Real Clients. Real Savings. Real Impact.
Names are shortened for privacy. Each client approved the use of their testimonial. Results vary based on facts, eligibility, and timing.
Featured Stories
Hear from clients who have successfully reduced their tax liability while supporting meaningful causes.
"I thought I had seen every deduction under the sun. Stonebridge showed me a documented path that lowered my effective rate and funded two local health programs. Clean, simple, and my CPA signed off with confidence."
Ariana M.
Cardiac Surgeon, FL
"Before exit I was staring at a monster tax bill. The strategy memo and evidence file gave my attorneys exactly what they needed. We reduced the hit, supported STEM programs, and everything was buttoned up for filing."
Daniel K.
Tech Founder, CO
"Coordination around vesting windows and a giving plan was the difference. No hype, just a tight plan, independent appraisal where needed, and clear forms for my CPA. I wish I had done this years ago."
Priya S.
Fortune 500 VP with RSUs, NY
What Professionals Say
CPAs, RIAs, and attorneys share their experience working with our team.
"As the signing CPA I care about substantiation. Their evidence file included everything: appraisals, 8283s, acknowledgments that met 170(f)(8), and a dated execution log. It made my job easier."
Elena P.
CPA, Illinois
"My clients want tax-aware planning without adding complexity. Stonebridge issues clear memos and works with me, not around me. No custody, no surprises."
Ravi C.
RIA, Florida
"I vetted their safeguards. Independent third parties, fixed-fee appraisals, no contingent valuation, and proper donor acknowledgments. This is how it should be done."
Grant H.
Attorney, New York
Quick Wins Our Clients Mention
Common themes from client feedback about their experience.
"Never knew we were leaving that much on the table."
"The appraisal process was independent and transparent."
"My effective rate dropped and the charity impact was real."
"Five emails, one checklist, done."
"No sales pressure, just math and documents."
"They worked directly with my CPA so I did not have to quarterback it."
"The comparison charts around 1031 timing saved me from a bad rush."
"The evidence file made audit readiness feel manageable."
More Client Voices
"I value time more than anything. The plan was concise, the execution checklist was clear, and every document lived in one secure folder."
Maya J.
Anesthesiologist
"The R&D credit work finally clicked for our team. We had narratives, time tracking support, and a clean tie-out to our return."
Alex P.
Startup CTO
"They reworked our entity structure and compensation. Cash flow improved and quarterly estimates stopped being a fire drill."
Hannah B.
Multi-location Practice Owner
"The equity mapping by grant and window was elite. Charitable pre-positioning fit right in."
Zach E.
Enterprise Sales VP with ESPP
How We Collect Testimonials
We request feedback after implementation and again at year end
Clients approve any quote in writing before publication
Names are abbreviated unless clients request to be fully named
No compensation is provided for testimonials
What to Expect If You Work with Us
A short intake and focused discovery call
A written plan with savings ranges and guardrails
Independent third parties where required
An evidence file your CPA can file from with confidence
Follow-through and annual check-ins
Ready to Explore Fit
Start with the short assessment and a 20 to 30 minute discovery call.
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, state variations, and individual eligibility. Results vary by client.