Tax preparation · Planning · Accounting
Plan ahead. File with confidence.
Sterling Tax & Accounting helps individuals, families and businesses file accurately and plan ahead all year. Work with us in person at one of our offices or entirely online, wherever you are.
- Three offices, plus clients across the U.S. and abroad
- Year-round planning, not just tax season
Why Sterling
Modern tools, real people and a plan for the whole year.
- A secure client portal to share documents and sign anytime.
- Proactive planning so April is calm, not a scramble.
Which sounds like you?
I run a business
Bookkeeping, filings and advice all year
It is me and my family
Tax preparation and planning ahead
For Businesses
Your whole financial back office, handled.
Clean books, filings that land on time and a real advisor in your corner all year. Start with one piece, or hand us the whole thing.
Most popular
SterlingComplete One monthly fee
Bookkeeping, business tax, sales tax and year-round advisory rolled into one predictable retainer, run by our team. No juggling, no surprises, nothing slipping through the cracks.
- Clean monthly bookkeeping
- Business and sales tax filings
- Year-round tax planning
- One team handling all of it
Bookkeeping
Clean, tax-ready books
Monthly bookkeeping in three tiers, matched to your transaction volume, so your numbers are always current.
Advisory
A plan for the whole year
Proactive tax strategy for owners. Projections, entity and owner-pay planning, and the moves that keep more in the business.
Preparation
Filings handled right
Business returns, sales tax filings, 1099s, payroll coordination and QuickBooks, done on time and done correctly.
The team behind your books.
Real people at our three Western New York offices, working with clients across the country and overseas. See who we are
For Individuals & Families
Your taxes, made clear.
From your first return through retirement, we keep your taxes clear, your questions answered and your April calm.
Tax Preparation
Your return, prepared right
Accurate federal and state returns, priced by the complexity of your situation. You will know what to expect before we start.
Tax Planning
Plan ahead, owe less
From a one-time projection to full year-round strategy, we help you see what is coming and make moves while they still count.
The team behind your return.
Real people at our three Western New York offices, working with clients across the country and overseas. See who we are
How it works
Getting started is easy.
No long forms and no hard sell. Just a straightforward way to hand off the parts you would rather not deal with.
01
Reach out
Tell us what you need. No pressure to start.
02
We get to know you
We learn your situation, your goals and what has been stressing you out.
03
We do the work
Filing, planning, bookkeeping or cleanup, organized and on schedule.
04
We plan ahead
We check in through the year so nothing sneaks up at tax time.
Start here
Not ready to talk? Start with a free review.
Send us your last return and a look at your books. We will come back with what stands out and what we would do about it. No cost and no obligation.
Or get The Smart Money Brief, one short read a week on tax and money in plain English.