Business Details
28 Years
experience
Expert Tax and Accounting Services in Wellington, FL
David Berns CPA has served South Florida for over 30 years, delivering expert accounting and tax services rooted in deep local knowledge. Founded in 1998, our firm builds on David Berns' extensive career beginning in 1980 with Coopers and Lybrand, followed by leadership roles in multiple firms. As a certified public accountant, David combines technical expertise with personalized service, ensuring clients receive direct access to a CPA rather than navigating a faceless organization. Our team specializes in tax preparation, strategic planning, and business formation, with a focus on minimizing liabilities through year-round compliance monitoring.We prioritize community engagement, evidenced by David's roles as Treasurer of his synagogue, board member of the National Conference of CPA Practitioners, and leadership in the Rotary Club of Wellington. Clients benefit from our 24-hour response guarantee and tailored solutions for individuals and businesses. With offices in Wellington since 1997, we maintain a commitment to accessibility, transparency, and ethical standards that have earned us long-term client trust. Our family-owned approach ensures every client interaction reflects our dedication to financial clarity and client success.
Services
Tax Preparation
Tax Planning
New Business Formation
Payroll Tax Prep
Bookkeeping & Write-Ups
Details
- Year established: 1998
Highlights and features
- We offer 36 years of experience in accounting and tax services.
- Our clients receive direct access to a certified public accountant.
- We guarantee responses to inquiries within 24 hours.
- Our team maintains deep local market knowledge in Wellington, FL.
- We implement compliance monitoring systems to prevent tax penalties.
What people say
Excellent CPA
Terrific human being
Professional and personable
Timely and helpful
Highly recommend
Services
Tax Preparation
Our tax preparation services ensure accurate federal, state, and local filings for individuals and businesses. We minimize liabilities through year-round compliance monitoring and specialized due-date systems. Clients receive personalized guidance to navigate complex tax laws while avoiding penalties from late submissions.
Tax Planning
We develop strategic tax plans for corporations, estates, trusts, and individuals. Our approach leverages 36 years of expertise to legally reduce liabilities through projections and compliance with evolving tax regulations. Services include entity selection and restructuring for long-term financial benefits.
New Business Formation
We guide entrepreneurs through entity selection and business structuring tailored to their financial goals. Our support includes tax implications analysis and restructuring strategies as businesses grow. Local Wellington clients benefit from our community-focused advice since 1988.
Payroll Tax Prep
Our payroll tax services ensure accurate quarterly and annual filings for businesses. We handle sales tax setup and compliance while maintaining employee payroll accuracy. Locally owned since 1988, we combine technical expertise with personalized service for Wellington-area clients.
Bookkeeping & Write-Ups
We manage daily bookkeeping tasks and financial reconciliations for businesses. Our services include QuickBooks training for clients needing improved financial tracking systems. This support allows business owners to focus on operations while maintaining accurate financial records.
People
David Berns
CPA
David Berns, a certified public accountant with over 36 years of experience, founded his firm in 1998 after working with major accounting firms. He actively contributes to the Wellington community through leadership roles in local organizations.
Questions
What accounting services do you offer?
We provide tax preparation, planning, business formation, payroll tax services, and bookkeeping for individuals and businesses in Wellington, FL.
How experienced is your team?
David Berns has over 36 years of experience in public accounting, with prior roles at major firms and local community leadership.
How quickly can I expect a response?
We guarantee responses to all inquiries within 24 hours, ensuring timely support for urgent and routine matters.
Do you serve businesses of all sizes?
Yes, we work with corporations, estates, trusts, nonprofits, partnerships, and individuals, tailoring solutions to each client's needs.
What areas do you serve?
We primarily serve Wellington, FL, and surrounding South Florida communities from our local office since 1997.
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