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About Us

Background

For over 20 years Bernstein Financial Services, Inc. has been providing quality individual and business tax preparation. Bernstein Financial Services, Inc.’s expertise ranges from basic tax preparation and accounting services to more in-depth services, such as tax audits, cash flow and financial planning, and estate and gift tax planning.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Bernstein Financial Services Inc. is dedicated to meeting these goals with high standards of excellence and professionalism.

Our Team

Michael Bernstein, EA, MBA

 

Nancy Ward, EA

 

Jennifer Coats, EA

 

Rachel Wareham, EA