CPA & Taxes

Bruce Gerstenfeld

Bruce brings a unique blend of tax expertise, technological innovation, and strategic vision to FinancialStories. As Chief Technology Officer and Director of Tax, he leads the integration of advanced technologies into tax and financial workflows, enhancing accuracy, efficiency, and insight for clients and the firm alike. He specializes in designing and implementing tax optimization strategies that align with the Internal Revenue Code, helping clients mitigate tax liability while remaining fully compliant. With a strong foundation in finance and a deep understanding of complex tax issues, Bruce plays a pivotal role in driving innovation and delivering lasting value through smart, scalable solutions.

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Jacqueline Revis
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