Home >> Roberta Bernhardt, CPA
"My most important role is to analyze my clients' needs and desires and then work with them to achieve their goals."
Roberta Bernhardt, CPA
Partner
rbernhardt@citrincooperman.com
Phone: (914) 949-2990

Roberta has spent the past 25 years working with individuals and small businesses to help them prosper. She is adept at resolving domestic and international tax issues and has successfully guided many of her clients through succession planning and estate and trust planning.

Roberta is experienced at working with many different industries, and has significant concentrations of clients in the medical, legal, real estate and software fields.

She is also a frequent speaker on a variety of tax and accounting topics, including retirement and tax planning, and has lectured before the Association of the Bar of the City of New York, the Westchester County Women's Bar Association, and Westchester Community College's entrepreneurial program.

An active member of her community, Roberta also serves on the board of directors of publicly-traded Sound Federal Bancorp, and is the financial advisor to the Doctors Cancer Foundation, which funds clinical research for breast cancer.

She is also a member of the Business Council of Westchester and the Westchester County Association, and is past president of the Westchester chapter of the New York State Society of CPAs.


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