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Rick Bernstein, CPA   

Growth and Tax advisor to high net worth business owners | Wholesale & Distribution and Professional Services Expert

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Who I work with

I work with small to medium size businesses in industries including wholesale distribution and professional services such as lawyers, doctors and consultants. If you are looking to partner with an experienced business advisor to provide comprehensive tax and business strategies to decrease your tax burden, increase profitability and grow your personal wealth, lets talk.

My specialty

I specialize in income tax, corporate tax and strategic tax planning for businesses and high net worth owners. Leveraging 47+ years of experience, I help clients navigate the accelerating business landscape and ever-shifting tax laws. From selecting the right entity type, LLC,Corporation or S Corporation, to connecting clients with Aprio advisors to facilitate growth, I make sure both individuals and their businesses are aligned to achieve goals.

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Results I have delivered

I created a strategy for clients to set up a leasing company partnership that leased certain fixed assets to their operating company to generate additional cash flow directly to the partners. These additional funds were used to pay for their children’s college education.

Unique things about me

I earned my BBA in Accounting at the University of Georgia and was active in the Tau Epsilon Phi fraternity, Nu Chapter. To this day I dedicate time to these young men serving as an advisor to prepare them for life after college and I serve as Chapter Treasurer. I am also a member of the AICPA and GSCPA.

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When I am not at work

I love spending time with my family and grandchildren, and I relax by working in my yard. I am also an avid fan of early American history and enjoy reading about the men and women who built the foundation of this county.

People say I am

Engaged and I care deeply about my clients and their businesses.

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always willing to go the extra mile to help clients achieve their goals.

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Affiliations

I earned my Bachelor of Business Administration in Accounting from the University of Georgia. I am also a member of the AICPA and the GSCPA.