Our Team
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Multi-Funding

Outsourced Staffing Services

Business Growth Consultant

Social Security Specialist

Software Services (Tax Review System)

Cost remediation specialist for businesses and business owner’s personal expenses.

Captive Insurance Alternatives

Outsourced Payroll and HR

Estate Planning Specialist (Estates $0 to $5m)

National Disability Insurance Specialist

Merchant Processing

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Fractional CFO/bookkeeping using Automation/AI

Employee Retention Credits

Customized Business Owner Benefit Plans and Employee Retention Plans

Wealth Management, Estate Planning, and Insurance

Client Business Advisory

Advanced Tax and Estate Planning

Advanced Tax and Estate Planning

Advanced Qualified Plans

Advanced Tax and Estate Planning ($50 Mil. minimum estate value)

Tax Resolution Specialist

Business Exit Planning

Charitable Gift Financing / Life Settlements and Investments

R&D Tax Credits

Business Valuation (Certified Valuation Study)

Outsourced CFO Specialist ($3 mil. minimum business revenue)

Outsourced CFO Specialist

Digital Employees and Robotics

Estate Planning ($0 to $5m)

M&A – Practice Acquisitions & Disposals

Captive Insurance Companies

Technology and Cyber Security Specialist

Employee Benefits Specialist

Business Sale and Succession Planning

Premium Financing (Min $2.5 Million Net Worth)

Leadership and Cultural Change Expert

Cost Remediation - Property Tax Reduction and Economic Incentives

ESOP Expert

Premium Financing

Tax Incentives for Export Businesses

Employee Retention Credits and R&D Tax Credits

Disability Insurance Specialist - Provider of DI Planning Software

1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds
Get Social With Us
If you’re frustrated by disjointed efforts to manage your wealth and legacy…
Sterling First Financial’s team-based approach will seamlessly coordinate your wealth management so you can parlay your current success into more opportunities for growth.