JEFFREY A. BERNSTEIN, CPA/PFS

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Client Corner

 
Welcome to Client Corner, where I regularly post important tax code updates and pertinent regulatory information.

If you have any questions about the information you see posted here, or if you'd like to discuss how changes to the tax code affect the financial health of your family or your business, feel free to call me at 1 (203) 426-6140 or e-mail me at
jeffrey@bernsteincpa.net.
If you prefer, you can get in touch with me using the form at the bottom of this page.

Document Library

NameDescription
DocumentForm W-9For requests of Tax ID# or SS#
DocumentTax Cuts & Jobs ActHighlights for changes from 2018 Jobs Act
DocumentTax Highlights for 2020 & 2021Client letter Tax/financial points of interest for 2020 & 2021
DocumentClient Tax Package for 2020Client organizer/questionnaire for 2020 tax season
DocumentIRA and pension highlightsHighlights of tax changes for pensions and IRAs 2020 &2021
DocumentConsolidated Appropriations Act of 2021New Tax law from December 2020
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