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


Our Mission

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

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!).

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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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


Blog

Need Financial Guidance?

Get in Touch with Our Team!

“You deserve the best!”

Michael Bernstein, EA, MBA
Principal

Nancy Ward, EA
Principal

Rachel Garcia, EA
Tax Expert

Anna Waynshtain, EA
Tax Expert