Bernstien E Bernstien & Associates - Dallas Tax Attorney & CPA

On the "Lawyers Near Me" platform, which serves as a valuable resource for individuals and businesses seeking local legal and financial expertise, Bernstien E Bernstien & Associates stands out as a unique and highly qualified firm. Located at 10440 N Central Expy #1040, Dallas, TX 75231, USA, this practice offers a distinctive advantage by combining the roles of a Dallas Tax Attorney and a Certified Public Accountant (CPA). This dual expertise allows the firm to provide a comprehensive and integrated approach to tax law, financial planning, and related legal matters for clients across Texas and the United States.

The office of Bernstien E Bernstien & Associates is situated in a professional commercial building in Dallas, Texas. While specific details about the interior design are not publicly available, a suite on North Central Expressway suggests a well-appointed and professional environment, typical of a firm dealing with complex financial and legal matters. Such an setting would be conducive to confidential client consultations, providing a comfortable and private space for discussions about sensitive tax, estate, and business affairs. The accessibility of the firm is further ensured by their direct contact numbers: (214) 706-0837 and mobile phone +1 214-706-0837, making it convenient for prospective and current clients to reach out.

At the helm of Bernstien E Bernstien & Associates is Bruce E. Bernstien, a highly credentialed professional with over 30 years of experience. He holds a Law Degree (JD), a Masters of Law in Taxation (LLM), and is a Certified Public Accountant. This impressive combination of qualifications signifies a deep understanding of both the legal intricacies of tax law and the practical accounting principles that govern financial matters. This dual perspective is a significant feature, allowing the firm to offer holistic solutions that address both the legal and financial implications of a client's situation.

The firm's services are broad and cater to both individuals and small-to-medium-sized businesses, as well as non-profit organizations. Their core practice areas demonstrate their comprehensive approach to financial and legal well-being:

• Federal IRS and State Tax Disputes: This is a cornerstone of their practice. Bernstien E Bernstien & Associates assists clients who are facing audits, collections, or disputes with the Internal Revenue Service (IRS) and various state tax authorities. They represent taxpayers at the Examination and Appeals levels of the IRS and in Tax Court, working diligently to resolve complex tax issues and protect clients' rights. This includes responding to notices and negotiating with tax agencies.
• Tax Planning, Returns, and Compliance: Beyond dispute resolution, the firm provides proactive tax planning services to help individuals and businesses minimize their tax liabilities legally and effectively. They assist with the preparation of federal and state tax returns and reports, ensuring compliance with ever-evolving tax laws. Their year-round engagement with clients' tax situations helps in strategic financial management.
• Start-Up Services for Businesses and Non-Profits: For aspiring entrepreneurs and organizations, the firm offers comprehensive start-up services. This includes guiding clients through the selection of the appropriate legal entity (e.g., partnerships, corporations, LLCs), drafting necessary documents, and handling all required legal filings with state secretaries and federal authorities. For non-profits, this also involves applying for tax-exempt status with the IRS and state tax authorities, which is crucial for their operations.
• Complex Estate Planning: Recognizing the importance of planning for the future, the firm assists clients in crafting comprehensive estate plans. This involves developing strategies to reduce or eliminate estate taxes and ensure the proper transfer of assets to heirs. They draft essential documents such as Wills and Trusts, meticulously tailoring them to each client's specific situation and intentions, regardless of the size of the estate.
• Asset Protection: To safeguard clients' hard-earned assets from judgments and unforeseen circumstances, Bernstien E Bernstien & Associates employs various asset protection planning techniques. Their goal is to protect wealth and allow individuals to pass it on to their heirs securely.
• Wills and Trusts: As part of estate planning, they provide expert guidance and drafting services for Wills and Trusts, ensuring that assets are distributed according to the client's wishes and in compliance with legal requirements.
• Probate Services: For executors of estates, the firm offers assistance in navigating the complex tax, financial, and legal obligations involved in administering a decedent's estate, ensuring full compliance with intentions and the law.

A key feature of Bernstien E Bernstien & Associates is their multidisciplinary approach. As a member firm of Plus Associates LLC, a professional services group in Dallas, they can offer coordinated tax, legal, and financial services under one roof. This integration of expertise ensures that clients receive comprehensive solutions that address all facets of their financial and legal situations. This means not just handling a tax dispute, but also understanding its implications on broader financial goals, asset protection, and estate planning.

Client testimonials, while not extensive in number from the provided information, highlight their specialization. The review "Tax work specialist" directly affirms their core strength. Further information suggests that clients seek out Bruce E. Bernstien's services due to his reputation for finding innovative solutions to complex legal issues and his ability to tailor solutions to fit each client's unique circumstances. The firm emphasizes that all calls will be promptly returned, even if Mr. Bernstien is in Tax Court or a client meeting, underscoring their commitment to client accessibility and responsiveness.

In terms of promotional information, Bernstien E Bernstien & Associates positions itself as a trusted partner for intricate tax and financial matters. They highlight Mr. Bernstien's over 30 years of experience and his unique qualifications as both an attorney and a CPA. The firm offers confidential consultations, which is a significant promotional tool, allowing potential clients to discuss their concerns without obligation. Their presence on online platforms and readily available contact numbers (214) 706-0837 and +1 214-706-0837 further amplify their reach within the "Lawyers Near Me" category.

For local users in Dallas, TX, and even across the United States, searching for a "Lawyers Near Me" who specializes in tax law and offers integrated financial and legal advice, Bernstien E Bernstien & Associates presents a highly compelling option. Their robust practice areas, combined with Bruce E. Bernstien's unique credentials and extensive experience, make them a go-to firm for complex tax disputes, proactive tax planning, estate planning, and business formation. The firm's commitment to personalized service and a holistic approach ensures that clients receive expert guidance to navigate their financial and legal complexities and secure their financial future.