Get In Touch With Us Today - 516-494-4667
We Help Minimize Your Taxes & Maximize Your Wealth.
Schedule a complimentary consultation.
We'll conduct a comprehensive assessment of your financial situation, goals, and aspirations during our consultation.
Where You've Seen Us
Our Services
We offer a comprehensive range of services to cater to all your accounting, tax, and wealth management needs.
Accounting & Tax
Business Consulting
Individual Tax Services
Audit & Assurance
Business Tax Services
Not-for-Profit
Wealth Management
Wealth Management
Financial Planning
Risk Management
Estate & Legacy Planning
Retirement Plan Design
Family Office Services
ABOUT BERNATH
& ROSENBERG
Your Trusted Financial Partners
For more than 35 years, our team of over 100 accountants and financial planning professionals has helped business owners and affluent families handle complex situations by partnering with them as they move through the various stages of their lives.
Our knowledgeable and professional staff will assist in making sure your accounting and tax objectives, business challenges, investments, legacy plans, and charitable intentions are thoughtfully planned and properly executed.
At Bernath & Rosenberg, our goal is to address every concern in each interaction, fostering a lasting relationship with you and your family as your trusted advisor in accounting, tax, and wealth management.
We’re here for your financial guidance and wealth management goals.
Schedule your consultation with us today!
Our dedicated advisors will assist you in growing and protecting your wealth through expert accounting, wealth management, and/or tax guidance.
