About Stonebridge
Where strategy meets compliance. Where documentation meets execution. Where complex tax questions find clear answers.
Boutique Advisory
Strategy • Compliance • Operations
We sit at the intersection of strategy, compliance, and operations. When timing matters and the bar for due diligence is high.
Who We Are
Stonebridge is a boutique advisory that helps high-earning individuals and owners navigate complex tax questions with structure, documentation, and calm execution.
Clients come to us when the obvious options have already been used, when timing matters, and when the bar for due diligence is high.
We are a specialist partner that coordinates closely with your existing professionals to design, document, and deliver strategies that fit your facts.
What We Do
We design and orchestrate tax-efficient plans that layer onto your current approach rather than replace it.
Plain-English Documentation
Clear explanations and independent third-party validations for every strategy.
Complete Filing Packages
Ready-to-file documentation packages for your CPA with full audit trail.
Philanthropic Integration
Multi-year planning to align charitable impact with tax outcomes.
Areas of Focus
Common tools, rigorous execution, clean documentation
How We Work
At each step we prefer documentation over promises, and independent verification over opinions.
Triage
A short intake to understand filing status, income mix, constraints, and goals.
Discovery
A focused conversation to confirm fit and define decision criteria.
Diligence
Targeted requests, third-party reviews, and modeling with guardrails.
Coordination
Workstream alignment with your CPA, attorney, and other advisors.
Execution
Timeline management, paper trails, and signature-ready documents.
Closeout
Filing support for your CPA and a clean archive for your records.
Review
Post-implementation check-ins and planning for carryforwards.
Who We Serve
- •Partners in professional practices and closely held firms
- •Founders, executives, and key employees with equity and bonuses
- •Investors with complex K-1s, real assets, and multi-state footprints
- •Family offices and families in transition planning around exit, liquidity, or legacy
Our Wheelhouse
If your situation involves multiple entities, inconsistent cash flows, state complexity, or philanthropic interests, you are likely in our wheelhouse.
What Clients Notice
Our Principles
Compliance First
If it is not supportable, it does not ship.
Client Alignment
Strategies must fit your facts, risk tolerance, and values.
Simplicity Where Possible
Layer, do not tangle.
Independent Validation
Third-party appraisals and reviews when prudent.
Plain English
No jargon without translation.
Discretion
Your information and plans stay quiet and need-to-know.
Compliance Culture
Regulatory rules change. Facts differ. Documentation matters. Our approach is conservative and evidence-driven. We build record sets that include source documents, independent reports where appropriate, and filing-ready packages for your CPA.
We actively avoid shortcuts that compromise audit posture. Nothing we produce is positioned as a guarantee of tax treatment, and every plan is tailored to individual circumstances.
Stonebridge Tax Advisors LLC does not provide legal or investment advice. We collaborate with your licensed professionals and can introduce independent specialists when you request it.
Security and Data Handling
We collect only what we need, for only as long as we need it. Files are exchanged through secure links, encrypted in transit and at rest. Access is role-based and time-bound. NDAs are available on request. We do not sell or share your information for marketing purposes.
Leadership and Network
Our team blends operating experience, technical research, and program management. Around each client matter we assemble the right mix of internal staff and independent specialists. Your core relationship stays consistent, and your workstream remains single-threaded through a dedicated point of contact.
Impact, Quietly Done
Many clients choose to integrate intentional giving into their planning. When aligned with your goals and facts, we can help translate values into well-documented action that benefits both community and compliance objectives. We measure our work by clarity of record, quality of coordination, and the confidence you feel signing your return.
A Note on Results
Every client's situation is unique. Statutes evolve, states differ, and facts govern outcomes. We focus on process, precision, and documentation so that whatever you choose to implement is defensible, aligned to your risk tolerance, and coordinated with your CPA. The objective is straightforward: keep more of what you earn within the rules as written.
Disclosures
Stonebridge Tax Advisors LLC is a tax strategy consulting firm. We are not a law firm, CPA firm, or investment adviser, and no content on this site should be construed as legal, tax, or investment advice. Any strategies discussed are subject to IRS and state rules, income and deduction limits, substantiation requirements, charitable caps, and other constraints. Outcomes vary by taxpayer. Consult your own attorney, CPA, and financial adviser before acting. Circular 230 disclosure applies where relevant.
Ready to Transform Your Tax Strategy?
Take our confidential Tax Impact Assessment to see if you qualify for strategies that could significantly reduce your tax liability.