The Owner
Nancy Bernard has 30 + years experience in financial management. She holds a Master of Science in Accounting & Financial Management from University of Maryland as well as a BBA in Accounting from Hofstra University.
was launched in 2009 to fulfill the need of the middle class demographic in New York, New Jersey and Pennsylvania. We are Registered IRS Tax Return Preparers, with Membership in the National Alliance of Tax Preparers and the
Preparer Tax Identification Network
The company provides families and small businesses with expert year round financial management while maintaining the highest standards of integrity and personalized care..