Serving families & businesses since 1986
Tax, accounting & wealth management under one roof.
Bernath & Rosenberg pairs disciplined tax and accounting work with fiduciary financial planning — one integrated team, accountable to your best interests at every step.
Fee-based advice
Starting at 1% AUM
The gap most firms leave open
Tax advice and wealth advice usually live in two disconnected places.
That split creates blind spots — decisions made in isolation, missed coordination between your CPA and your advisor, and strategy that reacts instead of plans ahead.
01
Tax filed in a vacuum
Your return gets prepared, but nobody connects it to your investment, retirement, or estate strategy for the year ahead.
02
Advice without accountability
Commission-based recommendations aren't required to put your interests first — and it's rarely obvious which kind you're getting.
03
Growth outpacing structure
As a business or family's finances grow more complex, informal, one-off advice stops being enough to protect what's been built.
What we do
Full-service tax, accounting & advisory
Core disciplines for business owners, executives, and not-for-profit organizations — built on four decades of practice.
01
Business & Individual Tax
Proactive tax planning and compliance for business owners, executives, and individuals — structured to reduce liability year-round, not just at filing time.
02
Audit & Assurance
Independent audit and assurance services that give lenders, boards, and stakeholders confidence in your financial statements.
03
Business Consulting
Strategic and operational guidance for owners navigating growth, transition, or structural change.
04
Business Process Outsourcing
Bookkeeping, controller-level oversight, and back-office accounting handled by our team so yours can focus elsewhere.
05
Not-for-Profit Services
Accounting, audit, and advisory tailored to the compliance and reporting demands of not-for-profit organizations.
Where tax meets wealth
Two disciplines, one accountable team
Choose where you're starting from — your tax and accounting needs, or a fiduciary plan for what you've built. Both are handled by the same firm, coordinated from day one.
For business owners
Tax & Accounting Advisory
Ongoing compliance and planning designed around your business's structure, not a once-a-year filing.
Start with Tax & AccountingFor families & retirees
Fiduciary Wealth Management
Financial, investment, and estate planning held to a fiduciary standard — we're legally obligated to put your interests first.
Start with Wealth ManagementAs featured in
Why clients stay for decades
A fiduciary standard, an integrated team.
- — Legally bound to your interests Our wealth management advice is held to a fiduciary standard — not a suitability standard. That's a legal obligation, not a marketing line.
- — Tax and wealth, coordinated Your CPA and your advisor work from the same file, so tax decisions and investment decisions are never made in isolation.
- — Four decades of continuity Founded in 1986, the firm has grown from a single office into four locations without losing the personal-service model it started with.
- — Collaborative, not siloed We work directly with your attorney, insurance agent, and other professionals so every part of your financial picture stays aligned.
Getting started
A straightforward first step
No obligation, no jargon — just a conversation about where your finances stand today.
01
Introductory call
Tell us about your business, your family, or both — and what's prompting you to look for a firm.
02
Review & assessment
We look at your current tax structure, filings, or portfolio to identify gaps and opportunities.
03
Plan proposal
You receive a clear recommendation — which services fit, and what working together would look like.
04
Ongoing partnership
Your dedicated team stays engaged year-round — not just at tax season — so plans adjust as your business and life do.
Questions
Frequently asked questions
A fiduciary is legally required to act in your best interest at all times. A broker held only to a suitability standard can recommend products that are merely "suitable," even if a better option exists. Our wealth management team operates under the fiduciary standard.
No — many clients start with one. Business owners often begin with tax and accounting; individuals and retirees often begin with wealth management. You can add the other discipline whenever it makes sense, and because both teams work from the same firm, nothing gets lost in the handoff.
Our wealth management services are fee-based, starting at 1% of assets under management. We'll walk through the exact structure for your situation during your initial consultation.
We have offices in Cedarhurst, NY; Lakewood, NJ; Airmont (Monsey), NY; and Miami, FL — and work with clients nationally regardless of location.
Yes. We provide accounting, audit, and advisory services specifically tailored to the compliance and reporting requirements not-for-profits face.
Start the conversation
Talk with a partner about your situation
Fill out the form and a member of our team will follow up to schedule your introductory call.