Bernadette H. Schopfer
Partner, Certified Public Accountant and Director of Taxation

“We partner with our clients to earn their trust but, when it comes to
taxes, we never want them to, ‘just take our word for it.’ They need to understand what we’ve done, and why we’ve done it.”

Bernadette H. Schopfer manages every aspect of the tax department, from oversight of all services provided to the clients to ensuring that each member of the tax team is trained and up-to-date on the ever-changing federal, state and local tax codes. She serves as a business advisor for all of her clients' tax needs, including Income Tax Planning and Income Tax Return Preparation, Business and Personal Financial Planning, Business Succession and Retirement Planning, Estate and Gift Tax Planning, Tax Conflict Resolution, as well as Eldercare.

Bernadette joined M Group in 1995. For the past 15 years she’s specialized in understanding the increasing complexity of the tax laws, and translating them into ordinary, every day language for her clients. Bernadette has earned the trust and confidence of her clients by staying on top of the nuances of the tax codes, understanding how these requirements impact each client's business or personal situation, and helping them file returns with the maximum savings. Bernadette takes the time to understand her clients' financial needs, in order to properly assess all of their tax obligations.

Bernadette, a Certified Public Accountant, brings more than 20 years of tax and accounting experience to M Group. Prior to joining M Group, Bernadette spent six years at the Big 4 accounting firm of Ernst & Young LLP, where she received her first experience in the tax field. She was promoted to the position of tax manager in Ernst & Young LLP's Entrepreneurial Services Practice.

Bernadette is a graduate of Siena College, and holds a Bachelor of Business Administration degree with a major in Accounting. She received a Masters of Science in Taxation from Pace University. Bernadette is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants and the New York State Society of Certified Public Accountants’ Estate Planning Committee.