At SSTR, we believe in the importance of relationships with our valued clients. We provide our clients with personal assistance backed with our years of advanced training, technical experience and extensive business partnerships that ensures you are receiving the best tax-related services to meet your needs.
We are not a traditional accounting firm – our focus is exclusively on servicing the unique needs of advisors and their clients. As a small and independent firm, we are committed to providing responsive and personalized attention. We will partner with you to meet your needs and to seek opportunities for the best outcomes for your clients.
Free up your valuable time and resources to focus on what you do best by leveraging the power of our specialized tax compliance team.
We are highly knowledgeable in servicing the needs of sophisticated investors. Complex investment reporting, private equity and closely held business reporting, and multi-state reporting are a few of the areas we specialize in.
Our team is expert in preparing Gift and GSTT returns with deep understanding of areas such as relevant elections, fair market valuation concepts, and adequate reporting rules.
Our team is expert in trust compliance, trust document review (SSTR does not practice law) and related reporting.
We understand the types of specialized entities advisors recommend affluent clients employ to achieve their goals.
When dealing with tax reporting issues, a significant drain on an Advisor’s time can be dealing with IRS or state agency correspondence. Let our experienced staff take this on for you.
When it comes to tax-related compliance, training or research projects, we are happy to support your team. Basis tracking, tax-projection review and prior-year amendment filings are a few areas where we can help.
1. Alleviate workload while providing experienced resources and solutions to meet your business needs without incurring the expense of tax personnel.
2. SSTR can provide you with middle or back-office tax preparation and/or review services or be an adjunct to your existing tax staff. We also are pleased to be a direct referral solution to your clients where appropriate.
3. An experienced tax professional becomes your business partner and will work alongside you reviewing progress reports and trouble shooting during tax season.
4. Specific capabilities clients with sophisticated tax reporting require such as basis tracking, K-1 analysis, foreign reporting requirements, cross-state reporting obligations, charitable giving and foundations, client audit representation and dispute resolution.
5. Modern and secure tech stack using enterprise-class tools.
The Corporate Transparency Act (CTA) that was enacted by Congress in 2021 to combat money laundering and other financial crimes by requiring disclosure of the
A federal district court in Alabama recently held the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting requirements to be unconstitutional and enjoined its
The qualified small business stock (QSBS) exclusion was enacted into law in 1993 with a goal of increasing investments in small business by providing a
Mae is a result oriented executive with over 30 years of leadership experience in the financial services industry including the delivery of tax services to high net worth and family office clients.
Prior to co-founding SSTR, Mae was a managing director and part of the Personal Financial Management Group of Goldman Sachs senior management team where she held various responsibilities, including oversight of Ayco’s tax practice and specialized services. Prior to that she was Chief Operating Officer of Ayco. She also served as General Counsel and was responsible for overseeing Ayco’s Compliance and Quality divisions and has a broad range of experience in managing regulatory actions, counseling on complex issues and governance matters.
Mae is a licensed attorney, admitted to practice in New York State. She received a Bachelor of Arts from Fairleigh Dickinson University, a Masters of Arts from Villanova University and a Juris Doctor from State University of New York at Buffalo.
Chris has over 30 years of experience in all aspects of tax services for high-net-worth individuals, including tax preparation and planning strategies, IRS audit defense and tax controls advisory.
Prior to co-founding SSTR, Chris was a managing director and part of the Personal Financial Management Group (PFMG) of Goldman Sachs leadership team as the Head of Ayco’s National Tax Group. He worked closely with PFMG advisers in delivering and meeting the tax service needs of clients at all levels through a team of in-house technical professionals and outsourcing partnerships.
Chris is an Enrolled Agent, admitted to practice before the IRS. He received a Bachelor of Science in Finance from Siena College and an MBA from the Graduate Management Institute of Union College (n/k/a the Clarkson University Reh School of Business).
Jason has over 15 years of experience in tax and financial planning matters affecting high net worth individuals as well as developing interactive small group tax trainings for advisers and tax personnel.
Prior to joining SSTR, Jason was a member of the Personal Financial Management Group of Goldman Sachs most recently as a Vice President within the Ayco National Tax Group as a technical resource to advisors, clients, and tax staff. He joined Ayco in 2007 as a financial analyst transitioning to the tax team in 2010.
Jason is an Enrolled Agent, admitted to practice before the Internal Revenue Service. He received a Bachelor of Science in Business Management from Rensselaer Polytechnic Institute and a Master of Science in Taxation from Northeastern University.
Noreen has over 16 years of experience in tax and estate planning matters affecting high net worth individuals, specializing in gift and generation-skipping transfer tax and fiduciary and estate income tax matters.
Prior to joining Spring Street, Noreen was a member of the Personal Financial Management Group of Goldman Sachs. She served in various roles during her time there within the Ayco National Tax Group, including Vice President of Gift and Trust Services. In this role she lead the team responsible for the preparation of fiduciary income tax returns, estate income tax returns, and gift tax returns. Additionally, Noreen has extensive experience training financial planners and tax professionals on these matters, reviewing trust documents and other related legal documents, and working with tax agencies on correspondence and tax audits. She joined Ayco in 2006 as a Tax Intern and became a full-time employee upon graduation that year.
Noreen is an Enrolled Agent, admitted to practice before the Internal Revenue Service. She received a Bachelor of Science in Accounting from Siena College.
We are seeking technical and pragmatic candidates who want to be part of a team of problem solvers not afraid to do things differently to grow and achieve optimal results for clients. SSTR is open to flexible work schedules.
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