We combine the in-depth, personalized attention and reasonable rates of a boutique firm with the specialization and sophistication of a large-scale practice.
“Filing taxes isn’t about checking boxes. True tax expertise begins where cookie-cutter solutions end. We dive deep into your facts to build a strategy tailored precisely to your goals.”
Founder
No two tax situations are alike. Whether your case involves residency, diverse income streams, or international accounts, we evaluate the full background to create a precise, low-stress filing experience.
From individual returns to small business support: every service has an internal page with scope, document guidance, common risk areas, and how we confirm the filing position before submission.
Form 1040 preparation for dependants, investments, multi-state facts, Schedule 8812 and cross-border details that affect the return.
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Form 1040, FEIE/Form 2555, FTC/Form 1116, FBAR, Form 8938, domicile and family-credit analysis.
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Form 5472, Form 1120 pro forma, entity returns, state franchise taxes, and compliance for foreign-owned U.S. businesses.
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Advanced reporting for real estate, stock options, cross-border capital gains, and complex digital-asset transactions.
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Missed returns, delinquent FBARs, streamlined eligibility, information returns and practical IRS notice triage.
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Strategic planning before moves, residency changes, trusts, entity structures, and major exits.
Learn more arrow_outwardWe are a boutique tax practice dedicated to precision, transparent communication, and the complex realities of cross-border financial structures. Advanced AI improves our internal workflows, allowing our experts to focus on dedicated, one-on-one attention.
We analyze tax residency, cross-border revenue streams, and foreign asset exposure to protect your wealth.
Documents, data, and communications are managed in an encrypted, fully remote digital ecosystem.
Client retention
Manage your entire tax journey from one secure hub. Upload documents, communicate with your tax expert, and track filing status in a streamlined digital workspace built for privacy.
Access arrow_forwardA family came to us after several missed years: foreign accounts, dependents, foreign income, and no clear filing history.
We rebuilt the facts by year, prepared a catch-up package, and aligned the strategy with the actual cross-border situation.
The result was a clear position, restored compliance picture, and a filing plan for future years.
Founder
Growth Lead
Client Relations
Stern Pro Tax combines tax expertise, client operations, and growth discipline so clients see a clear process instead of form overload.
More about the teamAnswers about documents, timing, the AI platform, and the working process.
The platform makes intake faster: clients upload documents, the system structures the data, and the team receives a cleaner package for review.
less collection time
review accuracy
intake access
Describe your situation in the form, and the team will return with a clear next step within 24 hours.
Global service, based in NY