Bernstein Tax Group

Your Trusted Accounting Agency

At Bernstein Tax Group, we provide tailored financial advisory and accounting services with a commitment to excellence, guiding you and your business through every step of your journey.

We Guarantee You Save More Than Our Fees, Or You Don't Pay!

Our Services:

Tax Preparation (Personal & Business Returns)

We expertly prepare individual and corporate returns—ensuring compliance while maximizing deductions and reducing tax liability.

Bookkeeping & Accounting

Maintain clean, organized financials with real-time tracking, reconciliations, and clear reports you can act on.

Tax Planning & Mitigation

Proactive strategies to lower your tax burden before year end — designed around your goals and changing laws.

Fractional CFO Services

Access seasoned financial leadership on demand: budgeting, forecasting, cash flow oversight, and growth planning.

Financial Advisory

Personalized guidance on investments, retirement, and wealth building, aligned with your long-term objectives.

Why Choose Us

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Experienced Professionals

Our team consists of highly qualified financial advisors and accountants with years of industry experience.

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Personalized Approach

We understand that every client is unique, which is why we tailor our services to your specific needs and goals.

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Client-Centric Focus

Your satisfaction and success are our top priorities. We are committed to delivering exceptional service and building long-lasting relationships.

Testimonials

Hear what our clients have to say

Hear what our clients have to say about their experience working with us.

Into writing this review to highly recommend the accountancy services offered by Bernstein Tax Group based on my personal experience. For more than 10 years I have been relying on the expertise of Trisha’s professional knowledgeable and helpful advice regarding both my personal and business tax needs.Her personalized approach and get attention to detail makes me feel confident in her abilities and I rely on her timely efficient and honest advice.Tricia communicates clearly and promptly to my concerns in a way that is easy for me to understand. Thank you Trisha (Bernstein Tax Group) for your excellent service throughout the years.

Judy Ramsawak
Judy Ramsawak
14-02-2025

Family owned. My family and myself have been using Bernstein Tax Group for numerous years. Always prompt and quick to respond to any questions. Highly recommend reaching out and using Bernstein Tax Group !!! You won’t want to use any another company.

Rick Berchiolly
Rick Berchiolly
15-02-2025

I have used Bernstein Tax Group for my taxes for 10 years. All interactions and communications with Bernstein Tax Group has always been professional. All my phone calls and emails have been addressed in a timely manner.

Marcia Ryan
Marcia Ryan
03-03-2025

I cannot speak highly enough of Bianca and Branden. Their professionalism and dedication to taking care of their clients are truly top-tier. For the past three years, I've entrusted them with my taxes, and I have never felt more at ease during tax season. As a first-time business owner, tax season is often a dreaded time, but not for me – all thanks to Bianca and Branden. Their deep expertise, combined with their genuine care for their clients' best interests, makes them stand out. They don't just handle my taxes; they provide invaluable guidance to ensure I stay in good standing with the IRS. They are so insightful with useful information, whether it’s about preparing for tax season or offering ongoing education to help me manage my business finances better. I would be COMPLETELY lost without their support. Their knowledge, professionalism, and willingness to go above and beyond for their clients make them an absolute asset. If you're looking for tax professionals who genuinely care and will always have your back, I highly recommend Bianca and Branden.

 Betsy landry
Betsy landry
05-06-2025

I have been using Bernstein Tax Group for over five years now for my accounting and tax needs. Trish and her staff are very responsive and make me feel confident when it comes to my personal and professional accounting needs. I recommend Bernstein Tax Group to everyone who asks for an accounting referral and feel confident with this referral.

 Sandra Wallace
Sandra Wallace
11-10-2018

Best accounting service I’ve used so far. Truly honest and want what’s best for their customers. Very prompt and great at keeping me updated with everything i have going on with them and not to mention saving me Thousands due to previous accountant mistakes!! Highly recommend if you think your accountant isn’t as efficient as they should be! Ask for Branden!

James Gulker
James Gulker
27-04-2019

Ready to take control of your finances?

Contact us today to schedule a consultation.

With nearly 5 decades of experience we guarantee we can save you time, keep your company safe from the IRS and help take your company to the next level!

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