Business Details
40 Years
experience
Your Trusted Partner for Accounting & Financial Solutions
Bernath & Rosenberg has been a trusted name in accounting, tax, and wealth management for over 35 years. Founded in 1986 by Jim Bernath and Jacob Rosenberg, our firm combines decades of experience with a client-first philosophy to deliver personalized financial solutions. Our team of Certified Public Accountants, Certified Financial Planners, and industry specialists serves business owners, affluent families, and not-for-profit organizations, offering expertise in tax compliance, financial planning, and business consulting. We prioritize integrity, transparency, and tailored advice, ensuring clients navigate complex financial landscapes with confidence. With offices in Cedarhurst, Lakewood, Monsey, and Miami, we leverage technology to support clients nationwide.Our commitment to excellence is reflected in our long-standing client relationships and a reputation for solving intricate financial challenges. We continuously adapt to evolving tax laws and market dynamics, providing forward-thinking strategies that align with individual and business goals. Our multidisciplinary approach integrates accounting, tax, and wealth management to safeguard and grow client assets. Recognized for our dedication to ethical standards and community involvement, we remain focused on empowering clients to achieve financial security and legacy preservation.
Services
Business Consulting
Business Tax Services
Individual Tax Services
Not-for-Profit
Family Office Services
Wealth Management
Financial Planning
Risk Management
Estate Planning
Charity Giving
Details
- Year established: 1986
Highlights and features
- We offer 35+ years of experience in accounting and wealth management.
- Our team includes CPAs and CFPs with specialized expertise in tax planning.
- We provide personalized solutions for business owners and affluent families.
- Our multidisciplinary approach integrates accounting, tax, and financial planning.
- We maintain a client-first philosophy with a focus on long-term relationships.
Services
Business Tax Services
Our Business Tax Services specialize in corporate tax compliance and strategic planning. We help businesses of all sizes navigate complex federal, state, and local tax laws to maximize savings and ensure regulatory compliance. Our team stays ahead of evolving tax regulations, offering tailored strategies that reduce liabilities and support long-term financial growth for clients.
Wealth Management
Wealth Management at Bernath & Rosenberg focuses on holistic financial planning for individuals and families. We integrate tax strategies, investment management, and estate planning to preserve and grow wealth. Our advisors provide personalized guidance to align financial goals with market opportunities, ensuring clients achieve security and legacy objectives through customized, data-driven solutions.
Estate Planning
Estate Planning services ensure clients protect and transfer wealth efficiently. We design tailored strategies that address tax implications, asset distribution, and family needs. By combining legal and financial expertise, we help clients create durable legacies while minimizing estate taxes and administrative complexities for future generations.
Family Office Services
Family Office Services cater to high-net-worth families with comprehensive financial management. We handle tax compliance, bill paying, document management, and education planning, all while maintaining strict confidentiality. Our goal is to simplify complex financial lives through centralized, personalized support that adapts to evolving family and business needs.
Not-for-Profit Tax Services
Not-for-Profit Tax Services address the unique challenges of charitable organizations. We assist with compliance, fundraising strategies, and regulatory reporting to ensure mission continuity. Our experts navigate complex tax codes, allowing nonprofits to focus on their core objectives while maintaining financial transparency and accountability.
People
Jim Bernath
Founder & Partner Emeritus
Jim Bernath co-founded Bernath & Rosenberg in 1986 with a vision of providing exceptional accounting and financial advisory services. As a CPA and CFP, he specialized in strategic tax solutions for businesses and affluent families, building a legacy of client trust and industry excellence over 40 years.
Jacob Rosenberg
Founder & Partner
Jacob Rosenberg, a CPA and CFP, co-founded the firm in 1986. He expanded its services to include wealth management, leveraging 40 years of experience in tax law and financial planning. His client-centric approach emphasizes personalized strategies for business owners and high-net-worth individuals.
Benjamin Berger
Partner
Benjamin Berger, a CPA, specializes in tax and wealth management. With decades of experience, he provides strategic financial advice to businesses and individuals, focusing on long-term growth and tax efficiency while maintaining a commitment to client service.
Joe Schuck
Partner
Joe Schuck, a CPA, focuses on tax consulting and compliance. He brings extensive expertise in navigating complex tax regulations, offering tailored solutions to clients. His career spans decades, emphasizing precision and client trust in every financial strategy.
Aaron Katz
Partner
Aaron Katz, a CPA, manages the tax team and specializes in tax efficiencies and due diligence. With over 20 years at the firm, he develops personalized strategies for clients facing complex tax situations, prioritizing their long-term financial success.
Questions
What services does Bernath & Rosenberg offer?
We provide accounting, tax, and wealth management services for businesses, individuals, and nonprofits, including financial planning, estate strategies, and family office support.
How does Bernath & Rosenberg support business owners?
We offer tailored tax planning, business consulting, and succession strategies to help owners grow their businesses while preparing for retirement and wealth transfer.
What distinguishes your tax services from competitors?
Our CPAs and CFPs combine deep tax expertise with personalized financial planning, ensuring compliance while optimizing savings for individuals and corporations.
Do you serve clients outside New York and New Jersey?
Yes, we work with clients nationwide through virtual meetings, leveraging technology to provide seamless accounting and financial planning services.
What credentials do your advisors hold?
Our team includes Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), and specialists with designations like Personal Financial Specialist (PFS).
