WELCOME TO
BERNSTEIN FINANCIAL SERVICES
"Our team is here to help you achieve your goals"
ABOUT US CONSULTATIONS
BERNSTEIN FINANCIAL SERVICES
“Time to learn how to use tax laws and accounting information to your advantage.”
ABOUT US CONSULTATIONS
BERSTEIN FINANCIAL
Bernstein Financial strives to provide information that helps your company succeed.
ABOUT US CONSULTATIONS
Let's go!
Contact us now and let's start planning
CONTACT US BOOK A CONSULTATION

Coronavirus Information For You
GET YOUR FREE PDF GUIDE HERE!

PDF SIGNUP

First Name
Last Name

Dear business owner,

Bernstein Financial is dedicated to assisting you with update information regarding the Coronavirus Aid, Relief, and Economic Security Act during this medical crisis, and the related economic crisis.  Personal financial challenges will vary based on each of your situations, and BFS will do our best to help you answer your questions.

Submit your email above to learn about the following items:

• Unemployment Benefits (for wage earners, self-employed and independent contractors).
• Stimulus checks (qualifications, expected date of receipt, etc).
• Revised tax filing due dates. Revised tax payment due dates.
• SBA loans (some partially forgivable) for self-employed and independent contractors.

Although many announcements have been made by the president and others, that does not mean the benefits are in place yet and can be administered immediately.

Use caution please and stay safe.

Sincerely,
Mike Bernstein          Nancy Ward

Tax and accounting business to help you be more profitable.


Our Mission

Provide quality tax, accounting and consulting services that will help clients succeed at their business.

Get a free consultation

Industry
Pitfalls

Let us help you fix the following problems you are experiencing:
• Receiving financial reports late, on a continual basis (we can help!).
• The reports you received do not help you manage your business (we can help!).
• You cannot reach your accountant for questions (we can help!).
• Your accountant does not want to meet with you to go over the reports and do planning (we can help!).
• Your tax filings are constantly on extension or late (we can help!).
• Your accountant does not help you with owner planning such as cross purchase agreements, succession planning, estate planning, insurance planning, retirement planning, etc (we can help!).
Learn More

Assistance
You Can Look Forward To

Some of the basic assistance you can look forward to:
• Work with lenders during construction, through construction financing and rent stabilization, and during rental period up to a disposition.
• Bill-pay and monitor accounts during the construction process.
• Produce cash flow reports based on construction forecasts from the general contractor.
0

TRUSTED CLIENTS

0

YEARS IN BUSINESS

0

TEAM

0

LICENSED TAX EXPERTS

BUSINESS CONSULTING

Lower Cost of Capital
Improve Cash flow
Improve Profit Margin
Wiser & Cost Effect Asset Acquisition.
Planning for future growth
Staying competitive/Cutting Edge
Improve Revenue
Maximize Efficiency

BUSINESS SERVICES

Successful Management of your Company
Minimize Taxes
Minimize worries on Compliance
Reduce Taxes
Understand my numbers better
Understand where the money goes
Wealth Accumulation
Protect your family’s financial future.

INDIVIDUAL SERVICES

Lower Taxes
Future planning to Reduce Taxes
Sleep better at night
Safeguard your Family’s future
Secure my child’s education
Financial Security

What our Clients
say about us

I have nothing but good things to say about Bernstein Financial.  Thru our multi-year relationship, they have been thoughtful, strategic, professional, and communicative.

Scott Delphey

BFS took our real estate business to another level with construction accounting, pro forma analysis and cost savings ideas. They’ve risen to every challenge and continue to provide all our tax returns, investor K-1’s while communicating regularly with our lenders.

S. Friedmann - Topanga Partners


Blog

What-is-living-trust.jpeg

What Is A Living Trust?

 What Is A Living Trust? 400 400 BERNSTEIN FINANCIAL SERVICES 2019

Good morning. This is Michael Bernstein of Bernstein Financial, Your Working Out Accountant. This morning this is a Sunday on Pacific Beach California, San Diego. Doing a jog of about four or five miles. This installment of your Tax Tips is on Living Trusts. This one is gonna be an introduction because it is multi-part, so…

Covid 19 Docs

 Covid 19 Docs 2298 1686 BERNSTEIN FINANCIAL SERVICES 2019

Coronavirus Information For You GET YOUR FREE PDF GUIDE HERE! Dear business owner, https://vimeo.com/403188831 Bernstein Financial is dedicated to assisting you with update information regarding the Coronavirus Aid, Relief, and Economic Security Act during this medical crisis, and the related economic crisis.  Personal financial challenges will vary based on each of your situations, and BFS…

Multi-Unit apartment construction

 Multi-Unit apartment construction 1500 1125 BERNSTEIN FINANCIAL SERVICES 2019

Cash flow from first shovel to rent stabilization: Having enough funds to handle cash flow disruptions during an apartment construction project can save money, time, trouble, and perhaps the entire project. In the construction phase, the construction loan company will constantly inspect to see that the progress of the project matches the request for funds…

Assembly Bill No. 5

 Assembly Bill No. 5 1500 993 BERNSTEIN FINANCIAL SERVICES 2019

The “Independent Contractors” (IC) issue has been a sticky issue for contractors and developers for a long time.  There are rules related to IC’s that originate with a contractor’s license, another set of rules that the State of California uses, and finally, a third set of rules utilized by the Federal Government (the IRS). The…

Syndication of Real Estate

 Syndication of Real Estate 1500 938 BERNSTEIN FINANCIAL SERVICES 2019

Do you have a project that needs more capital before you can move forward?  This is often the case.  Perhaps you know someone who owns land and would like to build an apartment building on the land.  The owner may not have enough funds to move through soft costs (or does not want to put…

Opportunity Zones

 Opportunity Zones 1500 1000 BERNSTEIN FINANCIAL SERVICES 2019

A new set of tax laws were recently passed expanding the tax rules commonly known as 1031 exchanges.  In the past, only investment real property qualified for the 1031 tax laws.  The new laws expanded the qualified property for exchanges to allow property such as stock gains to be deferred into real property construction projects…

1031 Exchanges

 1031 Exchanges 1500 844 BERNSTEIN FINANCIAL SERVICES 2019

A commonly used technique for deferring gain from one investment property to another is utilizing the code section known as 1031.  This code section allows owners of an investment property (rental property) to sell the property and defer the gain to another “like kind” property. There are a few important conditions, like identifying like kind…

Need Financial Guidance?

Get in Touch with Our Team!

CONTACT US

“You deserve the best!”

Michael Bernstein, EA, MBA
Principal

Nancy Ward, EA
Principal

Rachel Garcia, EA
Tax Expert

Anna Waynshtain, EA
Tax Expert

Enter your
text here