Our Vision

Our Vision

We are committed to providing close, personal attention to our clients. We take pride in listening to our clients plans, concerns, and needs, so that the advice and service provided, based upon the years of advanced training, technical experience and financial acumen, yields the best outcomes for our clients. Our investment of time and resources in continuing professional education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Trusting Relationships

At Bertolo & Warshaw Group our goal is to form a long-standing professional relationship based on trust and excellence in what we do.  We take pleasure in getting to know our clients, their families, and their financial objectives.

Personalized Service

No two businesses or families are alike.  We make sure to listen and understand the needs and goals of every business and individual. At Bertolo & Warshaw Group we customize the services we provide for each client by what they need.


Bertolo & Warshaw group provides our clients with the highest quality of service in the profession. The firm has a small in-house staff that is overseen by our partners who review all the significant accounting, tax and consulting work and sign each tax return and financial statement.  Additionally, we regularly undergo peer review examinations to ensure that our procedures meet the highest quality standards of our profession set forth by American Institute of Certified Public Accountants (AICPA).  We are recognized for our ability to competently handle complex accounting and tax matters.

Proactive Involvement

You can expect proactive involvement by our team, from staff to partners. We are an unbiased sounding board for your ideas and throughout the year; we want to speak with you frequently to ensure that your actions align with your goals and that we understand any changes in your circumstances. We want you to be well educated and confident about the decisions that we make together.  As your advisors and advocates, we are committed to your continued success.

Communication With No Surprises

We are dedicated to providing our clients with personal attention and a proactive approach to avoid surprises throughout our engagement. We provide frequent updates and communicate accounting developments and changes in regulations that affect you.

Careful Use of Technology

Our use of electronic communications is essential to serve our clients on a timely basis and has become the preferred filing method of every tax agency in the US.  We are conscious of the risk inherent in the use of email to exchange data and we utilize experienced IT professionals to help us safeguard your data.  We use best practices, including robust firewalls, the use of “zero-trust” protocols, and extensive staff training to ensure the safety and security of your personal information that is transmitted to us and stored on our servers.  We use encrypted emails or secure file share platforms when we send you material to ensure your data is being protected.  And while we prefer the electronic transmission of data, we are also happy to accommodate the use of paper records if that provides you with the confidence you need to engage Bertolo & Warshaw Group.