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Philip Stein and Associates
The Premier U.S. Accounting Firm in Israel

The expertise you need.
The attention you deserve.

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Serving you for 46 years
1900
Staff members
20 +
Response within 24 hrs., Sun-Thurs
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services

Taxation & Compliance Solutions

Tax Planning for HNW Individuals 

Tailored tax strategies to optimize wealth for high-net-worth individuals. Structure and retirement assistance, along with estate planning.

RSU & Options

Comprehensive guidance on managing RSUs and stock options. Our experts help you navigate tax implications and plan for an IPO or exit.

Venture Capital 

Strategic tax advice for venture capital partnerships. We support your growth with optimized tax planning and compliance.

Hi-Tech & Corporate Tax

Specialized tax solutions for hi-tech companies. We ensure your business benefits from the latest tax incentives and regulations.

Relocation

Seamless tax support for individuals and businesses moving from Israel to the US. We handle all tax matters to make your transition smooth and stress-free.

Corporate State Compliance 

Ensure your business meets all state tax requirements. Our services keep you compliant and help you avoid penalties with proactive management.

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Client testimonials

Philip Stein & Associates has been incredibly helpful to me during difficult times. Their assistance and care are very much appreciated.
Aviva R
I have been bouncing around between a couple of U.S. accountants in Israel for the last ten years, never satisfied. After receiving warm recommendations from my work colleagues about your firm, particularly recommending Avraham, your firm just completed my U.S. Tax returns. Just wanted to say it was the most professional, pleasant, and efficient accountant "experience" I have had in Israel to date!!!!
Mark R
My preparer, Avraham, made sure to answer every question and made sure all was clear to the point where I should feel comfortable in the knowledge that all has been prepared and set up. I may not understand tax and all the IRS forms, but I definitely felt that I was in good hands. I have really enjoyed working with him and find it very important to write this letter as a genuine token of my gratitude for his services.
Amichai
I am very lucky to be working with my preparer, Abba, and grateful that he is assigned to do our taxes. What he just told me was most reassuring and that is just one example of his guidance. Thank You!
P.F
It was a pleasure working with PSA on my tax return. I really appreciated my preparer, Yehuda's knowledge and approach in asking me to prepare the information needed to complete my return. In particular, I found your coordination with my Israeli accountant to file my Israeli return made a complicated process appear to be seamless and feel simple and smooth. Thank you very much for your professional expertise and skills.
Stephen D
We have entrusted our associate and PSA with preparation of our US tax filings for several years now and have been very pleased with the consistently high level of service they have provided. Our communication with our associate and the rest of the staff is always clear, efficient as well as pleasant, even when dealing with complicated issues. We get regular helpful reminders to prepare to meet our tax deadlines, which makes the whole process go smoothly. We highly recommend their services!
Michele K
My associate, Esther K., has been preparing my tax returns for the past few years. She is an exceptionally professional and knowledgeable CPA. In addition, she possesses qualities like attention to detail, integrity, and honesty. I completely trust her and feel I am in the best hands possible.
Zvi B., 2024
I've been a very happy client for years, and have recommended the firm to others. You provide great service, and Ariel has always been a pleasure to work with. Thank you!
Michael S.
I’ve been extremely satisfied with the service at Philip Stein for a few reasons. First, my associate, Daniel L. is very client oriented. He answers my questions timely and in an easy to understand manner. He’s also very patient, willing to explain difficult issues. I also appreciate all the technology which makes it easy to upload documents and check status. Finally I will say that I avoided P Stein for my first few years because I thought I’d get lost in an impersonal large company. In fact, the opposite is true!
Paulette W.2024
My accountant Adela has been a pleasure to work with. She always answered questions right away and was very patient and pleasant. In addition, she was very thorough in her work. Thank you very much.
Mark A2025

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Publications

Our blogs & Podcasts

Our Blogs
Ben Gurion arrivals hall

The Proposed 2026 Israel Tax Reform for New Olim

Last Updated 2 weeks ago Recently, Finance Minister Bezalel Smotrich announced a potential new tax…

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Our Podcasts
Podcast title and episode name

Episode 7: New Aliyah Tax Reform 2026 – Game Changer or Mirage?

Last Updated 2 weeks ago In a significant turn of events, the Israeli government has…

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Get to know us

About Philip Stein & Associates

Philip Stein and Associates is a premier accounting firm based in Jerusalem, Ramat Gan, and Beit Shemesh, established in 1979. Specializing in U.S. tax services, our team of experienced income tax professionals has proudly served generations of clients as their dedicated certified public accountants (CPAs). Our firm is particularly well-suited to assisting individuals who hold both U.S. and Israeli citizenship.

We provide top-tier tax planning and consulting services, addressing concerns such as relocation issues, RSUs, stock options, filing an FBAR or FATCA, and all other tax-related needs. Our commitment to trust, excellent customer service, extensive experience, and professionalism sets us apart. Philip Stein & Associates offers strategic tax planning to established corporations, startup companies, and individuals navigating the U.S. tax system.

While it is possible to file taxes digitally without an accountant, using reputable and knowledgeable income tax professionals like Philip Stein and Associates ensures your tax documents are filed correctly, minimizing tax liabilities and maximizing credits. Dual citizenship can complicate annual tax filings, making our expertise invaluable.

Philip Stein and Associates are approachable and ready to discuss your tax planning needs. As trusted US tax accountants in Israel, we are here to help with all your tax-related needs.

Our team is always ready

Processes

Our Proven Process

Engagement & Onboarding

The journey begins with a personalized call during which we assess the client's specific situation, needs, and goals. Once engaged, clients are guided through a smooth onboarding process, during which we outline the scope of services, cost breakdown, and timelines, followed by an introduction to their associate.

Document Collection

Clients are provided with a clear list of necessary documents and information, which they can submit through our secure, user-friendly platform.

Tax Preparation and Review

Our experts meticulously prepare and review all tax filings, ensuring accuracy, compliance, and optimization.

Client Review and Education

We present a draft of the tax filings to the client, walking them through each component to ensure understanding and satisfaction. This step includes educational moments to empower clients with knowledge about their tax situation

Filing and Compliance

With client approval, we file all relevant tax forms and handle all interactions with tax authorities as needed.

Ongoing Support and Advisory

Beyond tax season, we remain available for advisory services, planning, and any questions our clients have, ensuring they feel supported and confident while providing peace of mind.

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