Full-Service Financial Planning with Jeffrey A. Bernstein
Whether you need help with your tax preparation, guidance with your investments, or assistance setting up an employee health care plan, I can help. Below is a brief list of the financial planning services I provide. To discuss your specific financial goals, please call me at 1 (203) 426-6140 or e-mail me at jeffrey@bernsteincpa.net. I look forward to working with you.
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Personal Financial Planning Services
- Tax Preparation
- Retirement and Estate Planning
- Cash Management
- College Fund Planning
| Small Business Financial Planning Services
- Tax Preparation
- Cash Management
- Payroll Services
- Equipment leasing and purchasing
- Asset sales and liquidation
- Succession
| Financial Planning Services for Healthcare Providers
- Tax Preparation
- Cash Management
- Payroll Services
- Equipment leasing and purchasing
- Asset sales and liquidation
- Buying and merging healthcare provider practices
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