Tax, trust and wealth — coordinated
Six practice areas, one partner who sees the whole picture.
Private Client Tax
Every return is a planning opportunity. We coordinate with your attorneys and investment advisors so nothing falls between the cracks.
- Complex individual returns
- Multi-state and international income
- Equity compensation and concentrated stock
- Charitable and philanthropic planning
- Quarterly projections and estimates
Trust & Estate
Fiduciary accounting, trust and estate returns, and the coordination that keeps a family's plan intact.
- Form 1041 and estate returns
- Fiduciary accounting
- Gift tax returns and lifetime exemption tracking
- Post-mortem planning
- Family office coordination
Wealth & Investment Tax Strategy
Tax-aware strategy across investments, real estate and business interests — designed with your advisors.
- Asset location and harvesting coordination
- Real estate and passive activity planning
- Opportunity zone and 1031 analysis
- Business sale and liquidity-event planning
- Multi-year tax modelling
Family Office Services
Consolidated reporting, bill pay, entity administration and a single point of contact for the family.
- Consolidated net-worth reporting
- Entity and partnership accounting
- Bill pay and cash management
- Advisor coordination
- Next-generation financial education
Closely Held Business
Tax and advisory for the operating companies behind the wealth — structure, compensation, succession.
- Entity structure and compensation
- Succession and exit planning
- Business valuation coordination
- Partnership and S-Corp returns
- Transaction tax due diligence
IRS & State Controversy
Discreet, experienced representation in examinations, appeals and voluntary disclosures.
- Examination representation
- Appeals
- Voluntary disclosure and FBAR
- Penalty abatement
- Residency audits
Frequently asked
Who is Sterling right for?
Executives, founders, professionals and families with complex tax situations — typically multiple entities, equity compensation, real estate, trusts or cross-border income. We deliberately keep the client list small.
How do fees work?
An annual retainer covering planning, compliance and year-round access, agreed in advance. Transactional matters such as a business sale are scoped separately.
Do you work with our existing advisors?
Always. Most of our best outcomes come from close coordination with clients' attorneys, investment advisors and bankers. We're happy to lead or to support.
Can you take over mid-year or mid-audit?
Yes. We regularly step in during examinations and transitions, and we'll tell you candidly what can and cannot be improved.
How discreet is the engagement?
Completely. Client identities are never disclosed, testimonials are anonymised, and documents move only through our encrypted portal.