Tax Planning & Consulting
The Legal Right to Pay Less Tax – Most tax practices file returns. We build strategies to protect you.
At Five Stone, we take a proactive and relentless approach to ensure you pay the least amount of tax the law permits every year.
Results That Speak for Themselves
Typical return on planning fees
Audit success rate
Typical tax savings for clients
Audit Rate
Tax Planning Is a Strategy
Backed by the Law
It’s not a product. It’s not a meeting.
It’s a fundamental shift in how your tax situation is approached before, during, and after every filing.
A Philosophy
You have the right and responsibility to pay the least tax the law permits.
An Approach
Everything we do is built around one outcome: the least tax possible.
A Service
A structured engagement that includes planning, execution, and ongoing support.
Zealous Advocacy Is the
Legal Standard
We are required to aggressively pursue every advantage available. Most firms don’t. We do.
The Burden Is Lower Than
You Think
Many positions only require partial certainty to be defensible—making strategic action not only possible, but expected.
Ambiguity Belongs to
the Taxpayer
When the law is unclear, the benefit belongs to you. We interpret it in your favor.
Documentation Isn’t
Always Required
Reasonable estimates are allowed under established rules. We know where flexibility
exists and use it.
The Difference Between
Filing
and Strategy
The traditional model leaves money on the table. We don’t.
Traditional
Tax Preparer
- Reports what already happened
- Waits for documents
- No strategy between filings
- Billable hours discourage questions
- One deliverable: a filed return
- Pays what the IRS asks
- Audit support is not included
Five Stone
Tax Strategy
- Solves for the least tax – always
- Plans proactively before year end
- Provides year-round guidance – no hourly billing
- Zealous advocacy: it's your money
- Pays what the law requires – nothing more
- 100% audit success rate on our watch
Tax planning is the value. Tax filing is the proof.
How It Works
1. Onboarding & Review.
We assess your prior returns, structure, and forward-looking
situation to identify every opportunity available.
2. Return Preparation.
Your return is prepared with one mandate: the least tax possible.
3. Year round planning
To ensure the least tax now and into the future.
Real Results. Real Strategy
Client Success Story
How proactive planning helped a client significantly reduce their tax burden before it was too late.
Our Approach in Detail
How strategic tax planning works and how to apply it to consistently pay less.
Most clients don’t realize how much they’ve been overpaying until we show them.
Stop Leaving Money on the Table
Every year without a tax plan is a year the IRS wins