People

Partner-led, always

Catherine Sterling
Founding Partner
CPAPFSMST
Catherine founded Sterling after fourteen years leading private client tax at a national firm.
William Hayes
Partner, Trust & Estate
CPAJD
William leads fiduciary accounting and trust and estate compliance.
Amara Osei
Director, Family Office
CPACFP®
Amara runs consolidated reporting and administration for family office clients.
Jonathan Park
Senior Manager, Private Client
CPA
Jonathan manages complex individual returns and multi-state matters.

What that means

How we work with you

Partner-led, always
A partner owns every relationship and signs every return.
Coordinated advice
We work alongside your attorneys and investment advisors as one team.
Planning, not just filing
Quarterly projections and a written planning calendar.
Absolute discretion
Anonymised references, encrypted portal, no client lists.