Our Services
Taxes Are Mandatory, Overpaying Isn't
At Bernath & Rosenberg, we do more than just enter numbers into tax software. We dive deep into your financial situation to uncover strategies that maximize your savings. After all, it’s not just about how much you earn; it’s about how much you keep. Our mission is to help you achieve your financial goals, and our committed team is here to support you every step of the way.
Partnership and Trust
Trusted By Thousands Of Clients
With over 35 years of experience guiding business owners and affluent families, Bernath & Rosenberg has built a legacy of trust and excellence in tax services. Our commitment to integrity and our deep relationships with clients have made us a trusted partner across generations. We understand that effective tax management is essential to preserving wealth, and our clients rely on us to safeguard their financial future.
Simplify Your Financial Life
Our Tax Services
We offer a comprehensive range of tax services tailored to meet the unique needs of businesses, individuals, and not-for-profit organizations. Our experienced team provides strategic guidance to help you navigate complex tax landscapes and maximize your savings with confidence.
Individual Tax Services
We help you navigate the complexities of federal, state, and local taxes by leveraging deductions, incentives, and credits to minimize your tax liability now and in the future.
Audit & Assurance
We provide thorough and efficient audit and assurance services to meet tax-related regulatory compliance requirements, helping you maintain accuracy and accountability.
Individual Tax Services
Our corporate tax planning professionals develop effective strategies with the goal to maximize tax savings, staying ahead of complex federal, state, and local tax laws to meet the needs of businesses of all sizes.
Not-for-Profit Tax Services
Our proficiency in not-for-profit compliance and planning helps your organization avoid tax-related issues, allowing you to focus on your mission without the burden of complex regulations.
Family Office Services (FOS)
Enhance your family’s financial well-being with personalized tax compliance services that manage your wealth efficiently and securely, with absolute confidentiality.