For years, Terry L. Stone, CPA has been providing quality, personalized financial guidance to local individuals and businesses. Terry L. Stone, CPA's expertise ranges from basic tax management and accounting services to more in-depth services such as reviews, compilations, financial statements, and financial planning.
By combining our expertise and experience, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards and work ethic is the reason our clients return year after year. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.
By combining our expertise and experience, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards and work ethic is the reason our clients return year after year. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.
Services
Terry L. Stone, CPA provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
At Terry L. Stone, CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
At Terry L. Stone, CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
Terry L. Stone, CPA serves clients throughout California and the United States, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. On this website, you will find information about Terry L. Stone, CPA, including our list of services.
I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. The focus is designed to help you reach your goals, giving you greater peace of mind.
Have you just started a new business? Did you know expenses incurred before a business begins operations are not allowed as current deductions? Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins. However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
Following are some generally recognized financial planning tools that may help you reduce your tax bill. Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
Reviews (1)
Charlie Pfaff
Aug 28, 2017
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