Our Services


Bertolo & Warshaw Group is a full-service accounting firm specializing in tax preparation and accounting services for individuals, businesses, and estates and trusts. As a small firm, we offer a wide range of services to our individual and business clients who benefit from our personalized, quality service.

Individual Services

As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

Business Services

We understand your business is a valuable asset. Whether its new or established, small or midsized, you’ll always receive personal support and exceptional service for your business, whether it be bookkeeping, accounting or tax preparation and planning services.

Estates & Trust Services

Every estate and trust financial situation is different and the implications of their handling can be profound. Our experienced CPAs and professionals perform these services with empathy and professionalism.