“Sterling coordinated our sale with our attorneys and wealth manager so seamlessly that the tax outcome was better than any of us had modelled. Discreet, precise, unflappable.”
Founder, technology company
Post-liquidity client since 2019
Services
Private Client Tax
Bespoke tax planning and compliance for executives, entrepreneurs and multi-generational families.
Overview
About our private client tax service
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
Who it's for
Built for clients like you
Executives and founders
Multi-generational families
Partners in professional firms
How it works
A clear, predictable process
- 01
Private consultation
A confidential conversation with a partner about your situation and objectives.
- 02
Comprehensive review
We study prior returns, entities and plans, then present findings and opportunities.
- 03
Engagement & plan
A fixed annual retainer and a written planning calendar for the year ahead.
- 04
Continuous stewardship
Quarterly projections, coordinated advice and a partner who knows your name.
Client stories
What clients say
Let's talk about private client tax
Book a no-obligation consultation and get a clear plan for your situation.
Office hours: Mon – Fri · 9:00 AM – 6:00 PM