For Individuals

Bernards & Associates are experts at providing the tax planning, preparation, and advisory services for individuals. Our CPAs have years of experience in helping you handle financial and tax regulations.

Reasons for an individual

  • Multiple sources of income
  • Own rental properties, businesses, trusts
  • Retirement planning or funding
  • College funding
  • High earnings, audit risks or paying too much tax
  • Take advantage of deductions
  • Saving for children
  • Marital status change
  • Inheritance
  • Received an Audit notice from the IRS
  • Estate Planning
  • Trust and Estate Returns: Fiduciary Income, Gift, and Estate Tax
  • Personal Property Tax Return Preparation
  • Advisory services related to transactions
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