A small firm offering exacting tax preparation, planning, and advisory services to individuals and closely held businesses.
Begin a conversationSterling & Co. was founded on the principle that tax work demands absolute clarity and discretion. We serve a select roster of clients who value thorough analysis over volume.
Our practice remains deliberately small so every return, election, and strategy receives the attention of a principal. No junior staff. No assembly-line processing.
Complex personal returns, multi-state filings, foreign asset reporting, and optimization of deductions and credits.
Entity structuring, succession planning, and ongoing advisory for S-corps, partnerships, and family offices.
Tax planning for estates, irrevocable trusts, and generation-skipping transfers with meticulous attention to timing.
Every recommendation is written in plain language with supporting calculations and statutory references.
We favor positions that withstand audit. Aggressive interpretations are only advanced when the client fully understands the risk.
Tax decisions are evaluated across multiple years. Short-term savings that create future liabilities are rarely recommended.
Send a brief note describing your needs. A principal will reply within two business days.