Investment Firm

About Us

Welcome to Stone Bridge!

Let’s set your small business up for financial success.

A Dedicated Team You Can Rely On

Stone Bridge was built around a simple idea: small businesses deserve more than a transactional relationship with their accounting firm. As a smaller firm, we're able to intentionally limit the number of clients we serve. This allows us to spend more time understanding each client's business, responding to questions, identifying tax opportunities, and providing meaningful financial guidance. In short, it allows us to provide a more personalized experience compared to a large accounting firm. Our goal isn't to become the largest accounting company. It's to become the accounting firm our clients can always rely on to provide to them customized, superior service.

We are a team comprised of professional accountants with over 20 years of experience in public and small business accounting. All of our tax professionals are Enrolled Agents (EAs).

Stone Bridge Tax & Advisory, LLC is located in New York state.

Small Business Expertise

We work with small businesses located throughout the United States who are structured as sole proprietors, partnerships, LLCs, and S Corps.

Our Convenient Meeting Approach

We meet with clients remotely as needed by secure video conference (or phone if you prefer) for your convenience. This allows you to connect with us from your office or home—no travel, no lost time—while still receiving the same level of personal attention and professional guidance you’d expect in person. All document exchanges are handled through highly secure encrypted portals to protect your information.

Our day to day communication with clients is via phone and email.

Why Clients Choose Us

Small business expertise - our staff average 15+ years of professional experience in small business accounting.
All of our tax experts have a deep understanding of the tax code and have an active Enrolled Agent license
Reliability and Excellent Communication
We keep our clients informed of everything they need to know and listen to their feedback.
All of our employees are located in USA - no offshoring to other countries so that clients always receive a superior experience

Enrolled Agents

What is an Enrolled Agent (EA)?

All of our tax professionals are Enrolled Agents. In the simplest terms an Enrolled Agent, or EA, is an accounting professional who specializes in individual and business taxes. An Enrolled Agent license is the highest tax credential the IRS awards. Enrolled Agents have unlimited practice rights in representing taxpayers before the IRS. There are two ways to become an EA. The most common way is to pass a rigorous series of 3 exams covering individual taxes, business taxes, taxpayer representation before IRS, and ethics. The second way is to have at least five years work experience with the IRS. All EA candidates undergo a meticulous background check conducted by the IRS.

EA vs CPA Regarding Taxes

An EA is usually more specialized in taxes than a CPA due to the fact that an EA has to pass three in-depth tax exams focused on indiviudal and business taxes while a CPA only has to pass one tax exam. The three EA exams cover far more breadth and depth of tax subjects compared to the one CPA tax exam.

Set your small business up for financial success.

Let us handle your accounting and taxes while you focus your time and energy on growing your business.

(855) 676-5979

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Who We Serve

We work with small businesses and entrepreneurs throughout the USA.