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.
Lance Bernard, CPA
Team Multiplier's Services and Specialties
A one-time, one hour session with an accountant to talk through and see projections of key equity tax planning decisions, such as exercising options and/or selling shares before or after a liquidity event.
Annual document preparation and filing any tax forms for individual or family taxpayers.
Year-round tax planning to optimally structure your finances and investments from a tax perspective. Typically inclusive of tax preparation.
Services for clients that invest long term, actively trade, and/or Mine as a Business (MaaB).
$650 minimum for annual tax preparation
Any year-end projections or ad hoc tax planning charged hourly ($150-$250 per hour)
$250 for a one hour equity consultation