Tax Solutions That Work
Comprehensive tax reduction strategies designed for high earners, founders, executives, and family offices who want to reduce avoidable taxes while keeping life simple.
Who We Help
High earners, founders, executives with equity, real estate investors, licensed professionals, and family offices who want to reduce avoidable taxes while keeping life simple.
High-Income Individuals
W-2 professionals, partners with K-1 income, and investors with significant realized gains seeking measurable tax reduction without complexity.
Business Owners & Founders
Owners of LLCs, S corps, C corps, and partnerships optimizing compensation, distributions, and exits while protecting optionality.
Executives with Equity
Public and private company leaders with RSUs, ISOs, NSOs, ESPP, or carried interest facing large tax events tied to vesting or liquidity.
Real Estate & 1031 Alternatives
Active and passive real estate investors needing smarter timing, depreciation, or exit planning when 1031 isn't ideal.
Doctors, Attorneys, Tech Professionals
Licensed professionals with demanding schedules, high income, and limited time for tax planning.
Family Offices
Single and multi-family offices seeking repeatable, compliance-first frameworks for tax, philanthropy, and intergenerational planning.
What We Do
We design compliant, documentation-first tax strategies that layer onto your existing plan. Our team coordinates with your CPA, builds a clear execution checklist, and monitors results across years, not months.
Compliance-First Approach
Every strategy is built with documentation, independent validation, and strict adherence to IRS guidelines.
Coordinated Execution
We work with your existing CPA, attorney, and wealth advisor to ensure seamless implementation.
Long-Term Focus
Multi-year planning with ongoing monitoring and carryforward tracking.
Common Outcomes
Our clients typically see measurable improvements in their tax efficiency and cash flow management.
Lower Effective Tax Rates
Through charitable planning, timing, basis management, and entity design
Better Cash Flow
From optimized elections, deductions, and credits
Fewer Surprises
With calendarized deadlines and proactive reviews
How We Work
Our proven process ensures thorough planning, seamless execution, and ongoing optimization.
Short Intake
Quick assessment to confirm fit and identify opportunities
Discovery Call
Align on goals, constraints, and timing requirements
Written Plan
Detailed strategy with savings ranges and guardrails
Execution Support
Coordinate with your advisors for seamless implementation
Ongoing Review
Monitor results and track carryforwards across years
Fit at a Glance
Most value for households above $300k annual income or investors with material capital gains or K-1 income. We can assess quickly and tell you if the juice is worth the squeeze.
Disclosure: Stonebridge Tax Advisors LLC provides strategic tax planning and coordination. We do not provide legal or investment advice. Strategies are subject to IRS rules and individual eligibility.