A Clear, 6-Step Process
Our proven methodology ensures complete compliance while maximizing your tax savings. Every step is designed to protect you while creating meaningful impact.
Stonebridge 6-Step Client Roadmap
Our systematic approach ensures complete compliance while maximizing your tax savings at every step.
Tax Impact Assessment
Discovery Call
Strategy Design
Strategy Review
Engagement & Execution
Reporting & Optimization
Detailed Process Breakdown
Here's exactly what happens at each step of our engagement.
Tax Impact Assessment
Purpose
Establish basic eligibility, estimate potential savings, and set expectations for documentation and timelines.
You provide
7 to 10 minute intake: filing status, state, income mix (W-2, K-1, equity), entity types, rough AGI range, equity comp notes, charitable history and preferred causes, goals, timing, liquidity, CPA contact, consent for secure communications.
We do
Review inputs, screen against IRS limits and eligibility criteria, confirm accredited status if applicable, route to strategy team, and request quick clarifications when needed.
Timing
Same-day review when possible, otherwise within 1 business day during peak periods.
Deliverables
Estimated savings range with guardrails, next-step guidance, link to schedule Discovery.
Discovery Call
Purpose
Understand objectives, constraints, and preferences. Align on what success looks like.
You provide
20 to 30 minute call. Share goals, business or employment structure, constraints, philanthropic interests, timing priorities. Introduce your CPA or provide contact info.
We do
Validate fit, outline likely approach in plain English, set decision criteria, provide a tailored document checklist and secure upload link. Optional NDA available.
Timing
Discovery scheduled at your convenience. Follow-up checklist sent same day.
Deliverables
Preliminary plan outline, personalized document checklist, portal access.
Strategy Design
Purpose
Build a bespoke, audit-conscious plan that balances tax impact, liquidity, and philanthropic goals.
You provide
Uploads through the portal: last 2 years 1040s and state returns, recent W-2s and K-1s, entity docs, equity grant statements, cap table if relevant, prior appraisals if any, preferred charities. Be available for 1 to 2 brief clarifications.
We do
Model scenarios with IRS guardrails, quantify deduction ranges and cash-flow effects, map multi-year carryforwards, coordinate with your CPA, order independent appraisal when applicable, assemble compliance documentation.
Timing
Typical build time 5 to 10 business days depending on complexity and document completeness.
Deliverables
Draft strategy pack: mechanics diagram, expected ranges, cash-flow notes, carryforward plan, timeline, required third-party components.
Strategy Review
Purpose
Compare options, understand costs, benefits, and risks, and choose a path with confidence.
You provide
30 to 45 minute meeting. Review options, ask hard questions, select a preferred path, confirm timing and preferences.
We do
Present options side by side, explain mechanics in plain English, finalize the bill of materials and implementation steps, answer all questions.
Timing
Review scheduled at your convenience. Decision packet sent same day when possible.
Deliverables
Decision packet: approach summary, final requirements checklist, engagement scope, pricing options.
Engagement and Execution
Purpose
Move from plan to action with tight controls, clear signatures, and complete documentation.
You provide
E-sign the engagement and required compliance forms. Approve transactions, fund or contribute as needed, sign execution documents.
We do
Implement within the appropriate entity framework, coordinate custodians, appraisers, charities, and any broker-dealer components, maintain full substantiation. Update your secure portal with statuses and documents.
Timing
Execution typically 1 to 3 weeks depending on components and third-party scheduling.
Deliverables
Executed agreements, receipts or acknowledgments, substantiation binder, CPA handoff memo.
Reporting and Optimization
Purpose
Ensure smooth filing, preserve future benefits, and identify next-year opportunities.
You provide
Authorization for CPA coordination, review the final packet, alert us to changes in income, ownership, or residence.
We do
Provide Schedule K-1 or applicable forms and a CPA-ready filing pack with appraisal and support where required. Track carryforwards, monitor milestones, and propose next-year optimizations.
Timing
Through filing deadlines, plus periodic check-ins during the year.
Deliverables
Filing support package, carryforward tracker, year-ahead optimization plan with key dates.
Bridging Strategy and Compliance
Why Our Process Works
Every aspect of our process is designed to ensure compliance, maximize benefits, and provide peace of mind.
IRS Compliance First
Every strategy is thoroughly documented with independent appraisals and full audit trails.
CPA Integration
We work seamlessly with your existing tax professional, never replacing their expertise.
Transparent Reporting
Clear documentation and K-1 reporting make tax filing straightforward and compliant.
Ready to Get Started?
Take the first step with our confidential Tax Impact Assessment to see if you qualify for our strategies.