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BERNSTEIN FINANCIAL SERVICES
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BERSTEIN FINANCIAL SERVICES
We strive to provide information that helps your company succeed.
ABOUT US CONSULTATIONS

For over 30 years

Bernstein Financial Services, Inc. has provided individual and business tax preparation services. Our expertise ranges from basic tax preparation and accounting services to more in-depth services, such as tax audits, cash flow and financial planning, and estate and gift tax planning.


Our Mission

Deliver 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.
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TRUSTED CLIENTS

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YEARS IN BUSINESS

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TEAM

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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

California-Prop 19

Tax & Estate Planning After Proposition 19 in California

 Tax & Estate Planning After Proposition 19 in California 540 540 BERNSTEIN FINANCIAL SERVICES 2019

On November 3, 2020, California voters approved Proposition 19. Here are the highlights you should know.

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Podcast: Your Partner In Success

 Podcast: Your Partner In Success 866 726 BERNSTEIN FINANCIAL SERVICES 2019

Mike Bernstein spoke to Denise Griffitts, host of Your Partner In Success podcast.

Making the Most of Your IRA: An important charity deduction

 Making the Most of Your IRA: An important charity deduction 1500 1001 BERNSTEIN FINANCIAL SERVICES 2019

Those of you that are retired, taking minimum distributions and you also give to charity but you don’t itemize, you’re not getting that charity deduction.

Estimating charity contributions

Estimating Charity Contributions

 Estimating Charity Contributions 430 356 BERNSTEIN FINANCIAL SERVICES 2019

What I see most of all is the deductions estimated incorrectly. By and large, people undervalue clothes and they overvalue the other goods. So unless you know the exact value of the other goods, be sure to ask your tax professional.

mike personal finance ebook

Join Our Newsletter

 Join Our Newsletter 1920 1080 BERNSTEIN FINANCIAL SERVICES 2019

Join our newsletter to receive monthly tax and financial planning updates,

Webinar-Tax-Return

Webinar: Advice on Filing Your Small Business Tax Return

 Webinar: Advice on Filing Your Small Business Tax Return 800 802 BERNSTEIN FINANCIAL SERVICES 2019

By the end of this 50-minute webinar, you’ll understand what you need to do to maximize your tax savings. Send us your questions in advance!

gift-taxes

What You Need To Know About Gift Taxes

 What You Need To Know About Gift Taxes 800 800 BERNSTEIN FINANCIAL SERVICES 2019

Iif you give less than $15,000 in 1 year, you don’t have to fill out any paperwork. If you give more than $15,000 in 1 year, you’re supposed to fill out a form called 709 Gift Tax Return and there’s no tax to pay if you’re under the exclusion.

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Tax Considerations for Living Trusts

 Tax Considerations for Living Trusts 400 400 BERNSTEIN FINANCIAL SERVICES 2019

What Is A Living Trust? A living trust is also referred to as a revocable living trust. The reason that they’re called that is because while you’re alive and feeling well, not incapacitated, you can revoke them and change them. A lot of people wonder why they might need a living trust? How does it save…


Get in Touch with Our Team!

7120 Hayvenhurst Ave # 316

Van Nuys, CA 91406

Phone: (818) 997-8622

“You deserve the best!”

Michael Bernstein, EA, MBA
Principal

Nancy Ward, EA
Principal

Rachel Garcia, EA
Tax Expert

Anna Waynshtain, EA
Tax Expert

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