Lance Bernard is passionate about educating clients on their tax profiles as well as finding planning opportunities to increase their tax savings. He previously worked at Andersen in the Private Client Services practice and BPM LLC in the High Net Worth practice. He is a licensed Certified Public Accountant in the State of California and a member of the American Institute of Certified Public Accountants.
Bernard Team's Services and Specialties
The Bernard team works with tech founders, employees, and investors to help them come up with strategic tax plans for their equity as part of their overall financial pictures. They worked with clients on several major IPOs, SPACs, and acquisitions in 2021 and 2022.
Discussing, preparing, and implementing strategies to reduce future tax obligations and optimize cash flow. Advising individuals on the tax implications related to major life events, investments, and transactions.
Annual document preparation and filing of individual, trust, gift, and flow-through entity (S-Corp, partnership, and LLC) tax returns.
1:1 equity tax planning session
Starts at $650/year
Ad hoc tax planning
Starts at $150/hour