Tax attorney, Accounting firm, Certified public accountant in Dallas, TX
Bruce E. Bernstien practices as both a tax attorney and a CPA, holding a JD, an LL.M. in Taxation, and a CPA license, so legal strategy and accounting work are handled by one person under attorney-client privilege. The firm represents individuals, businesses, and nonprofits in IRS examinations and Appeals, U.S. Tax Court, National Office rulings, and state tax audits and filings. Other work includes tax planning and return preparation, business and nonprofit start-up services, entity formation and contract review, 501(c)(3) applications and compliance, complex estate planning, asset protection, wills and trusts, and probate. Fees are quoted hourly or as flat fees for predictable matters and discussed before engagement.
The Dallas firm has been advising clients for more than 30 years, with Bruce Bernstien licensed by the Texas State Bar continuously since 1977. It is a member firm of Plus Associates LLC, a multidisciplinary professional services group in Dallas that coordinates tax, legal, and financial services. Bernstien is Peer Review Rated "Distinguished" by Martindale-Hubbell.


