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 filing. We help high-income earners 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.
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.
Built for High Earners
We work with high-income earners and professionals across industries. Each profile below faces unique challenges — and we deliver tailored, compliant strategies to reduce their tax burden.
BUSINESS OWNERS
Reduce liability and optimize entity structures for efficiency.
W2 Employees
Protect bonuses and RSUs from excessive tax drag.
TECH
Manage equity comp, AMT, and liquidity events.
ATHLETES
Preserve earnings and plan for long-term wealth transfer.
FINANCE
Defer and allocate carried interest for maximum efficiency.
DOCTORS
Lower W-2 tax drag and leverage defined benefit plans.
LAWYERS
Integrate retirement planning with quarterly income alignment.
INVESTORS
Minimize capital gains exposure through tax-advantaged structures.
Content creators
Protect growing income streams with compliant structures.
Tax Strategies Tailored To High Earners
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Charitable Giving Structures
Transform donations into six-figure savings — while supporting causes you care about.
Real Estate-Linked Benefits
From cost segregation to depreciation, we unlock real estate benefits most high-earners miss.
Equity Compensation Optimization
Avoid AMT blow-ups and RSU tax spikes with proactive equity planning.
Business Structure Optimization
The wrong entity costs you. We restructure to protect income, reduce liability, and maximize efficiency.
Don't worry, we can help!
Case Studies
Real Clients. Real Savings.
Explore real-world examples of how high earners, entrepreneurs, and professionals saved six figures in taxes with IRS-compliant strategies.
BUSINESS OWNERS
How a $4.2M firm cut tax liability by 38%.
W2 Employees
NYC exec reduced taxable income by $320K.
TECH
Engineer avoided $85K in AMT and RSU tax spikes
ATHLETES
Professional athlete saved $210K while building legacy fund.
FINANCE
PE partner lowered tax rate by 17% — $1M+ saved
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 ©