Berard & Associates CPA's

At Berard & Associates, CPA's P.C., we believe in providing our clients with the highest level of personalized service and attention to detail. With over 30 years of experience serving the citizens of New York, we have built a reputation as a leading accounting firm in Rockland County. Our dedicated team of professionals is committed to helping individuals, businesses, non-profits, and governments navigate the complex world of finance and taxation.

Our Firm's Values

We value honesty, integrity, and transparency in all of our interactions with clients and partners. We understand that financial decisions can be challenging and often overwhelming, which is why we strive to provide clear, concise, and accurate information to empower our clients to make informed decisions. Our goal is to build long-lasting relationships with our clients, based on trust, respect, and mutual understanding.

Meet Our Staff

Our team of certified public accountants (CPAs) and experienced professionals are dedicated to delivering exceptional service and support to our clients. With a diverse range of backgrounds and expertise, we can tailor our services to meet the unique needs of each client. From tax preparation and planning to financial statement preparation and payroll services, our staff is equipped to handle all aspects of your financial needs.

Services for Individuals

At Berard & Associates, CPA's P.C., we offer a variety of services for individuals, including:

• Tax Preparation: We provide comprehensive tax preparation services, ensuring that our clients take advantage of all available deductions and credits.
• Tax Planning: Our team helps clients develop effective tax strategies, minimizing tax liabilities and maximizing savings.
• Financial Statement Preparation: We prepare accurate and timely financial statements, providing our clients with a clear picture of their financial situation.

Business Services

We also offer a range of services for businesses, including:

• Small Business Accounting: Our team provides personalized accounting services tailored to the unique needs of small businesses.
• Payroll: We handle all aspects of payroll processing, ensuring that our clients are compliant with all relevant regulations.
• Succession Planning: We help business owners develop a smooth transition plan, ensuring the continued success of their business.
• New Business Formation: Our team assists new businesses with setup, including choosing the right business structure and obtaining necessary licenses and permits.

Services for Non-Profits & Governments

Berard & Associates, CPA's P.C. also offers specialized services for non-profits and governments, including:

• Start Up Preparation: We help non-profits get started, focusing on initial setup and compliance with relevant regulations.
• Single Audits/Cost Reports: Our team conducts thorough audits and prepares cost reports, ensuring that non-profits are compliant with federal and state requirements.
• Audits - Reviews - Compilations: We provide comprehensive audit, review, and compilation services to non-profits and governments, helping to ensure accuracy and compliance in financial reporting.

Life Events & Business Strategies

We understand that life events, such as marriage, divorce, or inheritance, can significantly impact your financial situation. Our team offers personalized advice and guidance to help navigate these changes. Additionally, we provide business strategies for individuals and business owners, including tax strategies, investment strategies, and more.

Tax Center & Resources

At Berard & Associates, CPA's P.C., we believe in staying informed and up-to-date on all aspects of taxation. Our Tax Center offers a wealth of information on tax rates, due dates, IRS forms, and more. We also provide access to financial calculators, internet links, and other valuable resources to help our clients make informed financial decisions.

By combining our expertise, experience, and the energy of our staff, each client receives close and personal attention. We invite you to learn more about our services and how we can assist you with your financial needs. Contact us today to schedule a consultation.