Personal Services


Complete personal tax, accounting, and financial planning services

For many years, Ross-Stern & Associates has helped individuals and families manage their tax planning, accounting, and financial planning needs. From minimizing the impact of federal and state taxes, to maximizing your return on investments, to planning and financing educational, estate, and retirement needs, our tax and accounting specialists can help realize your goals.

We can help you understand the potential tax impact on investments, inheritance, along with life and career changes. While many individuals only think about income taxes during the March and April filing season, we can help with your tax planning before year-end and other times of the year. Getting an early start can reap many rewards.

Our Personal Services include:

Contact us or call 818.776.0399 to schedule a consultation to discuss how Ross-Stern & Associates can help you with our tailored personal tax, financial planning, or other needs. 

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