About Us
About Stonebridge Tax Advisors
At Stonebridge Tax Advisors, we believe high-income earners and business leaders deserve more than basic tax preparation. You deserve strategies that are forward-looking, compliant and designed to protect and grow your wealth.
Our mission is simple: help clients keep more of what they earn by applying IRS-backed strategies that most traditional advisors overlook. These aren't loopholes or gray areas, they're proven provisions within the tax code, structured for both immediate impact and long-term compliance.
What We Stand For
Trust & Integrity
Every recommendation and strategy is vetted by a team of CPAs and Tax Attorneys and backed by case law.
Expertise
From executives and entrepreneurs to investors and professionals, we specialize in advanced planning that goes beyond surface-level deductions.
Proactive Planning
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Results That Matter
Our clients routinely see significant reductions in their tax burdens while maintaining peace of mind knowing every plan is built on compliance.
Who We Serve
We work with high-income individuals, business owners, and investors who want more than a tax return—they want a strategy. Whether you’re an executive with equity compensation, an entrepreneur growing a business, or an investor managing a diverse portfolio, we’re here to help you minimize liabilities and maximize savings.
BUSINESS OWNERS
W2 Employees
TECH
ATHLETES
FINANCE
DOCTORS
LAWYERS
INVESTORS
INFLUENCERS
Our Approach
At Stonebridge, we combine deep technical knowledge with practical, results-driven solutions. Every engagement starts with listening—understanding your goals, your current structure, and your challenges. From there, we craft a tailored plan designed to create meaningful tax savings and long-term efficiency.
READY TO GIVE US A TRY?
See If You Qualify
You’ve worked hard to build your income. Now it’s time to put a strategy in place that protects it.
Book your complimentary strategy call today and discover what proactive tax planning can do for you.
Stonebridge Tax Advisors provides strategic planning and education. We do not provide tax or legal advice. All strategies should be reviewed by your tax advisor and counsel. Results vary and are not guaranteed.
Stonebridge Tax Advisors, LLC. 2025 ©