We Find the Tax Savings Your CPA Misses
Not because your CPA isn't good—but because this requires specialized expertise most CPAs don't have (and don't claim to have).
The Honest Truth About Tax Planning
Most CPAs are excellent at compliance. They file your returns correctly, keep you out of trouble, and answer your questions. That's their job, and they do it well.
But compliance isn't strategy. Proactive tax planning—especially coordinating charitable structures, timing asset donations, managing multi-year carryforwards, and navigating complex entity structures—requires specialized expertise that most CPAs don't offer (and don't claim to).
Think of it this way: Your primary care doctor is great at annual checkups and treating common issues. But for a complex surgery, you see a specialist. Same with taxes. Your CPA handles the fundamentals brilliantly. We're the specialist for high-income earners with complex situations.
We work alongside your CPA, never replacing them. We design the strategy, coordinate the execution, document everything, and hand your CPA a complete filing package. They review, approve, and file with confidence.
Who We Actually Are
A small team of tax strategists who specialize in one thing: finding legal tax savings for high-income earners.
We Are NOT:
- • A CPA firm (we don't file returns)
- • A law firm (we don't give legal advice)
- • An investment advisor (we don't manage money)
- • A "magic bullet" tax shelter scheme
We ARE:
- • Tax strategy specialists
- • Coordination experts (between you, your CPA, appraisers, charities)
- • Documentation perfectionists
- • The specialists your CPA calls when they need help
Our Specialty
We help people earning $500K-$5M+ annually legally reduce their tax burden by $150K-$750K per year through strategic charitable giving, entity optimization, and timing strategies—all IRS-compliant, CPA-coordinated, and independently appraised.
How We Operate
These aren't marketing slogans. These are non-negotiable operating principles.
What Makes Us Different
Compared to other tax advisors, accountants, and "tax optimization" firms:
Legal Stuff (That Actually Matters)
What We Are (Legally)
Stonebridge Tax Advisors LLC is a tax strategy consulting firm. We are not a law firm, CPA firm, or registered investment adviser. We don't file returns, give legal advice, or manage investments.
What This Means for You
Every strategy we design:
- Must be reviewed and approved by your CPA before filing
- Must comply with current IRS rules and state tax codes
- Must be documented with independent appraisals where applicable
- Is subject to your individual circumstances and eligibility
No Guarantees (Because Honesty Matters)
Tax laws change. IRS interpretations evolve. Your specific circumstances vary. We can't—and won't— guarantee specific tax outcomes. What we do guarantee: conservative strategies, complete documentation, and IRS code compliance based on current law.
Circular 230 Disclosure: IRS regulations require us to inform you that any tax advice in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.
Ready to See What We Can Find?
Take the 10-minute assessment. We'll show you exactly how much you could save—and whether you qualify.