See If You Qualify
Take the first step toward reducing your tax liability by up to 50%. Our confidential assessment takes just 10 minutes.
How It Works
Complete the Assessment
Fill out our comprehensive form with your financial information
Quick Review
Our team reviews your submission within 24-48 hours
Schedule Discovery Call
If you qualify, we'll schedule a confidential strategy session
Get Your Plan
Receive a customized tax reduction strategy tailored to your situation
Quick Fit Assessment
Let's see if our strategies are right for your situation with these two quick questions.
What is your anticipated income this year?
What is your Accredited Investor status?
(select all that apply)Important Disclosures
Educational Services: Stonebridge Tax Advisors provides education and coordination services. We do not provide tax, legal, or investment advice. All strategies require participation from your CPA or tax professional.
No Guarantee: Past performance does not guarantee future results. Individual results will vary based on personal circumstances, tax situation, and strategy implementation.
Compliance: All strategies are designed to be fully compliant with IRS regulations. We provide complete documentation and work alongside your existing tax professionals.
Confidentiality: All information provided is kept strictly confidential and is used solely for the purpose of evaluating your eligibility for our strategies.
Common Questions
Is my information secure?
Yes. We use bank-level encryption to protect your data. Your information is never shared without your explicit consent.
What happens after I submit?
Our team reviews your assessment within 24-48 hours. If you qualify, we'll reach out to schedule a confidential discovery call.
What if I don't qualify?
We'll let you know why and provide guidance on steps you can take to potentially qualify in the future.
Is there a cost for the assessment?
The initial assessment is free. We only charge fees if you choose to move forward with implementation.