Maximize What You Keep.
Minimize What You Owe.
Smart, compliant tax strategies for individuals earning $500,000 or more.
We help you reduce what you owe—without switching CPAs.
Our Approach
At Stonebridge Tax Advisors, we focus on strategy, not just filing. We help high-income earners like W-2 professionals, business owners, and investors use the tax code to their advantage. While most CPAs look backward, we look ahead designing custom strategies that reduce your tax burden and build long-term wealth. We don’t replace your CPA, we work alongside them. Our role is to create the plan. Their role is to file it.
Why clients come to us
Why clients come to us
Most of our clients are earning well over $250,000 a year, and they all share the same frustration: they know they’re paying more in taxes than they should. Their CPA might do a fine job filing returns, but there’s little to no proactive planning throughout the year. They’re looking for more than compliance, they want clarity, confidence, and a strategy.
At Stonebridge, we show high-income earners how to bridge the gap between what they earn and what they actually keep. Through thoughtful, forward-looking tax strategies, we help ensure your income works harder for you, not the IRS.
our services
Strategic Tax Planning
We don’t prepare tax returns, we build custom plans to lower your taxable income. Our team reviews your income sources, filing status, goals, and current structure to uncover missed opportunities. We then design a compliant strategy tailored to your exact situation, ensuring nothing is left on the table.
Implementation Support
A good strategy means nothing if it’s not put into action. We help you and your team implement the plan—step by step. Whether it’s adjusting payroll, launching a new entity, setting up a new retirement vehicle, or documenting reimbursements, we make sure your plan becomes reality.
CPA Collaboration
You don’t have to leave your CPA to work with us. In fact, most of our clients keep the same preparer they’ve trusted for years. We provide simple documents you send to your CPA.
Who We Serve
We help a variety of high-income earners unlock meaningful tax savings—often without making any changes to how they earn.
W-2 Employees
High-earning W-2 employees can unlock powerful, compliant tax deductions through income-shifting, advanced retirement plans, and legal reimbursement strategies.
Business Owners
& Entrepreneurs
Reduce self-employment tax, optimize write-offs, and structure income for maximum savings. From cash balance plans to multi-entity setups, we build plans for specialists and private practices alike.
Real Estate &
Professional Investors
Cost segregation, depreciation stacking, and passive activity optimization, all built into your plan.
Email: [email protected]
StoneBridge Tax Advisors, LLC © 2025
Email: [email protected]
StoneBridge Tax Advisors, LLC © 2025