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.
Comprehensive Form 1040 preparation optimized for diverse investment portfolios and cross-border assets that impact your global financial footprint.
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Specialized filing strategies utilizing FEIE and Foreign Tax Credits to eliminate double taxation, alongside precise FBAR and international asset reporting (Form 8938) for total peace of mind.
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Complete tax preparation and informational reporting for foreign-owned U.S. LLCs and corporations. From Form 5472 and 1120 proforma to state franchise taxes, we ensure your U.S. entity remains in perfect standing while you focus more on your business operations.
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Advanced tax reporting for sophisticated portfolios, including real estate investments, stock options, cross-border capital gains, and complex crypto transactions. We navigate shifting IRS regulations to minimize your liabilities and protect your global wealth.
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Years behind on your U.S. taxes? We specialize in the IRS Streamlined Foreign Offshore Procedures. Penalty-free amnesty programs designed to bring expats back into full compliance without the fear of back taxes or audits.
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Strategic, one-on-one consulting before you make major life moves. Whether you are moving to the U.S., changing residency, setting up a trust, or structuring an exit, we build the architectural tax blueprint first.
Learn more arrow_outwardWe are a boutique tax practice dedicated to precision, transparent communication, and the complex realities of cross-border financial structures. By leveraging advanced AI technology to optimize our internal workflows and cross-check compliance data, we eliminate administrative inefficiencies. This allows our experts to focus entirely on what matters most: delivering dedicated, one-on-one personal attention to you.
We analyze the critical variables of your global footprint—evaluating tax residencies, cross-border revenue streams, and foreign asset exposure to protect your wealth.
Your documents, data, and communications are managed within an encrypted, fully remote digital ecosystem, ensuring complete confidentiality at every stage.
While we utilize cutting-edge AI tools to streamline backend analytics and prevent filing errors, we strictly believe that tax strategy cannot be automated. You will always work directly and personally with a dedicated human expert—never a chatbot.
Client retention
Manage your entire tax journey from one secure hub. Securely upload your documents, communicate with your tax expert, and track the live status of your filing—all within a streamlined digital ecosystem built for your 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
