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December 2023 by Ian G.
After one phone call, I knew Nancy and the entire team at Bernstein would become an integral part of my financial success. Honesty, integrity, and clarity make this company one of the best in the business and I feel fortunate to have found them. I'm forever grateful for the wisdom and guidance they've given me over years and attribute much of my financial literacy to the work we've done together. I'm a client for life!
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December 2023 by Tom Henschel
I have worked with Nancy Ward many years now. She has transformed my relationship to money. I know she has done this for others, too. She has been a gift in my life.
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July 2023 by B P.
Unprofessional from top to bottom. The owner apparently doesn't like truthful reviews that are not flattering. He has removed all truthful and negative reviews. And there were several. That's not what Yelp is there for. This is meant to be a platform for honest reviews. Good or bad.
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June 2023 by Dave Parker
I recently had a deeply disappointing experience with Bernstein Financial's accounting services. Despite multiple attempts to reach out to Nancy, my recommended contact, I received no response or assistance. Initially, Lupe, a co-worker, informed me that Nancy was unavailable but would get back to me. Unfortunately, that never happened.Over the course of several weeks, I sent numerous emails seeking help, but each one went unanswered. While it's understandable for professionals to be busy, the complete lack of response and disregard for my inquiries is inexcusable and reflects a lack of professionalism.When it comes to tax matters, timeliness and responsiveness are crucial. The fact that Bernstein Financial left me hanging in a desperate tax moment raises serious concerns about their commitment to their clients. If you're seeking a reliable and attentive accounting firm, I strongly advise you to look elsewhere.
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June 2023 by david p.
I recently had a deeply disappointing experience with Bernstein Financial's accounting services. Despite multiple attempts to reach out to Nancy, my recommended contact, I received no response or assistance. Initially, Lupe, a co-worker, informed me that Nancy was unavailable but would get back to me. Unfortunately, that never happened. Over the course of several weeks, I sent numerous emails seeking help, but each one went unanswered. While it's understandable for professionals to be busy, the complete lack of response and disregard for my inquiries is inexcusable and reflects a lack of professionalism. When it comes to tax matters, timeliness and responsiveness are crucial. The fact that Bernstein Financial left me hanging in a desperate tax moment raises serious concerns about their commitment to their clients. If you're seeking a reliable and attentive accounting firm, I strongly advise you to look elsewhere.
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April 2022 by Tak S.
My brother's and my family use Bernstein Financial services since 1996. Michael and his team are like a family to us. I highly recommend Bernstein Financial Services for all your accounting needs.
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May 2018 by Steve Banta
Michael Bernstein and team are absolutely the best in the business. Been using BFS for ten years and couldn't be happier!
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April 2018 by Alex Darian
Love Michael Bernstein and all of his CPA Staff! I have been going to him since 2007. I was audited by the IRS for an taxes they said I owed, from another accountant I had used in the past. Mike's team reviewed my previous submission and not only did I NOT owe Uncle Sam, but in fact, they got me an additional refund! I had my own business for years and they truly got me everything possible as a write off. Now I'm a corporate slave, but they still find my everything for deductions; review my salary yearly so I don't overpay or underpay and keep more of MY money. They are truthful, forthright, trustworthy and I have recommended them to over a dozen folks, all of whom have thanked me 10 times over for the referral. Keep up the the great work BFS!
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March 2018 by Brad Chase
They can't do anything right. It's extremely unprofessional for a firm to agree to do your taxes, tell you they're working on it, then mysteriously stop contacting you at all (and failing to let you know of a key deadline). Skip this company if you value your money.
