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Business Coaching & Tax Preparation Services

If a CEO is the “quarterback” of your business, we are the “coach” who helps guide your company toward profitability.


Business Coaching & Consulting

Our leadership offers over thirty years of business experience to provide you with analytical capabilities that help you make the right business decisions. Our business consulting services range from analyzing your product mix and performance, coordinating business entity selection, or creating a plan to tackle your business debt. When you are ready to sell your business, we can provide support at every step.

Tax Planning & Preparation

We work with our clients year-round to develop and execute a money saving plan for your business. Our goal is to prepare your business for tax time, so you have plenty of time to implement constructive, money saving techniques. Read our monthly Small Business Bulletin to follow how evolving federal, state and local tax legislation affects your business. We are constantly identifying new ways to reduce federal, state or local tax liabilities.

Our Services

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Expect These Results with Team Bernstein

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Meet Team Bernstein

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