Bernath & Rosenberg, P.C.

Financial Guidance for Your Business & Family

Accounting firm in Cedarhurst, NY (show on map)

5.0

★★★★★

4 reviews

For over 40 years, Bernath & Rosenberg has helped business owners & families answer all the financial questions they face each day.

Call (212) 221-1140

Navigate to Visit website

About

With over 40 years of experience, Bernath & Rosenberg provides personalized financial services including accounting, tax, audit, wealth management, and business consulting to help clients achieve their financial goals.

Fiduciary Wealth Management Advisors

Comprehensive Tax and Accounting Services

Customized Business Consulting

Extensive Industry Experience (over 40 years)

Personalized Financial Planning

Services

Accounting & Tax Services

Comprehensive accounting, tax, and audit services for individuals, businesses, and not-for-profit organizations.

Individual Tax Services Business Tax Services Audit & Assurance Not-for-Profit Tax Services Family Office Services

Wealth Management

Tailored wealth management and financial planning services for individuals and families.

Financial Planning Estate & Legacy Planning Charitable Giving Retirement Plan Design Education Planning Risk Management

Business Consulting

Strategic business advisory services to help businesses overcome challenges and seize opportunities.

Business Strategy Operational Efficiency Financial Analysis Risk Management

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER®

Since 1999

Personal Financial Specialist

Since 1999

Certified Public Accountant (CPA)

Since 1986

Reviews

Rating

★★★★★

Reviews

"Great firm, great service, great people."

Frequently Asked Questions

What services does Bernath + Rosenberg provide? +

We operate two primary divisions: Wealth Management and Tax/Accounting. Clients can engage with either or both, depending on their needs.

Do I need to use both Wealth Management and Tax/Accounting services together? +

No. Clients can choose to work with one division independently, though many benefit from the combined perspective of both teams.

How does the Wealth Management division work with clients? +

Our advisors help build comprehensive financial plans tailored to each client, covering investments, retirement planning, tax strategies, and estate considerations.

What is the fee structure for Wealth Management services? +

Our Wealth Management fees start at 1% of the assets we directly manage and invest on your behalf. As account sizes increase, the fee percentage decreases on a tiered basis. Tax and accounting services are billed separately.

How does the Tax/Accounting division support clients? +

We provide year-round tax compliance and advisory services, as well as accounting support for individuals, families, businesses, and nonprofit organizations.

Are your Wealth Management advisors fiduciaries? +

Yes. Our Wealth Management advisors act as fiduciaries, meaning we are legally obligated to put your best interests first in every recommendation we make.

Do you coordinate with my other advisors (attorneys, CPAs, insurance agents, etc.)? +

Yes. We frequently work alongside your other trusted professionals to ensure your financial plan is cohesive. When appropriate, we also connect clients with outside specialists, such as estate planning attorneys, to create seamless strategies.

What are the benefits of using both Wealth Management and Tax/Accounting services together? +

While each division operates independently, many clients choose to use both. This creates a one-stop-shop model where our advisors and accountants collaborate, helping to identify tax-saving opportunities and ensuring investment and tax decisions are fully aligned.