RLN US Acquired Valhalla Tax Firm
The integration of Sternbach & Rose into the New York firm expands local tax advisory services.
Updated on Sept. 22, 2026 in Taxes
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RLN US officially acquired the Valhalla-based tax and advisory firm Sternbach & Rose on September 1, 2026. This acquisition integrates the regional practice into the broader RLN US organization.
Why it matters
The deal expands the presence of RLN US within Westchester County, effectively growing its capacity for local tax and advisory services. The merger brings new resources to the firm's existing client base in the region.
Five employees from the former Sternbach & Rose practice have joined the staff at RLN US as part of the acquisition. The total number of clients or specific asset values involved in the transaction remains undisclosed.
The players
RLN US
A New York-based firm providing professional tax and financial advisory services to individuals and businesses.
Sternbach & Rose
A formerly independent tax and advisory firm based in Valhalla, N.Y.
Felecia Sternbach
A new tax partner at RLN US who formerly led the practice at Sternbach & Rose.
Ellen Rose
A former partner at Sternbach & Rose who is currently serving through a transition period before retirement.
The details
The acquisition formally merges the Sternbach & Rose practice into the RLN US tax and advisory division. As part of this transition, partner Felecia Sternbach has joined RLN US, while Ellen Rose is set to retire following a transition period. This consolidation allows RLN US to scale its specialized advisory services for taxpayers throughout Westchester County.
Timeline
September 1, 2026: The acquisition of Sternbach & Rose became effective.
Money Landscape
This deal follows the broader industry trend of consolidation among regional tax and advisory firms seeking to scale operations. Such moves are often designed to increase service depth in suburban markets like Westchester County.
Clients of the former Sternbach & Rose firm should confirm their updated points of contact and transition procedures with their tax professionals. Anyone concerned about their tax advisory services during this integration should consult with a qualified financial or tax professional.
The takeaway
The acquisition of a local firm can lead to changes in service capacity and personnel for existing tax clients. Residents affected by this shift should maintain clear communication with their advisors during the transition period to ensure continuity in their tax planning.
Further reading
For more on managing professional tax relationships, review our guide to Taxes.
Source note: This article includes information reported by The National Law Review - A Free To Use Nationwide Database of Legal Publications.
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