Strategic Tax Services for High-Income Earners and Business Owners

We go beyond tax prep to deliver proactive, year-round strategies that reduce your tax burden and build long-term wealth.

About Us

At Stonebridge Tax Advisors, we don’t believe in one-size-fits-all tax solutions, because your income, goals, and opportunities are anything but average.

We specialize in advanced, proactive tax strategies designed for high-income earners and business owners who want to do more than just file taxes. Our clients come to us because they’re ready to take control of their financial future and stop leaving money on the table.

Whether you’re earning through a W-2, running a business, or managing multiple income streams, we design tailored tax strategies that align with your goals and minimize your liability. We collaborate closely with your existing CPA or financial advisor to ensure every move is executed properly, legally, strategically, and with confidence.

Advanced & Strategic

Tax Planning Solutions

W-2 Income Shielding Strategies

Income Shifting & Family Tax Planning

Entity Structure Optimization

Cost Segregation Studies

Charitable Giving Optimization

Real Estate Tax Strategy

Multi-State Income Planning

Tax-Efficient Investment Structuring

Coordination with Your CPA or Financial Advisor

Trust & Estate Tax Structuring

Coordination with Your CPA or Financial Advisor

Strategic Tax Deferral Tools

Annual & Multi-Year Tax Planning Roadmaps

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.