Our leadership offers over thirty years of experience to provide you with analytical capabilities that will help you make the right business decisions.
Tax Services for Business Owners
Financial & Accounting Services for Business Owners
Expect These Results
- Lower your cost of capital
- Improve cash flow
- Improve profit margin
- Make wiser & cost efficient asset acquisitions
- Plan for the future
- Stay competitive & cutting-edge
- Improve revenue
- Maximize efficiency
- Successful management of your company
- Minimize taxes
- Minimize worries on compliance
- Reduce taxes
- Understand your numbers better
- Understand where your money goes
- Accumulate wealth
- Protect your family’s financial future
- Lower your taxes
- Future planning to reduce taxes
- Sleep better at night
- Safeguard your family’s future
- Secure your child’s education
- Financial Security
Business Consulting
- Business tax planning
- Business tax preparation & forecasting
- Back year tax filings
- Federal & state collection representation
- Audit representation
- Debt structuring
- Financial statement analysis
- Product mix analysis
- Purchase vs lease analvsis
- Asset restructuring
- Industry benchmarking
- Fixed vs. Variable cost analysis
- Technology improvements
Business Services
- Payroll service & sales tax
- Quarterly reporting
- Business tax planning & forecasting
- Quarterly cash reports
- Pension planning
- Cross purchase planning
- Succession planning
- Business Registration
- Bookkeeping services
- Business tax preparation
Entity choice & set-up - Advice to streamline your processes
Individual Services
- Individual tax preperation
- Federal & state collection representation
- Audit representation
- Individual tax planning
- Estate planning
- Insurance planning
- College planning
- Retirement planning
- Cash flow planning
Personal Finance Planning
We offer six essential categories of personal finance planning exclusively for our clients.
![personal-accounting-services](http://bernsteinfinancial.com/wp-content/uploads/2023/09/personal-accounting-services-e1694459680137.jpg)
![the-construction-accountant](http://bernsteinfinancial.com/wp-content/uploads/2021/11/the-construction-accountant-1024x1024.jpg)
Construction Specialty
We specialize in financial services for construction development, general contractors & real estate brokers.
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.