Trisha Bernstein
Founder
Trisha helps lead the firm's client relationships and brings a personal, detail-focused approach to individual and business tax needs.
About Bernstein Tax Group
A family firm built on careful work and lasting relationships.
Bernstein Tax Group
Local perspective. Year-round commitment.
Bernstein Tax Group is a family-owned tax practice based in Palm Beach Gardens, Florida. For 25 years, the firm has helped successful individuals, families and business owners approach their taxes with greater clarity.
Our work goes beyond preparing forms. We take time to understand how business activity, investments and personal goals fit together—then bring that context to tax preparation, planning and advisory conversations.
Clients work with a local team focused on responsiveness, accuracy and practical guidance. We serve Palm Beach Gardens, Jupiter, North Palm Beach and nearby Palm Beach County communities.
25 years
Serving individuals, families and businesses
Family-owned
Personal attention from a local firm
5-star rated
Trusted by clients on Google
Our team
The people behind the numbers.
A dedicated local team bringing care, continuity and practical experience to every client relationship.
Branden Bernstein
Founder
Branden works with clients on complex tax preparation, proactive planning and the decisions connecting business activity to personal goals.
Bianca
Office Manager
Bianca keeps the client experience organized, responsive and moving smoothly from the first conversation through each deadline.
Johanna
CPA
Johanna supports clients with careful tax work, clear communication and close attention to the details behind each filing.
Ashlee
Staff Accountant
Ashlee assists with accounting and tax preparation, helping organize financial information into accurate, useful work.
Leila
Bookkeeper
Leila supports consistent bookkeeping processes and helps keep client records organized, current and ready for review.
Start with a conversation