CPA for Self-Employed: Complete Peace of Mind & Maximum Tax Savings
You started a business to do what you love, not to battle bureaucracy. Bernstein & Co. has guided exempt, licensed, and micro dealers for over 40 years: rapid online tax registration, mobile app for paperless receipts, maximizing statutory deductions, and personal CPA partner support.
Why Bernstein & Co. is the Ideal Financial Home for Your Business?
Self-employed business owners often feel isolated before tax authorities. At Bernstein & Co., you have an unwavering professional anchor that sees the person behind the numbers and ensures your financial safety.
Direct Personal Guidance at Eye Level
No convoluted phone menus. You enjoy a direct line via WhatsApp and phone to your CPAs for everyday questions: invoice creation, deductible expenses, and pricing strategies.
Zero Bureaucracy - 100% Digital Workflow
Say goodbye to heavy binders and paper receipts. Photograph invoices and expenses directly from your smartphone, and we take care of indexing, classification, and timely filings.
Ongoing Tax Advance Planning - No Surprises
We analyze your business profitability throughout the year and adjust Income Tax and National Insurance advances proactively, so you never face unexpected year-end tax debts.
Scalable Vision: From Sole Trader to Ltd Company
As your revenues grow, we monitor net profits and advise when it is profitable to switch from Exempt to Licensed Dealer, or incorporate as a Ltd company to save thousands in taxes.
Complete Services for Exempt, Licensed & Micro Dealers
Everything your independent business needs for flawless financial compliance and growth.
Rapid Tax Registration & Feasibility Analysis
Online account opening with VAT, Income Tax, and National Insurance without visiting government offices, backed by expert entity selection.
- Complete and rapid tax registration across all tax authorities
- Feasibility analysis: Exempt Dealer (Patur) vs. Licensed Dealer (Murshe)
- Implementation of Micro Dealer reform (30% normative deduction without receipts)
- Practical training on green invoicing and statutory bookkeeping
- Immediate connection to our mobile digital document portal
Periodic Tax Filings & Bookkeeping
Accurate, meticulous ongoing bookkeeping that guarantees full compliance with all statutory reporting deadlines without penalties or delays.
- Submitting monthly or bimonthly VAT returns
- Calculating and remitting ongoing Income Tax advances
- Adjusting National Insurance advances to prevent arrears and fines
- Digital ingestion and reconciliation of all expense and revenue invoices
- Periodic reviews of business profit margins and performance
Maximizing Deductions & Annual Returns
Filing your Annual Income Tax Return (Form 1301) while claiming every statutory deduction, credit point, and tax benefit available by law.
- Maximizing vehicle, fuel, telephone, and home office expense deductions
- Claiming parental credit points, reserve duty benefits, and local municipality discounts
- Strategic deposits to pension plans and study funds for maximum tax shelter
- Meticulous review of annual financials prior to submission
- Securing accurate, approved final tax assessments from the authority
Capital Declarations & Tax Authority Defense
Total professional protection during crucial tax audits and net worth assessments, backed by 40+ years of respected standing with tax inspectors.
- Preparation of first and periodic capital declarations with detailed reconciliation
- Preventing unexplained wealth growth disputes and audits
- Firm representation during tax assessments, audit discussions, and book inspections
- Cancellation of statutory fines and negotiation of manageable payment schedules
- Strategic advisory on incorporating as a Ltd company when turnover expands
Seamless Onboarding in 3 Steps: How We Begin?
A fast, structured transition to smart financial management, whether launching a new business or transferring an existing file
Discovery Call & Needs Assessment
A personal consultation (phone or at our office) to map your business, select the ideal tax track (Exempt, Micro, or Licensed), and set a routine schedule.
Registration or Seamless Account Transfer
We open your accounts with the authorities (or transfer files smoothly from your former accountant) and connect you to our digital mobile portal.
Complete Peace of Mind & Year-Round Care
Snap expense receipts on your phone, receive timely reminders and updates, and enjoy an experienced financial anchor managing your business year-round.
Ready to Give Your Business the Peace of Mind It Deserves?
Contact us now for an introductory consultation to open a new business or transfer your existing file, and discover how digital, expert accounting saves you time and money.
New Business / Self-Employed Guidance
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