Cut Your Taxes, Keep More Wealth
Stonebridge Tax Advisors helps high-income earners and business owners legally reduce their tax liability by up to 50% using IRS-compliant, charitable strategies.
Real Results
Clients have saved millions in cumulative taxes while funding meaningful community programs.
Business owner reduced liability through charitable giving framework
High-income earner funded technology for underprivileged schools
Doctor used charitable structure to offset exit proceeds
Case studies are illustrative. Individual results vary based on circumstances and eligibility.
Our Approach
We educate and coordinate sophisticated strategies, always working alongside your CPA. Every plan is fully documented, independently appraised, and compliance-first.
IRS Compliant
Every strategy is backed by independent appraisals and full documentation for complete IRS compliance.
CPA Collaboration
We work alongside your existing CPA, never replacing them. Our role is education and coordination.
White-Glove Service
From discovery to execution, we handle every detail with precision and professionalism.
Building Bridges to Your Financial Future
Who We Serve
Our strategies are designed for sophisticated taxpayers seeking legitimate ways to reduce their tax burden.
Proven Strategies
IRS-compliant approaches that create meaningful impact while reducing your tax burden.
Charitable Giving Frameworks
Create meaningful impact while unlocking six-figure deductions through structured charitable contributions.
Tax Deferral Opportunities
Shift taxable income into more favorable years while preserving liquidity and flexibility.
Private Investment Opportunities
Participate in exclusive offerings structured for accredited investors with tax advantages.
Connect Your Wealth to Purpose
Transform your tax obligations into meaningful charitable impact
Discover Your PotentialAre you a CPA, RIA, or attorney?
See how to add six-figure revenue for your clients and practice with our Partner Program.
Ready to Reduce Your Tax Burden?
Take the first step with our confidential Tax Impact Assessment to see how much you could save.