Who We Serve
BUSINESS OWNERS
W2 Employees
TECH Executives
ATHLETES
FINANCE
DOCTORS
LAWYERS
INVESTORS
INFLUENCERS
The People We Help Most
You work hard. You pay a lot. And you suspect there's a smarter, fully compliant way to do it. We partner with high earners and wealth builder who want a documented, IRS-aligned plan; not guesswork.
High-Income W2 Earners
You’ve climbed fast—big comp, bigger tax bill. Your CPA files on time, but no one’s proactively designing a strategy that fits a complex package of salary, bonus, and equity.
Common Pain Points
• 37% federal bracket + state taxes crushing net take-home
• RSU/bonus timing creating surprise tax spikes
• Limited deductions at your income level
What We Do
• Charitable planning structures to offset high ordinary income
• Timing strategies around bonus/RSU vesting events
Good Fit If
• $500,000 annual W-2 income
• Regular bonuses or RSU events
Business Owners & Entrepreneurs
You drive growth, but fast-moving companies commonly create messy taxes; multiple entities, distributions, uneven cash flow, and missed elections.
Common Pain Points
• Inefficient entity structure leading to excess self-employment tax
• Income bunched into one brutal year
• No cohesive owner-comp and distribution plan
What We Do
• Entity design and optimization (S-corp, partnerships, etc.)
• Owner compensation frameworks to reduce self-employment taxes
• Coordinated charitable, retirement, and real estate-linked strategies
Good Fit If
• $750,000+ annual profit across one or more entities
• Irregular income or a pending exit/liquidity event
• Willing to implement SOPs and documentation
Investors with Capital Gains
You sold a position you've nurtured for years -- great problem, large bill. You want to harvest wins without eroding returns.
Common Pain Points
• Long- and short-term gains stacking in the same year
• Concentrated holdings with low basis
• No pre-trade planning before dispositions
What We Do
• Pre-transaction planning to pair gains with qualified offsets
• Charitable vehicles aligned to appreciated assets
• Multi-year gain smoothing to avoid bracket creep and NIIT hits
Good Fit If
• $300,000+ in realized gains this year
• Low-basis or concentrated positions
• Open to pre-planning before selling
Real Estate Professionals
You live in spreadsheets and leases; yet depreciation, cost segregation, and status elections are often underutilized or mis-timed.
Common Pain Points
• Passive loss limitations blocking deductions
• Weak documentation for real estate professional status
• Missed cost-seg and bonus depreciation opportunities
What We Do
• Real estate professional status strategy and substantiation
• Cost segregation studies and timing strategies
• 1031 and installment-sale planning
Good Fit If
• $750,000+ annual profit across one or more entities
• Irregular income or a pending exit/liquidity event
• Willing to implement SOPs and documentation
Equity Compensation Holders
Your comp package is a maze: vesting schedules, AMT landmines, blackouts, and tender offers. One wrong move = avoidable taxes.
Common Pain Points
• Surprise AMT from ISO exercises
• RSUs vesting into peak-tax windows
• No plan for liquidity events or 83(b) elections
What We Do
• Exervise/hold/sell roadmaps that model AMT and cash needs
• Charitable pairing around vesting and liquidity events
• 83(b) and early-exercise decision frameworks with documentation
Good Fit If
• $300,000+ in realized gains this year
• Low-basis or concentrated positions
• Open to pre-planning before selling
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 ©