Full-service certified public accounting firm Sterling Certified Public Accountants, Inc., is licensed in California, and all Sterling certified public accountants have California State CPA Certificates. Sterling provides a broad variety of tax and accounting services for businesses, nonprofits, and individuals. Business offerings include small-business accounting, bookkeeping, payroll, part-time CFO services, cash-flow management, financial planning, litigation support, and more. The firm, which became a Hacienda tenant in 2013, also welcomes clients who seek a second opinion or who want a comprehensive analysis of or guidance on their specific tax or accounting issues.

The one-stop shop for tax, finance, and retirement planning has expanded its services considerably over the past two years. It has enhanced its real estate planning service with innovative strategies for short-term and long-term rentals, real estate professional status, cost segregation, and the streamlined Lazy Section 1031 Exchange, executives say. It has also added Delaware Statutory Trust solutions to enrich investment opportunities for its clients. Additionally, Sterling has introduced comprehensive financial planning services to ensure a holistic approach to managing client wealth. The expertise of the firm now spans Charitable Remainder Trusts, so-called mega backdoor Roth IRAs, and the complexities of cryptocurrency investments such as bitcoin and other digital currency.

“With these new additions, we’re uniquely positioned to provide you with a well-rounded strategy to achieve your financial aspirations,” says Partner Evelyn Saunders. “At Sterling CPAs, our foremost priority is to blend exceptional expertise with a personalized touch. We pride ourselves on transforming complex financial landscapes into clear, actionable strategies that drive our clients' success. Our team is not only well-versed in the latest industry developments but also deeply committed to understanding each client’s unique goals. This approach ensures that our solutions are not just tailored, but truly impactful. We combine rigorous analysis with a genuine enthusiasm for helping you achieve your financial ambitions. At Sterling CPAs, it’s not just about numbers—it’s about making your financial dreams a reality with a dash of excitement and a lot of dedication.”

Recently, two new experts joined the Sterling team. Ronak Bhatt, a CPA with an MBA, brings a wealth of expertise and a fresh perspective to Sterling, executives say. Mugdha Gore, who earned her CPA certification in June, has a depth of knowledge and a dedication that are already making a noticeable impact. Finally, Saunders has obtained her Certification as a Tax Advisor with Main Street Tax Pro. This new credential enhances her ability to offer specialized services across a broad spectrum of 13 areas.

Saunders’ expertise in Entity Selection and Business Structuring allows for crafting optimal setups for business’s tax efficiency. Small Business Tax Strategies means tailoring tax solutions to fit the unique needs of small businesses. Real Estate Tax Strategies aid clients from short-term rentals to cost segregation, as well as Real Estate Professional status. Health Care Expenses and Tax Strategies help clients maximize deductions and plan effectively for health-related costs including Health Savings Accounts and Health Reimbursement Arrangements. Self-Directed Tax-Preferred Accounts will guide clients through self-directed retirement plans and their tax benefits. Retirement Plans and Tax Strategies can create robust plans to secure a client’s financial future.

Moreover, Cryptocurrency and the Metaverse can offer insights into the tax implications of digital assets and emerging technologies. Asset Protection and Tax & Legal Planning help clients safeguard their assets while optimizing tax and legal strategies. Estate and Legacy Planning ensures an estate is managed and passed on according to a client's wishes. Social Security Planning maximizes a client’s benefits and plans for a secure retirement. The Trifecta Strategy integrates multiple strategies for comprehensive financial planning. Charitable Remainder Trusts is a way to structure charitable donations to benefit both clients and their chosen causes. Health Reimbursement Arrangements, Section 105, leverages tax advantages for health expenses through innovative arrangements.

“Evelyn and the team of Sterling CPAs’ expanded expertise ensure they are equipped to provide cutting-edge, tailored advice for all your tax, retirement, and financial planning needs,” notes Sia Kal, Chief Business Performance Consultant.

For more information about Sterling Certified Public Accountants, Inc., please visit www.sterlingcpas.net.