Jeffrey Stein

Advised high-net-worth individuals and entertainers on tax planning, multi-entity structuring, and IRS resolution as primary point of contact for each engagement. Represented clients before the IRS, managed notice and levy matters, prepared and filed IRS power of attorney (Form 2848), and built proprietary planning models focused on privacy and asset protection.

Delivered cloud-based tax compliance and advisory for small-business and startup clients, managing preparation, review, and advisory independently. Worked within workflow platforms including Karbon, QuickBooks Online, and Xero.

Prepared and reviewed complex individual and entity returns for high-profile entertainment and HNW clients, supporting tax-planning strategy across multi-entity and pass-through structures. Handled royalty income and residency considerations and contributed to business-development efforts beyond core compliance.

Ran day-to-day business management and tour accounting for world-renowned international DJ clients, coordinating with tour managers across multiple simultaneous tours. Owned reconciliations, tour settlement reporting, and personal financial reporting to maintain accuracy across high-volume, fast-moving cash flow.

Supported full-cycle accounting for a high-growth sports and entertainment startup, contributing to ongoing financial operations. The role ended amid a private-equity-driven restructuring.

Earned a B.S. in Accounting from the Leventhal School of Accounting at the University of Southern California.

Active California CPA credential.