About Us

Your Confident Path to <br/><em><strong>Retirement and Beyond</strong></em>

Your Confident Path to
Retirement and Beyond

Camelot Tax Services was established to offer a client-centric, authoritative alternative for tax preparation and planning.

Our purpose is rooted in helping clients pursue their personal and family goals by providing meticulous and forward-thinking tax services. We operate with unwavering integrity and a commitment to clarity, ensuring you understand how your tax strategy fits into your larger financial life. We are dedicated to being the reliable partner you need.

Clients First, <em><strong>Always</strong></em>.

Clients First, Always.

For affluent individuals approaching retirement, every tax decision has significant consequences for your future. Our story is one of partnership; we help clients make informed financial decisions by giving them a clear and accurate tax perspective. We ensure your annual filings and complex tax situations are managed with the utmost care, enabling you to confidently focus on pursuing your personal and family goals. We act as an authoritative guide in the often-complex world of taxation.

Our <strong><em>Mission</em></strong>

Our Mission

To provide professional, client-centric tax expertise that supports the pursuit of your personal and family goals with uncompromising integrity.

Our Approach: A Holistic and Highly
Responsive Client-Centric Approach

Our methodology is designed to provide comprehensive expertise and exceptional service that recognizes your unique position.

Client-Centric
Service


Authoritative
Expertise


Caring and
Through Guidance


We put your needs first, committing to open communication and understanding the full scope of your financial objectives. This focus ensures our advice is tailored to your unique situation. Our firm provides professional and informed tax preparation, supported by deep knowledge and a commitment to accuracy. We leverage expert resources on individual issues to maintain a high standard of service.

We manage every detail with a caring perspective, providing through guidance from initial consultation to final filing. Our dedication includes striving for same-day responsiveness to your most pressing questions.

Meet the Professionals at Camelot Tax Services

Our team of dedicated professionals combines extensive tax knowledge with a commitment to superior client service.

Richard Bernstein

Richard B. Bernstein, CRPC®, CLTC®, APMA™

Owner, Camelot Tax Services

Scott Miller

Scott M. Miller, CFP®, CLU®, APMA™, AAMS®

Owner, Camelot Tax Services

Evan Wolk

Evan Wolk, CRPC®, APMA™

Owner, Camelot Tax Services

Erin Byington

Erin Byington

Operations Director

Colby Bayer

Colby Bayer

Client Relationship Director

Get Started Today

If you are seeking authoritative tax expertise with a truly client-centric focus, we invite you to connect with our team. We are dedicated to delivering a seamless experience, guiding you through every aspect of your tax preparation.

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