Welcome to Cornerstone Tax & Advisory
Expert Guidance. Proven Results.
At Cornerstone, we simplify tax, accounting, and financial decision-making for individuals and small businesses. Our mission is to deliver accurate, strategic, and stress-free support—so you can focus on growth with confidence.
Whether you need year-round bookkeeping, tax compliance, or tailored business advisory, we’re here to be your financial cornerstone every step of the way.
Our Services
Tax Planning & Compliance
File with confidence. Plan with purpose.
We simplify tax season by providing year-round filing and planning services. Whether you're an individual, a growing business, or an investor, we help minimize your tax burden and prevent surprises—while ensuring full compliance with federal and state regulations.
All filings and strategies are reviewed by a licensed CPA to ensure accuracy and compliance.
What we offer:
• Federal, State, and Local Tax Return Filing
• Strategic Tax Planning for Individuals & Businesses
• Estimated Tax Payments & Quarterly Planning
• Audit Support & correspondence with the IRS and state tax authorities
Accounting & Bookkeeping
Clarity in your books. Confidence in your business.
Accurate books are the foundation of sound financial decisions. We provide consistent, up-to-date bookkeeping, financial reporting, and system oversight—so you always know where your business stands, with audit-ready and professionally maintained financials.
Monthly reports and financial statements are reviewed by a licensed CPA to ensure accuracy and actionable insight.
What we offer:
• Monthly Bookkeeping & Categorization
• Bank & Credit Card Reconciliations
• Profit & Loss, Balance Sheet, and Cash Flow Reports
• Catch-Up Bookkeeping & System Cleanup
Business Advisory
Smart guidance for every stage of growth.
We serve as your trusted advisor, helping you build, manage, and grow your business with confidence. From choosing the right business structure to optimizing profitability, our strategic consulting is grounded in financial expertise— empowering better decisions and supporting your long-term success.
All strategic recommendations are evaluated by a licensed CPA for both tax and financial impact.
What we offer:
• New Business Formation & Entity Selection
• Cash Flow & Profitability Analysis
• Financial Goal-Setting & KPI Tracking
• Ongoing Strategic Business Consulting
Our Mission & Why Clients Choose Us
At Cornerstone Tax & Advisory, our mission is to make tax, accounting, and financial decision-making easier, clearer, and more strategic for individuals and small businesses.
We’re not just here to check boxes — we’re here to deliver clarity, reduce stress, and become a trusted part of your financial team. Whether you’re just starting out or scaling, you can count on us for honest advice, consistent communication, and expert-level accuracy.
✔CPA Oversight
Every engagement is reviewed by a licensed CPA to ensure compliance and precision.
🤝 Personal Support
We treat every client like a partner, not a transaction.
🔍Forward-Looking Strategy
We help you plan, grow, and make smarter financial decisions - not just file taxes.
Have a tax question or need personalized advice? Whether you're an individual, business owner, or freelancer, we're here to help. Reach out anytime—we typically respond within 1–2 business days. Your time and privacy are important to us, and your information will always be kept secure.
contact@cstaxadvisory.com
(631) 906-1965