Rizwana Naz, CPA

I've always been passionate about helping small business owners and individuals manage and grow their financial well-being. There's something deeply satisfying about providing the expert advice, professionalism, and responsiveness that gives my clients genuine peace of mind about their financial future.

I've been in public accounting since 1998, starting my career after graduating Summa cum Laude from Queens College with a bachelor's degree in accounting. What drew me to this profession was the opportunity to make a real difference in people's lives through strategic tax planning and financial guidance. Today, I'm proud to serve as a partner at Bernstein & Punturo, LLP, a tax, accounting, and business advisory firm.

My specialty lies in tax, accounting, and consulting services for businesses, individuals, and trusts. I believe in utilizing smart tax strategies to develop comprehensive financial approaches that help my clients achieve their specific goals. While I work across different industries, I have particular expertise with healthcare professionals, attorneys, real estate professionals, and high-net-worth individuals. Each presents unique opportunities and challenges that I find rewarding to navigate.

Beyond tax planning and preparation, I regularly advise business owners on critical issues like financial statement analysis, cash flow management, and business acquisitions or sales. When disputes arise with the IRS or other government agencies, I'm there to represent both individuals and businesses, ensuring they have strong advocacy when they need it most.

I'm a member of both the American Institute of CPAs and the National Conference of CPA Practitioners, which helps me stay current on the latest developments that can benefit my clients. For me, this work is about more than numbers. It's about understanding your goals and using my expertise to help you reach them with confidence.