons preparing returns and offering tax advice to individual and small business H&R Block clients.

Jan 2002 - Apr 2006
1 education record

Renee Berg education

FAQ

Frequently asked questions about Renee Berg

Quick answers generated from the profile data available on this page.

What company does Renee Berg work for?

Renee Berg works for Wisconsin Student Success Initiative.

What is Renee Berg's role at Wisconsin Student Success Initiative?

Renee Berg is listed as Enrolled Agent Tax Professional | 501(c)(3) public charity Executive Director of Operations at Wisconsin Student Success Initiative.

What is Renee Berg's email address?

AeroLeads has found 1 work email signal at @clientfirstria.com for Renee Berg at Wisconsin Student Success Initiative.

What is Renee Berg's phone number?

AeroLeads has found 2 phone signal(s) with area code 262 for Renee Berg at Wisconsin Student Success Initiative.

Where is Renee Berg based?

Renee Berg is based in West Bend, Wisconsin, United States while working with Wisconsin Student Success Initiative.

What companies has Renee Berg worked for?

Renee Berg has worked for Wisconsin Student Success Initiative, Ra3 Tax Services Llc / Ra3 Consulting, Client First Tax And Wealth Advisors, Hartford Healthcare Center, and H&R Block.

How can I contact Renee Berg?

You can use AeroLeads to view verified contact signals for Renee Berg at Wisconsin Student Success Initiative, including work email, phone, and LinkedIn data when available.

What schools did Renee Berg attend?

Renee Berg studied at Moraine Park Technical College.

What skills is Renee Berg known for?

Renee Berg is listed with skills including Home Based Business, Business Opportunity Evaluation, Business Planning, Fundraising, Networking, Tax Preparation, and Online Research.

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