Since 2000, I've been the sole proprietor of Jeffrey A. Bernstein, DMD CPA/PFS in Newtown, CT. I currently assist more than 250 individuals and families with their tax preparation and financial planning needs, along with 75 sole proprietorships, partnerships, LLCs, and C and S corporations. Below is a brief snapshot of my professional experience and education prior to opening my full-time financial services practice.
2000 - Present
Jeffrey A. Bernstein, CPA/PFS
1992 - 2000
Michael J. Knight & Company
1988 - 1991
Jeffrey A. Bernstein, D.M.D.
1975 - 1988
Jeffrey A. Bernstein, D.M.D., P.C.
Became a Personal Financial Specialist
Became a Certified Public Accountant
Earned Master of Science in Accounting
Western Connecticut State University
Earned Doctor of Medicine, Dentistry
University of Connecticut
Earned Bachelor of Arts, Mathematics
University of Vermont
Member, Connecticut Society of Certified Public Accountants
Member, American Institute of Certified Public Accountants
Member, American Institute of Certified Public Accountants -- Personal Financial Planning Division
Past Chairman, Connecticut Society of Certified Public Accountants -- Personal financial Planning
Member, Connecticut Society of Certified Public Accountants -- Ad Hoc Committee on Commissions and Fees