Henry+Horne is the very best accounting firm in Arizona. We have more women partners than any other firm, and because we’re locally owned, we can be a lot more responsive in treating our clients as individuals and not trying to put people into a box that fits with the corporate model.

About Candace

Candace Berg Tooke specializes in estate, gift + trust planning for high net worth individuals and business owners. She consults on income tax planning and compliance, business succession planning and works with her clients’ other advisers to keep complicated business and estate planning structures operating smoothly.

Candace also works with families following the death of a loved one to administer the estate plan, prepare necessary tax filings and help allocate assets. Her goal is to show her clients how much she cares and to nurture them through the process of doing tax work and necessary estate administration, but with warmth and empathy during difficult times.

Before joining Henry+Horne in 1999, Candace spent eight years at an estate and trust law firm which gave her a strong foundation for advising clients in their estate planning. She also worked for a national CPA firm as well as local CPA firms and had her own practice.

Candace is passionate about giving back to the community because she sees how her clients’ efforts really make a difference and it allows her to add value in helping them plan so that their dollar goes further with a tax benefit.

When she’s not working, Candace enjoys going to museums and aquariums, especially with her family. She also loves spending time outdoors enjoying nature.

Education

Arizona State University, Bachelor’s degree, Magna Cum Laude

Affiliations

American Institute of Certified Public Accountants

Arizona Community Foundation, Professional Education Series Planning Committee

Arizona Society of Certified Public Accountants

Central Arizona Estate Planning Council

Desert Botanical Garden, Planned Giving Committee

Did you know?

What was the first thing you ever won?

Poster contest – 5th grade.

What do you hate the sound of?

An air horn.

What dish do you cook well?

Macaroni and cheese.

What junk food is your weakness?

Jelly Belly jelly beans – flavor – Juicy Peach.

Articles by Candace Berg

Get Unstuck - Take Action on Your Estate Plan
September 2015
The Basic Tools of Estate Planning
January 2014
Donating Property? Don't Skimp on the Appraisal
December 2013
Estate Planning in 2013: The Clouds Have Lifted
July 2013
Eight Tips for Naming Beneficiaries
May 2012
This Type of Trust Succeeds at 'Failure'
October 2011
Giving Gifts of Property to Charity
February 2010
How to Address Eldercare Issues
December 2009
Arizona Tax Amnesty
May 2009