BERNSTEIN FINANCIAL SERVICES, INC
Lake Balboa, California
(6)
Lake Balboa, California
(6)
6 customer reviews
Santa Cruz
Michael Bernstein and team are absolutely the best in the business. Been using BFS for ten years and couldn't be happier!
Reviewed on Google Maps
Steve Banta
Michael Bernstein and team are absolutely the best in the business. Been using BFS for ten years and couldn't be happier!
Reviewed on Google Maps
Alex Darian
Love Michael Bernstein and all of his CPA Staff! I have been going to him since 2007. I was audited by the IRS for an taxes they said I owed, from another accountant I had used in the past. Mike's team reviewed my previous submission and not only did I NOT owe Uncle Sam, but in fact, they got me an additional refund! I had my own business for years and they truly got me everything possible as a write off. Now I'm a corporate slave, but they still find my everything for deductions; review my salary yearly so I don't overpay or underpay and keep more of MY money. They are truthful, forthright, trustworthy and I have recommended them to over a dozen folks, all of whom have thanked me 10 times over for the referral.Keep up the the great work BFS! More...
Reviewed on Google Maps
Jerry L.
Michael has been doing my taxes and giving me financial advice for over 15 years. I always tell him that the check I write to him is the best check I write each year because he brings me such peace of mind. His office staff are all warm and welcoming and Nancy Ward (who also does taxes and accounting for the firm) is one of the nicest people on the planet. Family photos fill the walls of the waiting area giving you yet another feeling that this is more than a business to Michael. They have my highest recommendation. Â In addition to the financial services office, the space is also shared by attorney Marc Melinkovich who very recently handled my will, trust, and estate planning. I was in excellent hands from start to finish. Marc and I talked in depth about my life and my choices, and he handled everything flawlessly from there. Again, he has my highest recommendation. More...
Reviewed on Yelp
Socorro N.
Have been coming here for 8 years. It's quite a drive but totally worth it. Mike is our tax person totally enjoy seeing him every. Our kids really enjoy accompanying us because he has so many toys, movie, video games for them to entertain themselves in the waiting room. Oh and candy too More...
Reviewed on Yelp
Jerardo A.
This is the second year in a row I've had our taxes done here and don't plan on going anywhere else. Sabrina has helped us both times and has always been very responsive, courteous, and eager to help. She is also very good at explaining all the various categories, deductions, etc.I also want to point out that their office is kid friendly. The main waiting area has lots of games, a TV and movies to keep kids entertained. More...
Reviewed on Yelp
