Consultant
Bernstein Tax Services
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Brookline hasn't published exact rates. Get a personalized quote for accurate numbers.
Daniel Bernstein, EA operates from Brookline, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As an Enrolled Agent, the practice is licensed by the U.S. Department of the Treasury to represent taxpayers before any IRS office — including audits, collections, and appeals — a credential that requires passing the three-part Special Enrollment Examination and 72 hours of continuing education every three years.
Reported areas of practice include Tax Preparation. On Google Business Profile, the firm is categorized as a consultant.
For taxpayers in Brookline, the firm handles federal Form 1040 returns, Massachusetts state income tax filings, and supporting schedules for self-employment, investment income, and rental property. Common engagements at this credential level also include estimated tax planning, prior-year amended returns, and IRS notice response.
Bernstein Tax Services is an Enrolled Agent (EA) firm located in Brookline, Massachusetts. As an Enrolled Agent, the firm is federally authorized to represent taxpayers before the IRS. Bernstein Tax Services focuses on providing comprehensive tax preparation services for individuals and various entities. The firm is dedicated to assisting clients in navigating the complexities of tax regulations and ensuring accurate and timely filing. By concentrating on tax preparation, Bernstein Tax Services aims to help clients meet their compliance obligations and understand their tax situation. The practice serves the local community in Brookline and surrounding areas, offering professional support for their tax needs.
Bernstein Tax Services specializes in Tax Preparation, offering focused support to individuals and businesses. This service involves the meticulous collection, organization, and accurate reporting of financial information required for federal, state, and local tax filings. We assist clients in preparing and submitting their annual income tax returns, ensuring all relevant deductions, credits, and income sources are properly accounted for. Our approach to tax preparation is designed to help clients understand their tax obligations and ensure compliance with current tax laws. We work to accurately complete all necessary forms and schedules, providing a clear and precise submission to the appropriate tax authorities. This specialization ensures that clients receive dedicated attention to their specific tax filing requirements.
Yes, Bernstein Tax Services welcomes new clients seeking assistance with their tax preparation needs. We encourage prospective clients to reach out to discuss their specific situation and how we can help. Please contact us to schedule an initial consultation.
The turnaround time for tax preparation can vary depending on the complexity of your tax situation and the completeness of the documents provided. We strive to process all returns efficiently and will communicate an estimated timeline upon receiving your information. Our goal is to ensure accuracy while completing your filing in a timely manner.
For tax preparation, please bring all relevant income statements such as W-2s and 1099s, along with documentation for deductions and credits you plan to claim. This may include receipts for expenses, mortgage interest statements, and other financial records. A comprehensive list can be provided upon scheduling your appointment.
Yes, Bernstein Tax Services utilizes electronic filing (e-filing) for tax returns whenever possible. E-filing offers a secure and efficient way to submit your tax documents to the IRS and state tax authorities. This method often results in faster processing of refunds and acknowledgments.
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