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Our office will be closed for Independence Day on Tuesday, July 4. We apologize for any inconvenience.
Due to the weather, our physical offices will be closed Wednesday, 2/15; however, our we will be serving clients remotely. Please contact us via phone or email. Our physical offices will reopen for regular business hours on Thursday, 2/16. Please stay safe and warm.
Our office will be closed for Independence Day on Tuesday, July 4. We apologize for any inconvenience.
Due to the weather, our physical offices will be closed Wednesday, 2/15; however, our we will be serving clients remotely. Please contact us via phone or email. Our physical offices will reopen for regular business hours on Thursday, 2/16. Please stay safe and warm.
Bernie has been in public accounting since 1995. His specialties include working with small business owners, relatively high net worth individuals, and real estate companies. He also provides financial planning and Social Security planning services and maintains his designations through the CFP Board and the National Social Security Association, LLC.
Bernie is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA) and is also a licensed Certified Financial Planner. He was involved in the Housing and Building Association of Colorado Springs and formerly served on the board of HBA Cares. In 2022, Bernie joined University of Colorado Colorado Springs College of Business as an adjust instructor of taxation.
Credentials: CPA, CFP®, NSSA®, RICP
Education: B.S.B.A., Duquesne University in Pittsburgh, PA; M.B.A., University of Colorado Colorado Springs; MS in Taxation, Northeastern University
CPA License Number: 16397