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The Problem with traditional CPA’s?
Box-Checkers Don’t Build Wealth. Strategists Do.
Most CPAs just check the boxes and move on.
At Stonehan, we don’t accept that ‘good enough’ mentality.
They don’t know your business
They don’t think creatively
They don’t push for the big saving
When raising private equity or managing a portfolio, it’s crucial to work with a tax partner who understands your industry and identifies opportunities tailored to your needs. Our approach not only aligns with tax laws but is designed to help you maximize your financial potential.
What My Clients Are Saying...
“James has been instrumental in driving our investment structures and initiatives to be the most tax-efficient possible. His experience as a private equity CFO has proved invaluable to us on our routine calls.”
Tyler Lyons, Chief Investment Officer
“Stonehan has worked closely with me over the years to deliver timely custom KPI reports and financial statements that help me get a whole picture of my portfolio and tax position. Over the years James has become a trusted advisor to my family and takes care of our comprehensive tax strategy.”
Ivan Matthew, Developer
“After frustrating delays and a lack of professionalism from our prior tax preparer, working with Stonehan Accountancy has given us a great peace of mind to know that our people are getting their K1s timely done by someone who cares, follows proper tax law, and has Big4 level experience.”
Hunter Thompson, Founder, ASYM Capital