Bruce E. Bernstien & Associates - Tax Lawyer Near You in Dallas Texas
When you’re facing an IRS audit, a tax dispute, or just need someone who truly understands the tax code, it helps to have one person who’s both a tax attorney and a CPA in your corner. That’s Bruce Bernstien. For more than 30 years, our Dallas firm has helped individuals, businesses, and nonprofits across Texas resolve tax problems and plan ahead with confidence — combining legal protection and accounting expertise under one roof. Bruce holds a law degree, a master’s in taxation (LL.M.), and a CPA license — a rare combination that means your tax returns, your legal exposure, and your financial strategy are all handled by someone who sees the whole picture.
At Bruce E. Bernstien & Associates, we offer expert tax return and tax consultation services in Dallas, TX, tailored for individuals and businesses, including both for-profit and nonprofit organizations. Our experienced team is well-versed in handling IRS audits at the Examination and Appeals levels, ensuring clients receive the support they need throughout the process. Additionally, we represent taxpayers in Tax Court and obtain rulings from the National Office of the IRS, including applications for tax-exempt status for nonprofit entities. Trust our dedicated firm to navigate your tax challenges effectively.
Assistance is also provided with required State Tax Return and Report Filings as well as dealing with State Departments of Revenue, including representing taxpayers with State Tax Audits.
At Bruce E. Bernstien & Associates, we provide comprehensive legal services tailored to meet the needs of our clients, including business formation and entity structuring. Our expertise as both CPAs and tax lawyer in Dallas, TX allows us to assist with the establishment of various legal entities such as partnerships, corporations, limited liability companies (LLCs), and trusts. We handle all required filings with state secretaries to ensure compliance.
In addition, we meticulously review agreements and contracts for their tax and legal implications, helping individuals and businesses achieve the best possible outcomes with the guidance of a trusted tax attorney in Dallas, TX. Our holistic approach ensures that your legal and financial interests are protected and optimized, making us a valuable partner in your success.
Bruce E. Bernstien & Associates is proud to be a member firm of Plus Associates LLC, a multidisciplinary professional services group located in Dallas, TX. This unique partnership allows us to offer our clients coordinated tax, legal, and financial services under one roof. Our team consists of experienced CPAs and tax attorneys who collaborate to provide comprehensive solutions tailored to your specific needs. By integrating our expertise, we ensure that you receive the best guidance for your financial and legal matters.
To discuss your tax, legal or financial matters in confidence with an experienced Dallas Tax Attorney + CPA, schedule a confidential consultation with Bruce Bernstien by calling (214) 706-0837 or filling out our intake form and we will contact you.
Why Choose Bruce E. Bernstein & Associates as your Tax Attorney in Dallas
Choosing Bruce E. Bernstein & Associates means partnering with a dedicated team of experienced CPAs and tax attorneys who offer personalized legal and financial solutions. Our multidisciplinary approach ensures comprehensive support for your tax, legal, and business needs, all under one roof. With over 30 years of experience, we are committed to achieving the best results for our clients in Dallas and beyond. Trust us to navigate your tax complexities and secure your financial future.
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Our Practice Areas Dallas, TX
Comprehensive legal & tax guidance for individuals, businesses, and nonprofits
Start-Up Services for Businesses and Non-Profits
- Getting your business or non-profit set up correctly from the beginning is far less expensive than fixing it later. We help you choose the right entity, file everything with the state and IRS, and understand your tax obligations from day one.
Federal IRS and State Tax Disputes
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An IRS notice is not something to handle on your own. We represent clients at every stage — from the initial examination and IRS Appeals, all the way to U.S. Tax Court if necessary. The earlier you get representation, the better.
Tax Planning, Returns and Compliance
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Tax planning is what happens before you file. We prepare federal and state returns for individuals and businesses, and we build strategies throughout the year to minimize what you legally owe.
Tax Exempt & Non-Profit Organizations
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Whether you're starting a charity, maintaining your 501(c) (3) status, or navigating IRS compliance requirements, we guide non-profits through the full lifecycle of tax-exempt status.
Complex Estate Planning
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A well-designed estate plan can dramatically reduce estate taxes and ensure your assets go where you want them to go. We build plans that are both legally sound and tax-efficient.
Asset Protection
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The right legal structures can protect your personal assets from business creditors and lawsuits — before any dispute arises. This is planning that works best when done early.
Wills and Trusts
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From a straightforward will to complex multi-trust estate plans, we prepare documents that protect your family and carry out your wishes.
Probate Services
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Settling an estate is time-consuming and detail-heavy. We work with executors and beneficiaries to move the process forward — including all required tax filings.
Professional Recognition
Martindale-Hubbell
Peer Review Rated "Distinguished" — recognizes attorneys widely respected for high professional achievement and ethical standards
Avvo Rating: 7.4/10
"Very Good" — based on 49 years of Texas bar membership, credentials, and professional experience
Texas State Bar
Licensed continuously since 1977 — No misconduct found on record
Member — Plus Associates LLC
Multidisciplinary professional services group offering coordinated tax, legal, and financial services in Dallas, TX
What Clients Say
Real feedback from individuals and businesses we have represented.
"I had been searching for a knowledgeable tax CPA in Dallas who could give clear advice about my business taxes, and I'm really glad I found Bernstien E Bernstien & Associates - Dallas Tax Attorney & CPA. The team was incredibly professional and took the time to review my financial situation in detail before offering practical tax advice that actually made sense for my small business."
MORRIS SIGRID
Business owner — Dallas, TX
"Tax work specialist."
Bruce V
Business Owner — Dallas, TX
"Bruce was highly responsive and clearly explained my options and the process of dealing with the IRS. Very fair and straightforward."
Bruce V
Business Owner — Dallas, TX
Frequently Asked Questions
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