Our Services

Taxes are Mandatory,
Overpaying Isn't

We believe in making your life easier by bringing all your complex planning needs under one roof. This way, there’s no need to stitch together advice from different sources. From tax planning to estate management and managing your investments, we coordinate every aspect, so you don’t have to. It’s a level of service and advice that’s hard to find anywhere else.

Partnership & Trust

Trusted by Thousands
of Clients since 1986

Bernath & Rosenberg is a true financial services firm. With over 35 years of experience guiding business owners and affluent families, we’ve built our reputation on solid ground: integrity and personalized service.

Simplify Your Financial Life

Our Tax Services

Our mission is to help you reach your goals. Whether you’re beginning your financial journey, planning for retirement, or enjoying your golden years, our dedicated team is here to support you.

Business Consulting

Our experience working with a broad range of industries has made it possible for us to interconnect forward-thinking strategies to address your changing needs.

Audit & Assurance

Our experience working with a broad range of industries has made it possible for us to interconnect forward-thinking strategies to address your changing needs.

Business Tax Services

Our experience working with a broad range of industries has made it possible for us to interconnect forward-thinking strategies to address your changing needs.

Individual Tax Services

Our experience working with a broad range of industries has made it possible for us to interconnect forward-thinking strategies to address your changing needs.

Not-for-Profit

Our experience working with a broad range of industries has made it possible for us to interconnect forward-thinking strategies to address your changing needs.

Your Personal Financial Board Room

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.

Financial guidance for your business and family.

Useful Links

Our Services

Useful Links

The information appearing on this website is for informational purposes only and is not intended as tax, legal or investment advice. It may not be used for the purpose of avoiding any federal tax penalties. Although these materials may have been prepared by professionals, they should not be used as a substitute for professional services. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists website at Cetera Financial Specialists LLC.

Request an Appointment

We’ll discuss your situation, goals, and needs. Our dedicated advisor will then assist you in achieving true wealth through expert accounting, wealth management, and/or tax guidance.

Financial guidance for your business and family.

About

Services

Wealth Management

Resources

Five Towns Office

126 Spruce Street Cedarhurst, NY 11516

Lakewood Office

1515 Pine Street, Suite 250 Lakewood, NJ 08701

Monsey Office

365 Route 59, Suite 203 Airmont, NY 10952

Florida Office

820 W 41 St. Suite 413 Miami Beach, FL 33140

The information appearing on this website is for informational purposes only and is not intended as tax, legal or investment advice. It may not be used for the purpose of avoiding any federal tax penalties. Although these materials may have been prepared by professionals, they should not be used as a substitute for professional services. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists website at Cetera Financial Specialists LLC.