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.
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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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
Podcast: Born To Talk with Marsha Wietecha
Podcast: Born To Talk with Marsha Wietecha https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2021/03/2020-tax-season-FB.jpg?time=1618439479 1080 1080 BERNSTEIN FINANCIAL SERVICES 2019 https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2021/03/2020-tax-season-FB.jpg?time=1618439479Do you have a personal finance plan? If you do, how often should you revisit it? How about long-term health care insurance? Mike Bernstein answers all of these questions and more with Marsha Wietecha on the #BornToTalk post. Listen Now
Tax & Estate Planning After Proposition 19 in California
Tax & Estate Planning After Proposition 19 in California https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2021/02/Californias-Prop-19.jpg?time=1618439479 540 540 BERNSTEIN FINANCIAL SERVICES 2019 https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2021/02/Californias-Prop-19.jpg?time=1618439479On November 3, 2020, California voters approved Proposition 19. Here are the highlights you should know.
Podcast: Your Partner In Success
Podcast: Your Partner In Success https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2021/01/accounting-firm-van-nuys.png?time=1618439479 866 726 BERNSTEIN FINANCIAL SERVICES 2019 https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2021/01/accounting-firm-van-nuys.png?time=1618439479Mike 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 https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2019/11/bernstein-financial-mike-bernstein-marker-board-smiles.jpg?time=1618439479 1500 1001 BERNSTEIN FINANCIAL SERVICES 2019 https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2019/11/bernstein-financial-mike-bernstein-marker-board-smiles.jpg?time=1618439479Those 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 https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2021/01/Estimating-charity-contributions-e1611780458991.png?time=1618439479 430 356 BERNSTEIN FINANCIAL SERVICES 2019 https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2021/01/Estimating-charity-contributions-e1611780458991.png?time=1618439479What 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.
Join Our Newsletter
Join Our Newsletter https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2020/12/mike-personal-finance-ebook-.png?time=1618439479 1920 1080 BERNSTEIN FINANCIAL SERVICES 2019 https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2020/12/mike-personal-finance-ebook-.png?time=1618439479Join our newsletter to receive monthly tax and financial planning updates,
Webinar: Advice on Filing Your Small Business Tax Return
Webinar: Advice on Filing Your Small Business Tax Return https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2020/12/Webinar-Tax-Return.png?time=1618439479 800 802 BERNSTEIN FINANCIAL SERVICES 2019 https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2020/12/Webinar-Tax-Return.png?time=1618439479By 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!
What You Need To Know About Gift Taxes
What You Need To Know About Gift Taxes https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2020/12/Gift-Taxes.png?time=1618439479 800 800 BERNSTEIN FINANCIAL SERVICES 2019 https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2020/12/Gift-Taxes.png?time=1618439479Iif 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.
Tax Considerations for Living Trusts
Tax Considerations for Living Trusts https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2020/11/What-is-living-trust.jpeg?time=1618439479 400 400 BERNSTEIN FINANCIAL SERVICES 2019 https://secureservercdn.net/198.71.233.106/lkc.4e7.myftpupload.com/wp-content/uploads/2020/11/What-is-living-trust.jpeg?time=1618439479What 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
