Our Vision & Mission

Our Vision Is To Be a Global Trusted Advisor Passionate About Providing Stellar U.S. Tax Solutions


We are a U.S. tax accounting firm that is looking for relationships, we are looking for clients who want to grow old with us; clients who want to celebrate their successes with us; and those who will need a helping hand when times become challenging. We want to be a trusted advisor, who will always be part of our clients’ inner circle, no matter where in the world they are located.


Core Values:

Professional Excellence
Embrace Positivity
Deliver Outstanding Service 

Trustworthy and Dependable
Cultivate Strong Relationships
Show Initiative


Our mission at Philip Stein & Associates is all about the “How”, how we serve our clients, how we treat our employees, and how we master our competency in our field of expertise. Philip Stein & Associates is values driven; while growth and profit are critical to our existence as an organization, values are what sustain us. We seek out trusted partners who share our values to develop a vibrant network of fellow service providers who can meet and anticipate our clients’ needs.

Business People Hands Shaking

Philip Stein & Associates is values driven...
values are what sustain us