How It Works
From first call to implemented plan, our process is designed to be clear, efficient, and confidential.
At Stonebridge, we believe tax strategy shouldn’t feel like a black box. Our step-by-step process is built to give you confidence at every stage, from discovery through ongoing review.
Step 1. Discovery Call
At Stonebridge, we believe tax strategy shouldn’t feel like a black box. Our step-by-step process is built to give you confidence at every stage, from discovery through ongoing review.
Step 2. Deep-Dive Analysis
Our team conducts a comprehensive review of your financial picture. We model multiple IRS-compliant strategies side by side, highlighting the potential tax savings, compliance requirements, and impact on your bottom line.
Step 3. Presentation
We walk you through our findings in plain English. You’ll see how each strategy works, what it saves, and what documentation is required — so you can make decisions with confidence.
Step 4. Implementation
Once you decide to move forward, we coordinate directly with your CPA, attorney, and other advisors. Every strategy is documented, independently appraised when required, and fully structured for compliance.
Step 5. Ongoing Review
Tax law changes, and so does life. We provide regular reviews to adapt your plan for new opportunities, updated laws, or major financial events — keeping your strategy proactive instead of reactive.
Compliance First. Always.
Every recommendation we make is grounded in the Internal Revenue Code and supported with proper documentation. Our role is to make advanced planning accessible, transparent, and effective.
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.
READY TO GIVE US A TRY?
Are you eligible?
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 ©