Bernadette Zatta

  • Tax Manager
    Bernadette Zatta

    Bernadette is a Tax Manager at AJ Wealth, managing all tax work AJ Wealth handles for its clients. Her work on income tax projections, returns and coordination with a variety of accountants, team members and clients, enables client teams to concentrate on other planning work for their clients. Prior to joining the firm, Bernadette was a Senior Tax Accountant at EisnerAmper LLP in their Personal Wealth group for High Net Worth clients. In addition, Bernadette worked at Anchin, Block & Anchin LLP where she handled the compliance needs for trusts, partnerships, corporations and private foundations. Bernadette received a Bachelor of Science in Accounting from Siena College in 2012.

Client Resources

Company Information

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647

Follow Us