Anne L Stone & Associates is a distinguished firm offering integrated tax accounting and legal services, specializing in comprehensive financial and estate planning for individuals and their related entities. Established in 1998, the firm stands out through its dual-practice structure, combining certified public accounting with legal expertise to provide holistic solutions for complex personal and business financial matters.
The firm takes a client-centered approach, focusing on the tax and financial planning needs of individuals, their families, closely held businesses, corporate executives, trusts, estates, and charitable interests. With over two decades of experience, their practice has grown steadily through referrals, emphasizing personalized service and strategic guidance in federal and state income and transfer tax planning, compliance, and representation.
Services Offered
- Certified public accounting
- Estate planning
- Tax consulting
- Tax preparation
- Financial planning
- Executive compensation analysis and strategy
- Retirement planning
- Business entity selection guidance
- Gift and generation-skipping transfer planning
- Property distribution planning
- Charitable planning
- Estate administration
- Federal and state income tax planning
- Transfer tax planning
- Tax compliance services
- Representation services before tax authorities
