Tax Services

Weltman Bernfield offers tax services for individuals and businesses

Tax services are the cornerstone of Weltman Bernfield, and what our clients value most. That’s why we never stop investing in the quality of our staff, our tax and research software, and our continuing education. Our clients require answers to questions and issues all the time. We provide tax expertise throughout the year, not just during an annual review.

The foundation of any accounting relationship is trust. Weltman Bernfield’s experienced staff has been helping individuals and businesses for over eighty years. We’re proud to have affiliations with multiple generations of clients. The quality of our work is reaffirmed by their loyalty.

It is important to have an accounting firm that understands your needs… with professionals who are readily available to help with your tax needs.

Our Tax Services Include:

  • Planning and preparation of federal and state taxes for:
    • Individuals
    • Businesses
    • Estates, Trusts
    • Not-for-Profit Organizations
  • International taxes
  • Estate and gift planning
  • SEC representation
  • Sales and use tax
  • Employee benefit plans
  • Tax research
  • Representation before federal and state agencies

The professionals at Weltman Bernfield welcome the opportunity to be an active partner in achieving your financial goals. Contact us for more information on how we can help.