Palm Beach Gardens, Florida · Family-owned for 25 years
Tax expertise for everything you’ve built.
Thoughtful tax preparation and proactive planning for individuals, families and business owners—delivered with the personal attention of a local firm.
★★★★★5.0 rated on GoogleFrom our Google reviews
Real words from clients who trust Bernstein Tax Group.
★★★★★“Johanna and Trisha are amazing people having some issues with a tax return they have gone above and beyond to help me . I can not speak highly enough of the staff and the attention they take to take care of there customers. wouldn't consider going anywhere else. Thank You so much Mark Whalen”
★★★★★“I have used Bernstein Tax Group for my taxes for 10 years. All interactions and communications with Bernstein Tax Group has always been professional. All my phone calls and emails have been addressed in a timely manner.”
★★★★★“Into writing this review to highly recommend the accountancy services offered by Bernstein Tax Group based on my personal experience.For more than 10 years I have been relying on the expertise of Trisha’s professional knowledgeable and helpful advice regarding both my personal and business tax needs.Her personalized approach and get attention to detail makes me feel confident in her abilities and I rely on her timely efficient and honest advice.Tricia communicates clearly and promptly to my concerns in a way that is easy for me to understand. Thank you Trisha (Bernstein Tax Group) for your excellent service throughout the years.”
Tax and business services
The right expertise, connected across your financial life.
From the annual return to decisions made throughout the year, our services work together to give you clarity and control.
Individual Tax Preparation
Experienced preparation of complex individual tax returns for high-net-worth clients in Palm Beach Gardens and across Palm Beach County.
Learn more 02Tax Planning & Mitigation
Proactive, year-round tax planning for business owners and high-net-worth individuals in Palm Beach Gardens, Jupiter and nearby communities.
Learn more 03Business Tax Services
Tax return preparation and planning for LLCs, S corporations, partnerships and C corporations in Palm Beach Gardens and Palm Beach County.
Learn more 04Trust & Estate Tax Returns
Careful Form 1041 income tax return preparation for trusts and estates serving fiduciaries and families in Palm Beach Gardens, Florida.
Learn more 05Bookkeeping
Reliable bookkeeping support for Palm Beach Gardens businesses that need clean financial records for decisions, lending and tax preparation.
Learn more 06Business Advisory
Practical financial and tax guidance for Palm Beach Gardens business owners making decisions about growth, cash flow and structure.
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A local family firm
Personal attention backed by 25 years of experience.
Trisha Bernstein and the Bernstein Tax Group team help Palm Beach Gardens clients navigate complex returns and make better-informed tax decisions. The relationship is personal, the work is careful, and the goal is always to help you plan ahead with confidence.
- High-net-worth tax experience
- Business-owner perspective
- Year-round planning focus
- Palm Beach Gardens service
Start with a conversation