Business Details
50+ Years
experience
Trusted Tax and Financial Planning Services in Fresno, CA
Terry L Stone CPA has provided professional accounting and financial planning services for over 25 years, serving clients throughout California and the United States. Our firm combines personalized service with deep expertise in tax preparation, retirement planning, estate planning, and business advisory services. We prioritize client relationships, offering tailored solutions to meet individual and business financial goals. With certifications including Certified Public Accountant (CPA) and Accredited Estate Planner (AEP), we deliver reliable, knowledgeable guidance.Our team stays current with evolving tax laws to ensure compliance and maximize client benefits. Client testimonials highlight our honesty, timeliness, and ability to simplify complex financial matters. We serve diverse industries, including healthcare, law firms, manufacturers, and real estate professionals, while maintaining a commitment to community involvement and ethical standards.
Services
Tax Preparation
Retirement Planning
Estate Planning
Business Advisory
Tax Relief Services
Details
- Year established: 1973
Highlights and features
- We offer over 25 years of experience in tax and financial planning.
- Our team holds CPA and AEP certifications for specialized expertise.
- We provide personalized service tailored to individual client needs.
- Our proactive approach simplifies complex tax regulations for clients.
- We serve diverse industries with deep knowledge of sector-specific challenges.
Associations and certifications
- Certified Public Accountant (CPA)
- Accredited Estate Planner (AEP)
What people say
Honest, extremely hardworking
Helpful and timely
Incredibly knowledgeable
Great experience
Highly recommend
Services
Tax Preparation
We prepare individual and business tax returns with precision, ensuring compliance with current regulations. Our expertise maximizes deductions and credits while minimizing audit risks. Clients receive clear explanations of tax implications and proactive planning advice.
Retirement Planning
Our retirement planning evaluates assets, liabilities, and future goals to create sustainable income strategies. We analyze Social Security optimization, retirement account distributions, and tax-efficient withdrawal methods for long-term financial security.
Estate Planning
We develop comprehensive estate plans to protect assets and ensure client wishes are honored. Services include trust administration, gift tax strategies, and business succession planning tailored to family and charitable objectives.
Business Advisory
Our advisory services cover cash flow analysis, financial forecasting, and strategic tax planning for businesses. We help owners improve profitability through budgeting, internal controls, and entity structure optimization.
Tax Relief Services
We assist clients with back taxes, audit representation, and penalty abatement. Our team negotiates offers in compromise and resolves liens/levies to provide sustainable solutions for tax debt challenges.
People
Terry L Stone CPA
Certified Public Accountant
Terry L Stone CPA, CPA and Accredited Estate Planner, has served clients since 1973. With 25+ years of experience, he specializes in tax, retirement, and estate planning while maintaining active roles in professional organizations.
Questions
What tax services do you offer for individuals?
We provide individual tax preparation, retirement planning, estate planning, and tax relief services tailored to personal financial situations.
Do you serve business clients?
Yes, we offer business advisory services, part-time CFO support, tax planning, and compliance solutions for companies in healthcare, law, manufacturing, and real estate.
How can you help with tax debt?
Our tax relief services include IRS audit representation, back tax resolution, penalty abatement, and negotiated payment plans to resolve outstanding liabilities.
What areas do you serve?
We primarily serve Fresno, California, with clients across the United States through virtual consultations and document management.
What certifications do your professionals hold?
Terry L. Stone holds Certified Public Accountant (CPA) and Accredited Estate Planner (AEP) designations, ensuring specialized expertise in tax and estate matters.
