The partners at Bernath & Rosenberg bring over 40 years of experience, working side by side with business owners and affluent families to deliver personalized financial solutions. With a focus on integrity and customized tax strategies, they are commited to preserving and growing your wealth through collaborative and tailored advice.
Founder & Partner Emeritus
Tax & Wealth Management
For over 40 years, James H. Bernath has been a cornerstone of Bernath and Rosenberg. As a Certified Public Accountant, Certified Financial Planner™ practitioner, and Personal Financial Specialist, Jim co-founded the firm with a vision of providing exceptional accounting, audit, tax, and financial advisory services.
Throughout his career, Jim was known for his unwavering commitment to client success and his meticulous approach to financial management. He specialized in serving businesses and affluent families, offering strategic insights and personalized solutions that helped them navigate complex financial landscapes with confidence.
Jim’s leadership was instrumental in building the firm’s reputation for excellence, integrity, and personalized client service. His dedication to fostering a culture of professionalism and trust has left an enduring legacy, ensuring that Bernath and Rosenberg continues to thrive and grow.
Although Jim has transitioned out of his day-to-day role, his influence and vision remain deeply embedded in the firm’s culture and operations, continuing to inspire both clients and colleagues.
Founder & Partner
Tax & Wealth Management
Jacob Rosenberg is a founding partner of Bernath and Rosenberg, a firm he established in 1986 alongside Jim Bernath. What began as a traditional accounting, tax, and audit services firm has grown under Jacob’s visionary leadership into a comprehensive financial services powerhouse. Jacob holds a degree in accounting from Touro College and has over 40 years of experience as a Certified Public Accountant. He is also a CERTIFIED FINANCIAL PLANNER® practitioner and holds the prestigious Personal Financial Specialist (PFS™) designation from the American Institute of Certified Public Accountants (AICPA).
In 1999, driven by a desire to do more for his clients, Jacob attended a financial planning seminar at an accounting conference. Inspired by the opportunity to provide holistic financial guidance, he became a licensed financial advisor and registered with Cetera Financial Specialists (formerly Terra Securities) to offer wealth management services. Since then, Jacob has focused on growing Bernath and Rosenberg’s Wealth Management Division, which has flourished under his direction over the past 25 years.
Jacob’s profound knowledge of markets, economics, tax law, estate planning, and retirement planning, combined with decades of experience, enables him to craft tailored financial strategies for his clients. His meticulous and client-centric approach aims to provide every individual and family the personalized attention they deserve. Specializing in working with business owners and affluent families, Jacob provides skilled guidance to help clients pursue long-term financial growth and stability.
Beyond his technical proficiency, Jacob is deeply committed to fostering trust, transparency, and mutual respect with his clients. His ability to integrate traditional values with modern financial innovations has made him a dedicated fiduciary advisor and stalwart ally to those navigating the complexities of wealth management.
Jacob’s contributions extend beyond the firm; his reputation as a thought leader in the industry, coupled with his dedication to his community, have solidified his status as a financial cornerstone.
Partner
Tax
Aaron is a Tax Partner in the Cedarhurst office, where he manages the tax team and provides tax consulting services. He specializes in tax efficiencies, due diligence, and advising clients on special tax situations, such as sales and other significant financial events.
He joined the firm in 1999 and holds a BA in Accounting from Touro College.
Since joining the firm, Aaron has played a pivotal role in developing and expanding the Cedarhurst office, building its tax team from the ground up. His leadership and analytical skills have been instrumental in helping clients achieve optimal tax outcomes, offering personalized strategies to navigate complex tax scenarios.
Aaron’s professional philosophy centers around treating every client’s tax return and financial situation as if it were his own. This client-first approach ensures that his advice is always rooted in their best interests, providing a strong foundation for long-term financial success.
Aaron is dedicated to helping clients uncover opportunities for tax efficiencies and providing them with comprehensive, results-driven tax solutions.
Partner
Wealth Management
Ted Stricker is a Partner and Chief Operating Officer of Bernath & Rosenberg’s Wealth Management Division, bringing over 25 years of financial services skills and knowledge.
Since joining the firm in 2015, Ted has specialized in developing personalized financial strategies for business owners and high-net-worth families, combining extensive industry experience with a client-focused approach to help clients pursue their financial goals with precision and care.
Prior to joining Bernath & Rosenberg, Ted had a distinguished 13-year career with Cetera Financial Group, where he served in key roles, including Divisional Director and member of the investment committee. He played an integral role in supporting over 1,000 independent advisors in growing their practices, showcasing his dedication to advancing the financial advisory profession.
Ted earned a BA in Economics from the State University of New York at Albany and is a CERTIFIED FINANCIAL PLANNER® professional. His credentials include FINRA Series 7, 24, 55, 63, and 65 registrations held with LPL Financial, as well as life and health insurance licenses. A committed member of the Financial Planning Association, Ted continues to provide Bernath & Rosenberg’s clients with exceptional service and client-centered financial guidance.
Partner
Tax
Nathan Wilamowsky, a seasoned Certified Public Accountant and Partner at Bernath & Rosenberg P.C., is deeply committed to his clients’ success. Leading the firm’s efforts in real estate and healthcare, Nathan’s 15 years of experience have made him a recognized expert in tax compliance, complex tax structures, and financial strategies. He consistently delivers exceptional value to clients, guiding them through intricate regulatory landscapes and multifaceted transactions.
Nathan’s specialization in real estate is particularly noteworthy, encompassing the complete transaction cycle from acquisition and financing to operations and disposition. He serves a diverse clientele, including syndicators, investors, owners, operators, and property managers, providing tailored guidance to optimize tax outcomes and enhance profitability.
A licensed CPA in New York and New Jersey, Nathan launched his career in 2009, building a solid accounting and tax foundation focusing on client-centric solutions. He joined Bernath & Rosenberg in 2015, where his leadership has been pivotal in transforming the New Jersey office. Under his direction, the firm’s real estate group has evolved from a modest back-office operation into a robust division renowned for its expertise, responsiveness, and results-driven service.
Nathan’s hands-on approach is a hallmark of his practice. He provides seamless support at every stage of his clients’ projects, collaborating closely with a network of lenders, brokers, attorneys, and industry specialists. This integrated approach ensures that every aspect of a transaction is meticulously managed, reducing risk and maximizing value for his clients, and providing them with a sense of confidence in his comprehensive support.
Partner
Audit
Boruch is an Audit Principal in the Lakewood office and leads the Not-For-Profit and Healthcare Audit Department. With over 15 years of experience in public accounting, he specializes in not-for-profits, compliance audits, and healthcare. His deep understanding of regulatory requirements and financial reporting standards enables him to provide clients with thorough, reliable audit services tailored to their unique needs.
Boruch joined the firm in 2020, bringing a wealth of experience from his time at Loeb and Troper LLP and Roth & Co. Throughout his career, he has worked extensively with not-for-profit organizations and healthcare entities, helping them maintain compliance and optimize their financial practices. His leadership in the audit department facilitates a high level of accuracy, efficiency, and personalized client support.
He completed the Business Administration program at Rutgers University and holds a master’s degree in accounting from Fairleigh Dickinson University.
Outside of work, Boruch values spending quality time with his family. He is also an avid outdoorsman who enjoys hiking and playing paddleball.
Partner
Tax
Judah is the Managing Partner in the Miami office, bringing over a decade of experience in accounting, tax strategy, and business consulting. He specializes in tax structure optimization, financial consulting, and strategic planning for businesses and individuals.
He has been with the firm since July 2024 and holds a master’s degree in taxation from Fairleigh Dickinson University. Prior to joining the firm, Judah worked at Jack Levine PA CPAs, where he developed tailored financial strategies that helped his clients pursue their financial goals. Since beginning his career in 2013, he has built a reputation for delivering results-driven advice grounded in a deep understanding of tax laws, financial planning, and business operations.
Judah believes in building strong, trust-based relationships with his clients. His philosophy is simple: “I always put myself in the shoes of the client and guide them on what I would do in the same situation.” This personalized approach helps clients feel empowered and well-informed as they navigate complex financial decisions.
Judah is a Certified Public Accountant (CPA) and is dedicated to providing his clients with integrity, transparency, and long-term success.
Outside of work, Judah enjoys playing pickleball, participating in community development initiatives, and spending quality time with his wife and four children.
BPO Services Manager
Chana is the Director of BPO & Family Office Services, a division she established after joining the firm.
Starting in September 2015, Chana has been instrumental in shaping the firm’s service offerings. Initially beginning her career in the Tax Department, she combines her technical proficiency with a commitment to comprehensive client support, continuing to assist with tax-related services. She holds a BS in Accounting from Excelsior College and is a licensed CPA.
Chana is also a certified Mesila Financial Coach, using her skills to guide community members toward financial stability. Outside of her professional commitments, she dedicates her time to her family and actively participates in community initiatives.
Wealth Advisor
Jack Strulowitz is a dedicated Wealth Advisor in Bernath and Rosenberg’s Wealth Management Division, where he specializes in guiding high-net-worth families and business owners through comprehensive financial planning.
Since joining the firm full-time in September 2019, Jack has focused on helping clients pursue financial stability and build long-term wealth. With skill in retirement planning, estate planning, and investment management, Jack delivers sophisticated, tailored strategies that align with his clients’ unique goals and values. He earned his BS in Finance and Marketing from Yeshiva University’s Sy Syms School of Business and holds his SIE, Series 7, 63, 65, and 66 FINRA licenses.
In addition to his role at Bernath and Rosenberg, Jack volunteers for local organizations, offering financial guidance to families in need by helping them with budgeting, financial planning, and other essential skills. Outside of work, he enjoys spending quality time with his wife and three children, tackling home improvement projects, and is an avid golfer.
Tax Manager
Zachary is a Senior Tax Manager. He specializes in tax preparation and compliance for individuals, partnerships, and corporations. He offers nuanced insights and strategic support tailored to each client’s needs.
He joined the firm in September 2014, bringing over a decade of experience. Zachary holds a BS in Accounting from Brooklyn College and an MBA in Taxation from Baruch College. Before joining Bernath and Rosenberg, he gained extensive experience with firms such as Leshkowitz & Co., Edwards Isaacs & Co., RSM McGladrey, and Anchin. In addition to his CPA license, he holds an Insurance Broker’s License in Property, further expanding his capabilities to serve clients effectively.
When he’s not immersed in tax strategy, Zachary dedicates his free time to Torah study.
Senior Tax Accountant
Yaakov is a Senior Tax Accountant in the Lakewood office, specializing in real estate taxation.
He has been with the firm since 2020 and holds a master’s degree in accounting from Fairleigh Dickinson University. As a licensed CPA, Yaakov provides knowledgable insights and guidance to clients navigating complex tax regulations within the real estate sector. Throughout his time at Bernath and Rosenberg, he has developed a deep understanding of tax planning and compliance, earning a reputation for delivering precise, tailored solutions for his clients.
When he’s not at work, Yaakov devotes time to Torah study and is an active participant in Oraysa.
Senior Tax Accountant
Yoni is a Senior Tax Accountant in the Lakewood office, specializing in real estate and healthcare taxation.
He joined the firm in November 2021, bringing a strong background in accounting and client management. Yoni holds a master’s degree in accounting from Fairleigh Dickinson University. Before joining Bernath and Rosenberg, he worked as an account manager at an e-commerce company, where he honed his skills in financial analysis and client relations. His experience and commitment to detail make him a valuable member of the tax team.
Outside of work, Yoni enjoys spending time with his family and pursuing his interest in stock trading.
Audit Director
Sol is the Audit Director in the Lakewood office, specializing in Quality Control. His proficiency spans real estate (including HUD audits), healthcare, and not-for-profit entities, where he provides rigorous oversight and quality assurance.
He has been with the firm since July 2016 and brings over 18 years of experience in audit and tax. Sol studied at Beth Medrash Govoha and Ocean County College and holds a CPA license from the State of New Jersey.
Outside of his professional life, Sol dedicates his free time to Torah study.
Audit Manager
Yehoshua is an Audit Manager in the Lakewood office, specializing in HUD audits. His skill and knowledge allows for precision and compliance in this complex area.
He joined the firm in May 2019 and holds an MS in Accounting from Fairleigh Dickinson University. Yehoshua brings a strong background in audits and tax return preparation.
Outside of work, Yehoshua enjoys cooking, where he applies the same precision and creativity that he brings to his professional life.
Director of Special Projects
Rivkah is the firm’s Director of Special Projects, where she leads initiatives that support the firm’s strategic goals and client-focused solutions.
She has been with the firm since November 2007, bringing nearly two decades of dedication and experience. Rivkah holds a BS in Accounting from Touro College and is a licensed CPA. Throughout her entire career at Bernath and Rosenberg, she has been a key contributor to the firm’s success, embodying its commitment to excellence and personalized client service.
Senior Tax Accountant
Mordechai is a Senior Tax Accountant in the Lakewood office, specializing in real estate tax returns and related matters, including 1031 exchanges, cost segregation studies, and step-ups. He is dedicated to helping clients organize and present their financial records in a clear and professional manner, offering personalized support to meet their unique needs.
He joined the firm in July 2021, starting his career at Bernath and Rosenberg. Mordechai holds a BTL from Beth Medrash Govoha and completed the Advanced Accounting program at the Business Technology Institute (BTI), providing him with a strong foundation in accounting and tax.
Outside of work, Mordechai enjoys cooking for his family, going on boating trips, staying updated on stock market news, and spending quality time with family and friends.
Tax Manager
Chaim is a Tax Manager in the Lakewood office, providing comprehensive tax services to a diverse client base. As a licensed CPA, he brings experience and dedication to his role, providing high-quality support and guidance for his clients.
He has been with the firm since January 2018 and holds a master’s degree in accounting from Fairleigh Dickinson University and a bachelor’s degree from Beth Medrash Govoha. Chaim has developed his career entirely with the firm, growing his skills and proficiency over the years.
Outside of work, Chaim enjoys sports and gardening.
Tax Manager
Mel is a Senior Tax and Audit Manager in the Lakewood office, bringing over 25 years of experience in both public and private accounting. He specializes in financial statement preparation, tax preparation, and team management, with a strong focus on identifying and resolving complex issues efficiently.
He joined the firm in March 2022 and holds a degree from Touro College. Mel’s diverse career includes public accounting roles at Ernst & Young, Marks Paneth & Schron, Mayer Rispler & Co., and Saul Friedman & Co. In the private sector, he served as CFO at Stührling Original LLC for five years before joining the firm.
Outside of work, Mel enjoys learning, volunteering, playing paddleball and baseball, and spending quality time with his family.
Tax Manager
Abraham is a Tax and Audit Manager in the Lakewood office, providing full-service client support across both tax and audit functions. As a CPA, he develops comprehensive solutions tailored to each client’s unique needs.
He has been with the firm full-time since January 2018 and holds a Master of Science in Accounting from Fairleigh Dickinson University, which he completed in May 2017.
Outside of work, Abraham is actively involved in his community. He serves as a board member of his neighborhood’s HOA, volunteers regularly, engages in daily learning with his chavrusas, and values spending quality time with his family.
Senior Auditor
Yechiel is a Senior Auditor in the Lakewood office, specializing in HUD audits. He applies his proficiency to allow for compliance and accuracy for his clients.
He joined the firm in January 2021 and holds an MS in Accounting from Fairleigh Dickinson University. Yechiel has a strong background in audits, tax returns, and Department of Health (DOH) reporting.
Outside of work, Yechiel enjoys BBQ grilling, bringing the same precision and passion to his cooking as he does to his professional role.
Tax Manager
Yehuda is a Senior Tax Manager in the Lakewood office, specializing in real estate, TIC (Tenancy-in-Common) structures, 1031 reporting, and the Employee Retention Credit. He offers strategic guidance to clients navigating these complex tax areas.
He has been with the firm since 2019 and holds a bachelor’s degree from Beth Medrash Govoha and an MS in Accounting from Fairleigh Dickinson University. Licensed as a CPA in New Jersey in 2021, Yehuda brings specialized skill and a detail-oriented approach to his role.
Outside of work, Yehuda values time with his family and enjoys conducting research, reflecting his commitment to both personal growth and professional excellence.
Tax Manager
Moshe Rosenberg brings a strong foundation in tax and financial planning to his role on the wealth management team at Bernath & Rosenberg. After earning his Master’s in Accounting from FDU in 2019 and becoming a CPA in 2020, Moshe spent five years in the firm’s Tax Department, where he managed complex real estate partnerships and high-net-worth individual returns. In 2025, after obtaining his CFP® designation, Moshe transitioned to the Wealth Management Team, where he specializes in integrating advanced tax strategies into financial planning. He also acts as a key liaison between the Accounting and Wealth Management Teams and leads VIP service for select clients, providing hands-on guidance in estate, retirement, and cash flow planning.
Special Projects
Ariel is the Director of Special Projects in the Lakewood office, where he leverages his diverse background in accounting, technology, and compliance to drive innovative solutions.
He joined the firm in June 2020. Ariel holds a Bachelor of Talmudic Law from Beth Medrash Govoha and has completed advanced studies in Accounting from Ocean County College, Kean University, and the Business Technology Institute in New Jersey. His professional experience includes roles such as HIPAA Security & Compliance Director for an IT managed service provider and Manager of Securex, a cybersecurity and compliance consulting firm for accountants.
Ariel’s proficiency spans corporate compliance filings, business and nonprofit registrations, sales and payroll tax, grant research, and IT tech support. He is a Microsoft Certified Technology Associate and a Certified Information Systems Risk & Compliance Professional (CISRCP), with additional credentials in health IT security and HIPAA compliance. His insights have been featured in Accounting Today, Insightful Accountant, and the DM Disruption podcast.
Outside of work, Ariel enjoys studying Talmudic Law, spending quality time with his wife and kids, and creating educational materials and guides.
Senior Auditor
Avrohom is a Senior Auditor in the firm, specializing in audits for not-for-profit organizations and healthcare entities. He brings a client-centered approach to his work, focusing on understanding the organizations he serves, recommending tailored implementations, and fostering strong client relationships.
Avrohom began his journey at the firm as an intern in January 2019 while completing his Master’s in Accounting from Fairleigh Dickinson University (2018–2020). After two years of interning and gaining experience on various audits, he transitioned in January 2021 to work under Boruch Bergman on not-for-profit audits. In 2022, Avrohom expanded his expertise to include healthcare audits.
Avrohom is dedicated to delivering high-quality audits and ensuring his clients feel supported throughout the process. His proactive and detail-oriented approach ensures that clients receive tailored insights and valuable recommendations.
Outside of work, Avrohom enjoys reading, walking, and learning Torah.
Internal Compliance Director
Moshe is the Internal Compliance Director in the Lakewood office, bringing over a decade of experience in operational and compliance leadership within the healthcare, addiction treatment, and real estate sectors. In his role, Moshe adheres to regulatory standards, streamlines compliance processes, and collaborates with cross-functional leaders to support operational excellence.
Previously, as Director of Operations at Armada Recovery, Moshe managed daily activities across multiple facilities, implementing policies to maintain compliance and accountability. He also served as VP of Cost Segregation at Madison SPECS, where he led engineering-based cost analyses for property investments. Earlier in his career, Moshe held roles at Centers Plan for Healthy Living, overseeing Medicaid and Medicare compliance, enrollment, and benefits eligibility while managing large teams and complex reporting standards.
Moshe’s career demonstrates a strong commitment to regulatory compliance, team leadership, and operational efficiency. Outside of work, he enjoys sports and travel.
Audit Manager
Chesky is an Audit Manager in the Lakewood office, where he brings technical proficiency and a commitment to detail to every audit engagement. He supports clients with a high standard of accuracy and compliance.
He joined the firm in January 2019 and holds a bachelor’s degree from Beth Medrash Govoha and a Master of Science in Accounting from Fairleigh Dickinson University. As a licensed CPA, Chesky is dedicated to providing the highest level of service for his clients.
Outside of work, Chesky enjoys spending quality time with his family, studying Torah, and staying informed on financial market trends.
Director of Special Projects
Eli is Director of Special Projects in the Lakewood office, where he leverages his extensive experience in communications and administration to manage key initiatives and enhance strategic communication efforts.
He joined the firm in January 2022, bringing a diverse professional background. Prior to this role, Eli served as Director of Communications at Beth Medrash Govoha from 2016 to 2020. He then worked as Principal at On Message Communications in 2020-2021, followed by his position as Director of Administration at Lev Rochel Bikur Cholim of Lakewood from 2021 to 2022. These roles equipped Eli with a strong foundation in project management and effective communication.
Outside of work, Eli is an active blogger and social media presence, sharing insights and engaging with the community on a variety of topics.
Senior Tax Manager
Yehuda is a Senior Tax Manager in the Lakewood office, specializing in real estate. He brings deep experience and a strategic approach to managing tax matters for clients in this sector.
He has been with the firm since May 2016. A graduate of Fairleigh Dickinson University with a master’s degree in accounting, Yehuda began his career interning at smaller CPA firms, gaining a solid foundation before joining the team.
Outside of his professional work, Yehuda enjoys spending time with his family, reading, and studying Torah.
Office Manager
Susi Bernath has been an integral part of Bernath and Rosenberg’s success and culture for approximately 35 years. As the Office Manager and Administrator, she plays a crucial role in facilitating the smooth operation of the firm’s day-to-day activities. Susi’s responsibilities encompass a wide range of essential functions, from establishing policies and procedures to providing comprehensive administrative support to both staff and management.
Susi’s skills include overseeing financial tasks such as banking, bookkeeping, and managing accounts payable and receivable. She also maintains meticulous records, confirming that all files, databases, and documents are organized and up to date. Additionally, Susi manages communication channels, handling phone and email correspondences with efficiency and professionalism.
Outside of work, Susi enjoys giving back to her community and attending Torah lectures, reflecting her dedication to personal growth and community involvement.
Tax Manager
Shaindy is a Tax Manager in the Monsey office, specializing in state tax compliance, foreign forms, and trust-related tax matters. She brings meticulous attention to detail and a dedication to client service.
She joined the firm in September 2019 after completing her education through PCS and Fairleigh Dickinson University. Bernath and Rosenberg is her first professional position, where she has built her proficiency in tax.
Outside of work, Shaindy enjoys spending quality time with her family.
Tax Manager
Yossi is a Senior Tax Manager in the Miami office, bringing over 13 years of experience in tax. He specializes in high-net-worth individuals, complicated partnerships, retirement planning, trusts and estates, and international tax structures. Yossi is passionate about tax planning and advisory, working closely with clients to optimize their financial strategies and solve unique challenges.
He joined the firm in January 2022 and holds an undergraduate degree in business administration with a concentration in accounting from Touro University. Yossi has worked across firms of all sizes, collaborating with top-tier teams and partners to manage complex tax engagements. He stays at the forefront of tax developments by regularly attending seminars and exploring innovative strategies to benefit his clients.
Outside of work, Yossi is an avid reader, chess enthusiast, and science aficionado. He enjoys spending time with his family, exploring culinary arts, and staying involved in his community through advocacy and organizational efforts.
Imagine walking into a boardroom where everyone is focused on one goal: your financial success. That’s what you’ll find at Bernath & Rosenberg. Our team of over 100 specialists in accounting, tax and wealth management is here to offer personalized advice and support designed specifically for your unique circumstances. That means our priority isn’t showcasing what we have—it’s delivering precisely what you need.
