You Don't Have To Be A Tax Expert. That's Our Job.
At Terry L. Stone, CPA, we pride ourselves on providing personalized service to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through expert tax preparation, planning, and advisory services. With years of experience serving clients throughout California and the United States, we have built a reputation for being professional, experienced, and affordable.
Our Mission
Our mission is to provide high-quality tax and accounting services to our clients, helping them navigate the complex world of tax laws and regulations. We believe that everyone deserves personalized attention and expert guidance to achieve their financial goals. Our goal is to build long-term relationships with our clients, providing them with the knowledge and tools they need to make informed financial decisions.
Our Services
We offer a wide range of services designed to meet the unique needs of individuals and businesses. Our services include:
- Tax preparation and planning for individuals and businesses
- Estate and trust tax services
- Financial planning for businesses and individuals
- Part-time CFO services
- Business advisory services
- New business formation
- Tax relief and IRS audit representation
- Non-filed tax returns and back taxes owed
- Industry-specific services for healthcare, law firms, manufacturers, and real estate professionals
Why Choose Us
We understand that tax laws are complicated, and that's why we're here to help. Our team of experienced professionals will work closely with you to understand your unique situation and provide personalized guidance and support. We're dedicated to helping you achieve your financial goals and providing you with the peace of mind that comes with knowing your taxes are in order.
Overall Experience
The review highlights the exceptional service provided by Terry, a tax counselor, over a period of 20 years. The reviewer praises Terry's professionalism, accuracy, and reliability in tax counseling and preparation.
Key Strengths
- Professionalism: Terry's expertise and professionalism have made the tax filing process smooth and stress-free for the reviewer.
- Accuracy: The reviewer appreciates the accuracy of Terry's work, ensuring that their tax returns are filed correctly.
- Reliability: Terry has consistently delivered high-quality service over an extended period, earning the reviewer's trust.
