As a Partner at Bernstein & Punturo, LLP with over 25 years of experience in public accounting, I work closely with clients to address their most complex tax and accounting challenges. My firm and I draw on deep expertise to deliver practical, forward-thinking solutions that support growth, improve efficiency, and drive long-term success. We provide tax preparation services/tax consulting and advisory services to high-net-worth individuals, professional service firm owners, and closely held business leaders who rely on us for:
• Guidance on complex federal and state tax issues affecting their businesses and personal finances
• Strategic trust and estate planning to preserve and transfer wealth across generations
• Structuring and advising on real estate acquisitions, dispositions, and ownership to achieve tax efficiency
• Comprehensive support including tax compliance, accounting oversight and assistance in selection of types of entities tailored to long-term goals