At BM Accountax, we pride ourselves on delivering reliable, personalized, and professional accounting and tax solutions tailored to meet the needs of individuals and small businesses. Our company combines over a decade of experience in financial management, educational administration, and public accounting to bring you a comprehensive suite of services you can trust. Our accountants are highly experienced and well-versed in a variety of legal areas. Trust in our expertise to achieve the best outcome for your case.
Carlos Bernal
Founder & CEO
cbernal@bmaccountax.com
Our CEO
Carlos Bernal is a Certified Public Accountant (CPA) who holds a Master’s degree in Accounting and a Bachelor’s degree in Business Administration with a major in Accounting. With extensive experience in financial management, tax strategy, and strategic planning, Carlos brings a deep level of expertise to BM Accountax, far beyond basic tax preparation.
His strong background in accounting and business administration allows him to provide comprehensive financial guidance, ensuring that individuals and businesses make informed, strategic decisions. His commitment to precision, integrity, and client success ensures that every financial solution is tailored to maximize growth and stability.
Beyond tax and business services, Carlos is passionate about financial education and strategic planning. He helps individuals and families understand key financial concepts, including budgeting, debt management, retirement strategies, and wealth-building principles. His approach focuses on providing practical knowledge that empowers clients to make informed financial decisions and plan for a more secure future.
Carlos is dedicated to helping businesses and individuals optimize their finances, reduce debt, and build a strong foundation for long-term financial success.
Monica Medina
VP
mmedina@bmaccountax.com
Our VP
Monica Medina serves as the Vice President of BM Accountax and is a Notary Public for the State of Florida. She holds a PhD in Management and brings extensive experience in educational leadership and administration to the team. Monica is dedicated to providing accurate and reliable notarial services, ensuring that our clients receive exceptional support for all their notarial needs. Her commitment to precision and trust empowers clients to navigate the complexities of legal documentation and achieve their personal and business objectives.
In addition to business and notarial services, Monica is a licensed professional in life insurance and annuities and is passionate about helping individuals and families build financial security and long-term wealth. She provides guidance in life insurance, annuities, debt reduction strategies, financial education, and retirement planning.
She also assists clients in understanding key investment principles and developing strategic financial plans to help them grow and protect their wealth. By providing education and insights on smart investment strategies, she empowers individuals to make informed decisions that align with their financial goals.
Alongside a dedicated team of associates and contractors, she ensures that every client receives comprehensive financial and business solutions tailored to their needs.
Our Values
Integrity
We are committed to honesty and transparency in every interaction, building trust with our clients through reliable and ethical practices.
Excellence
We strive for the highest quality in our services, continuously improving to exceed our clients’ expectations and support their goals.
Client-Centered Service
Our clients’ success is our priority. We provide personalized solutions and attentive support to ensure each client feels valued and understood.
Innovation
We embrace new tools and methods to simplify processes and deliver efficient, modern solutions to meet evolving client needs.
Confidentiality
We protect our clients’ information with strict confidentiality standards, ensuring data privacy and security at every step.