Tax Consulting


Expert tax planning and preparation are critical to your financial success. J. M. Bernardo & Associates has the technical knowledge, experience and resources to help you achieve your goals through strategies that minimize taxes and maximize earnings.

Wherever possible, we reduce your tax burden—not only the amount you pay, but also the time wasted grappling with increasingly complex tax compliance requirements. As a result, you are allowed productive time to operate your business and concentrate on your priorities. The result is value and confidence in your business and personal transactions. More importantly, we work with you in advance to properly structure business and personal transactions to comply with current tax law, while optimizing available tax benefits. Because we seek long-term, productive relationships with our clients, our advice is based on core values of honesty, integrity, and ethical behavior.

Call or email us today to schedule a consultation with one of our tax professionals.

J. M. Bernardo & Associates offers a comprehensive menu of tax preparation and planning services for individuals, small businesses, corporations and not-for-profits, including:

Services

  • State, federal, individual, and entity tax returns
  • Electronic filing
  • Payroll systems, calculations, and tax filings
  • Sales tax returns and consulting
  • Tax-exempt status applications and ongoing assistance