WHO WE ARE
We provide tax preparation, consulting, and compliance services to U.S. citizens living abroad or U.S. citizens with foreign investments. We specialize in dealing with complex tax matters related to passive foreign investment companies (PFIC’s) as well as voluntary disclosure reporting for U.S. citizens seeking to come into compliance with IRS. Our value added comes from our experience and expertise in international taxation and our ability to accurately assess our client’s specific needs. We maintain a strong network of international taxation attorneys enabling us to provide our clients with an additional level of support and a robust range of services. As a boutique tax firm, we treat every client with personal attention and take pride in our client’s satisfaction.
MEET THE PARTNERS
Leonard Tuber, EA
Specializes in complex areas of U.S. international tax compliance and reporting. He has held senior and managerial positions in large accounting firms and is currently the CEO and founder of Leonard Tuber USA Tax Services Ltd. He is recognized in the industry as an expert in complex areas of revenue recognition unique to U.S. citizens conducting business overseas. Leonard frequently lectures on areas of U.S. taxation and voluntary disclosure programs. He is highly sought after by fellow tax practitioners for advice on emerging issues.
He earned his B.S. in Accounting from the University of Akron in Ohio and is admitted to practice before the Internal Revenue Service as an Enrolled Agent.
Larry Stern, CPA
Specializes in US tax, International taxation, Relocation consulting, Equity planning. Member of the AICPA since 2005. 12 years of management experience at "Big 4" firms. Over 20 years of international tax compliance and planning experience.
Experience: Wide range of tax experience including U.S. federal and state tax compliance and planning, international tax planning, and tax planning for individuals, partnerships, and corporations. Specialization in international relocation structuring and planning for both employers and employees including stock option and restricted stock planning. Provide tax structuring and accompaniment to foreign companies opening businesses in the USA.
Education: B.S. Accounting, Sy Syms School of Business, New York
Ron Zalben, CPA, TEP
Specializes in US tax, International taxation. Member of the American Institute of Certified Public Accountants (AICPA), Member Wisconsin Certified Public Accountants (WICPA), Member Society of Trust and Estate Practitioners. 7 years of experience working for local firms in the US specializing in tax compliance and planning. over 15 years of experience in working with international taxation including US taxation
Experience: Wide range of tax experience including U.S. federal and state tax compliance and planning, international tax planning, and tax planning for individuals, partnerships, and corporations. Particular emphasis on the interplay between US and other tax systems countries.
Education: B.S., Bradley University Peoria, Illinois. M.S. University of Wisconsin Milwaukee