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Client Testimonials

Slide "I would like to express my gratitude to Philip Stein & Associates, in particular to my associate, Yael, for all the work she has done for my mother and me over the last two years."

– Val S.
Slide Philip Stein & Associates has been incredibly helpful to me during difficult times. Their assistance and care are very much appreciated.

– Aviva R.
Slide "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.
Slide "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
Slide "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.
Slide "It was a pleasure working with PSA on my 2019 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.
Slide "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.

Phillip Stein and Associates The Premier Accounting Firm in Israel

Choosing the right accountant is crucial. People are looking for different things when choosing an accountant, but some attributes are essential to most. They are undoubtedly looking for someone who has expert knowledge in their field, and they are also looking for someone who will put the customer first when acting on their behalf. Good customer service is key, the customer must feel comfortable working with their accountant and feel they are approachable and knowledgeable.

 

For U.S. citizens living in Israel, making sure they are fully compliant with U.S. taxes is always a worry. Many are unaware of their requirements to file taxes in the U.S. and find themselves in a difficult situation when the U.S. taxman comes knocking. Others are aware of their obligations but need expert advice to ensure that they do so to their advantage when they file.Questions  may arise periodically, for instance, regarding  investments, where getting the right advice for their situation is absolutely crucial.  A mistake could cost them financially in the long term.

 

U.S. citizens living in Israel have added complications, sochoosing an accountancy firm that understands their predicament and is available during Israeli working hours rather than American hours is a real bonus. Some people also like to to meet with their accountant, discuss matters, and sign papers in person rather than digitally.

 

Phillip Stein and Associates, based out of Jerusalem, Ramat Gan and Beit Shemesh, was established in 1979 and specializes in U.S. tax services. Ourexpertise and professionalism has provided us with the privilege of working with generations of clients since our founding, serving as their dedicated CPA firm in Israel. We are especially suited to working with people who hold both U.S. and Israeli citizenship.

 

We are committed to providing clients with expertise in U.S. taxes in Israel, the U.S., and abroad, addressing concerns regarding catch-up filings, tax refunds, and child tax credits, filing an FBAR or FATCA, and all other tax-related needs. Weare strictly dedicated to principles of trust, excellent customer service, experience, and professionalism.Philip Stein & Associates provides strategic tax planning and accounting services to established corporations, startup companies, and individuals that need help navigating the U.S. tax system. 

 

It is certainly possible for an individual to file their taxes digitally without the use of an accountant. Many people do this successfully, especially when their situations are straightforward. However, by using the services of a reputable and knowledgeable accountant such as Phillip Stein and Associates, you can be assured that not only will all your tax documents be filed correctly but we will advise you on  how to minimize your tax liabilities and gain credits where they are due. Often, being a dual citizen can produce complications that an individual may be unaware of concerning  filing annual taxes, the FBAR, or FATCA. So employing an accountant knowledgeable in these issues is an advantage.

 

Phillip Stein and Associates are approachable and would be happy to discuss your accountancy needs with you.

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