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#
DocumentSecure Act 2.0Retirement Account changes
Document2025 Client letter/Questionnaire2025 Client letter/Questionnaire
DocumentClient letterClient letter
Document2025 Tax Bill2025 tax Bill
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