Our Services

Professional Tax Preparation and Accounting Services in Palm Beach Gardens

Get accurate, reliable tax and accounting support from a local CPA who understands your financial goals and your business. At Bernstein Tax Group, we help individuals and small business owners simplify their finances, stay compliant, and plan ahead with confidence.

Tax and Financial Advisory Services

Filing taxes shouldn’t be stressful. Our CPA-led team handles every detail for you — from simple personal returns to complex business filings. We ensure accuracy, compliance, and the maximum deductions so you can keep more of what you earn.

Personal Returns from $299

Business Returns from $750

Includes:

  • Individual and corporate tax filings

  • IRS e-filing and compliance review

  • Year-round support for questions or audits

Tax Planning & Strategy

Smart tax planning can save you thousands each year. We work with individuals and small business owners to create proactive, year-round tax strategies that minimize liability and help you plan for the future.

Our Tax Planning Includes:

  • Entity structuring and optimization

  • Deduction and expense strategy

  • Year-end projection and tax savings review

  • Retirement and benefit planning for business owners

Stay ahead of IRS changes and keep more of what you earn — legally and strategically.

Bookkeeping & Accounting Services

Accurate books mean better business decisions. We handle your monthly bookkeeping, reconciliations, payroll, and reporting — so you can focus on running your business instead of managing spreadsheets.

Our Bookkeeping Services Include:

  • Monthly and quarterly bookkeeping

  • Financial reporting and budgeting

  • Payroll setup and reconciliation

  • Business performance tracking

We’ll make sure your numbers are clean, organized, and ready for tax season.

Fractional CFO Services

For growing businesses ready to take the next step, our Fractional CFO Services provide the financial insights and structure needed to scale — without the full-time cost.

Includes:

  • Cash flow forecasting and budgeting

  • Profitability analysis and growth strategy

  • Financial performance reviews with a CPA

Get high-level financial guidance tailored to your business stage and goals.

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