A “One Firm” Approach So You Can Focus on your Business

EagleStone Tax and Wealth Advisors offer business owners and executives a comprehensive “one-firm” approach to financial management. The EagleStone team consists of CPAs, Certified Financial Planners, and professionals with JD and MBA credentials to provide your business an integrated financial solution. With accounting/taxes, retirement/benefit administration and risk management all under one roof, the client is no longer caught in the middle of different offices that do not talk to each other. The result is enhanced big picture execution and improved communication and management control. Alternately, clients have the flexibility to use one or all of our services or any options in between – whatever best meets the needs of your business.

Our services for businesses include:

RETIREMENT PLAN ADMINISTRATION AND EMPLOYEE BENEFITS
401(k) Administration
Employee Stock Ownership Plans (ESOPS)

TAX & ACCOUNTING ADVISORY
Accounting Solutions
Tax Strategies & Tax Preparation
Executive Compensation
Business Succession Planning
Payroll Solutions
Bookkeeping/Bill Pay Services

INSURANCE & RISK MANAGEMENT STRATEGIES
Complete Risk Analysis and Risk Management Applications
Commercial General Liability Insurance
Workers’ Compensation
Errors & Omissions Insurance
Directors & Officers Insurance
Commercial Automobile Insurance
Product Liability Insurance
Employment Practices Liability Insurance
Business Continuation Insurance
Key main Insurance
Buy-Sell and Disability Insurance