You Don't Have To Be A Tax Expert. That's Our Job.
Our Mission
At Terry Stone CPA, our mission is to empower individuals and businesses to achieve financial clarity and security through personalized financial guidance and strategic planning. We believe in fostering confident financial futures by building strong client relationships and providing tailored solutions based on individual needs.
Our Values
Our foundational values guide us in providing exceptional client service and achieving impactful outcomes.
- Client-centered approach: We prioritize understanding your unique needs and goals to tailor our strategies.
- Integrity and transparency: We uphold the highest ethical standards and openly communicate our processes and recommendations.
- Expertise and innovation: We stay updated on industry trends and leverage innovative tools to deliver tailored solutions.
- Personalized service: We value building strong relationships built on trust and open communication.
Our Services
We offer a comprehensive array of services designed to address the diverse financial needs of individuals and businesses.
For Individuals
- Retirement planning and estate planning
- Individual tax preparation and planning
- Tax relief and audit representation
For Businesses
- Business advisory services and part-time CFO services
- Financial planning and strategy
- New business formation assistance
- Tax compliance and planning for businesses
Our Team
Terry Stone, CPA, is the founder and owner of Terry Stone CPA. With extensive experience and a passion for financial wellness, Terry guides the firm's operations and provides personalized financial guidance to clients.
Our Commitment
At Terry Stone CPA, we are dedicated to providing our clients with:
- Personalized attention: We take the time to understand your unique goals and concerns.
- Responsive communication: We keep you updated on your financial situation and any developments.
- Transparent fee structure: We are upfront and honest about our fees and billing practices.
- Client-focused solutions: We prioritize your financial success and work collaboratively with you to achieve your goals.
Exceptional Tax Counseling and Preparation
Terry has provided excellent tax counseling and preparation services for over 20 years, earning a perfect 5-star rating from Charlie Pfaff. Charlie praises Terry's professionalism, accuracy, and reliability in making the annual tax preparation process seamless and stress-free.
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