About Michael Barbera Financial

Michael Barbera, E.A. comes from a long line of accountants: his dad is an accountant and his dad’s dad was an accountant. Numbers are in his blood. He has a passion for helping small businesses, taxpayers, and retirees achieve their goals so that they can have as much prosperity and peace of mind as possible.

While we embrace technology at Michael Barbera Financial, we do not want it to replace the personal aspect of what we do. Growing up, Michael saw the close relationships his dad developed with his clients over course of many years, and it is his desire to carry on that same tradition. Technology is great, but only when it is in the service of reducing stress and creating more effortless experiences. We promise to treat each of our clients as unique individuals and not neglect the emotional aspect of running a business, filing taxes, or planning for a successful retirement.

Michael is an Enrolled Agent: the highest credential that the IRS awards. He is a specialist in tax planning and tax advisory services. Additionally, Michael also holds his Series 7, Series 63, and Series 65 licenses: making him an Investment Advisor Representative, or IAR. An IAR is held to stricter rules, known as the fiduciary standard of care. This standard legally requires the investment representative to act in the best interest of the investor. The fiduciary duty is the highest standard of care under American law.

This unique combination of skills allows Michael to advise his clients on all their accounting, tax, and investment needs.

Learn More about Michael Barbera Financial

For quality accounting services from a team of experienced, solution-driven professionals who are ready to listen to you, call us at 267-309-2079 ext.1001 now and request a consultation to get started.