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

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

Owner, Camelot Tax Services

Richard@CamelotTax.com

With over 30 years of experience, my approach has always been hands-on and client-focused—taking the time to understand each individual’s or business’s unique situation and delivering tailored tax solutions that meet their specific needs.

Taxes are a critical component of financial success, and I’m committed to helping clients navigate them with clarity, accuracy, and confidence. From straightforward returns to more complex tax situations, I provide reliable guidance every step of the way.

I work with individuals, families, and business owners to ensure their tax filings are accurate, compliant, and optimized wherever possible. My goal is to simplify the process, minimize stress, and help clients feel confident in their tax strategy year after year.

CA Insurance #OG95797