Business Consulting
Forward-thinking strategies to address your changing needs.
Financial Planning
Developing strategies to help protect, preserve, & grow your wealth.
Audit & Assurance
Examining your business thoroughly, reliably, & efficiently.
Business Tax Services
Helping businesses strategically mitigate taxes.
Estate & Legacy Planning
Plans that will yield piece of mind & a lasting legacy.
Individual Tax Services
Helping individuals & families mitigate taxes.
Wealth Management
Focusing on wealth preservation for generations.
Not-for-Profit
Navigating compliance & planning techniques for organizations.
Retirement Plan Design
Helping business owners attract & retain employees.
Your Experience
What you can expect when you work with Bernath & Rosenberg
Your Support Team
The men and women supporting you at Bernath & Rosenberg
Your Resources
Information at your fingertips and easy access to your accounts
Putting Your Needs First
The team at Bernath & Rosenberg works diligently to meet all your needs:
Ongoing Education
To ensure we remain up-to-date on regulatory changes
Extraordinary Ethics
To ensure all staff operates with utmost integrity
Detail-Focused
To ensure no stone is left unturned in your strategy