Start the planning process first. Understand where you are, and where you need to go. Then, we can help you prepare and file your taxes.
Individuals, Families, Estates, Non-Profits, Businesses, Partnerships- We've got you covered!
No Stoneford Advisor Client is required to use this service or solution.
Tax Planning and Preparation
AuxIlio Essentials, First we plan, then we execute.
planning& execution. All States. Unlimited E-file. Most Countries. Plus 990
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC and Auxford LLC. No client is required to use Stoneford Creative, LLC or Auxford LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC.
Individuals
Families
Estates
Partnerships
Non-Profits
Businesses
Real Estate
Foundations
Start Onboarding today
Our goal is to simplify, centralize, and automate your financial plan, helping navigate future success.
Our time together will be most effective if we understand where you stand today and where you’re hoping to go tomorrow. Together, we’ll discuss your current goals, future needs, base understanding, and more.
Schedule a meeting!
Step One: Explore
Don't let the stress of tax season slow you down. Leverage our team and technology.
how it works
Sharing, Reviewing, Centralizing, and Analyzing Data:
You’ll be asked to share a list of documents so we can establish a baseline of your current status, then build for the future. This typically means the previous 3-5 years of returns. We’ll discuss your data and help you understand how your financial goals tie into your financial reality.
Step Two: Collaborate
Executing On the Promise: Once we have the information necessary, we work hard to get your tax plan implemented, and file your taxes on time.
For non-profits filing 990s- we know this is not simple form. This work is the foundation of what we do. 990s can tell a lot about an organization, which is why we want them done well and fast.
Step Three: Implement
PRicing
Starting at $1000
Starting at $500
Clergy get a discount if their Retirement or insurance is run through Stoneford Advisors. Reach out on your plans deal!
Starting at $300
This program is geared towards families and individuals that are several years behind on taxes. There is no shame at our firm, only strategy and execution support. The tax catch up program does come with an additional cost.
There can be additional costs per year, but we will make sure we gather the information, and clarify what needs to happen to get curent.
Starting at $1200
questions & answers
Can we work together virtually?
Yes. While our company is proudly headquartered in Minnesota, we work with people and have team members all across the country. With modern technology, we meet through video conferencing and stay in close touch whether you’re here in person or not. We can meet in person as well.
How do you get paid?
Auxford LLC, a partner company, with partial ownership of the members of leadership at Stoneford Creative LLC, charges a fee for service. For tax, we have a sliding scale, based on the work load. Before any work starts, we ensure you know the scope, the timeline, and the process, as that dictates the final price. These fees are then invoiced to the person or the organization. We are competitive in our rates. We typically request a deposit. If you have a discount due to an association, network, denomination, or more,
What are Stoneford's credentials?
Our Advisors are accomplished professionals who uphold a strong fiduciary* standard in advisory relationships, putting your interests before our own. We have years of experience taking a holistic approach to life planning that starts with the client first mindset. We partner with the best so that our clients can receive the support that they deserve. We aim to be fair and transparent with our fee structure and are forthcoming with expectations. Our team has licensed and regulated persons. It is not uncommon to see CFP, CPA, CFA, EA, CLU, AIF, MBA, and more affiliated with our team. While we honor the ability and dedication to the craft, knowing these designations don't determine the ability to do the work, we still believe they are important, and encourage all staff and affiliates to seek these designations.
Our Values