Stoecklein CPA, LLC
Comprehensive and Personalized Accounting & Tax Solutions
Personalized Service and Solutions
I specialize in providing personalized tax and accounting services. I keep my client base small, which allows me to know my clients well. I strive to provide value added tax planning. I believe in holistic advice that aligns all of your advisors and long term goals. Effective communication is critical so you have clarity and peace of mind and you understand how your long term tax planning impacts your goals. I work with individuals, business owners and real estate investors.
Personal
To many tax preparers merely complete a tax return and do not provide the critical advice and planning. I work with individuals that have complex situations who need a more proactive and collaborative approach. For high net worth and high income clients, I work with your financial and legal advisors to ensure alignment between your financial and estate plans. A long term view is often needed for planning for employe stock compensation, roth conversions, charitiable contributions and estate planning.
Real Estate
Real estate investors need special tax planning due to the complexity of real estate rules and importance of entity structuring. I am personally an investor in various kinds of real estate so I can relate to your needs as an investor. We can maximize depreciation opportunities including aligning with a cost segregation analysis. Understanding and applying the real estate professional rules and passive loss rules can be critical to your tax plan and compliance. For short term rental investors the rules can be complex and if properly applied can also be very advantageous.
Business
I seek to provide proactive planning to business clients to maximize deductions, optimize your financial structure and lower the net present value of your tax liability. I understand and align your long term business plans and objective. Entity structure planning is an integral part of tax plan. Tax rules have changed significantly the past few years increasing planning opportunities. Fixed asset acquisition tax planning is critical with the current depreciation rules.
About Us
Stoecklein CPA, LLC is a certified public accounting firm located in the South Hills of Pittsburgh led by Christian Stoecklein, a highly respected CPA with 25 years of experience. We offer a variety of comprehensive tax, accounting and advisory services.