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About Bernstein Financial Services

Bernstein Financial Services Inc is an accounting and tax firm that helps business owners meet their financial goals in their personal and professional lives.

Our mission is to provide pathways for your business to grow through actionable financial information. We create money saving strategies for our clients year-round, not just at tax time. Our firm supports over 2,300 business owners and their families. All of our clients have one goal in common: security and a debt-free life.

Learn more about our accounting and tax services.

Since investing in his father’s accounting firm in 1987, Mike has gained deep insights into personal and business financial management. When Mike Bernstein is not at his offices in Los Angeles or San Diego, he can be found snowboarding, wakeboarding, running, or training for a triathlon. He shares tax advice on his YouTube channel The Working Out Accountant. Ask Mike about his longest run… (it was 100 miles in 28 hrs!)

Nancy Ward EA is the Vice President of Bernstein Financial Services. Since she became an Enrolled Agent in 1998, she has helped thousands of construction contractors and developers save money. Known as The Construction Accountant on LinkedIn, Nancy knows exactly what it takes to turn any situation into a better one.

Rachel Garcia EA and Anna Waynshtain EA, Executive Officers