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Independent Guidance for the Financial Well-Being of Individuals, Families, Businesses and Organizations
Prudent investment and financial decisions must be made while considering taxes. And tax considerations must be taken into account when considering investment strategies. As both accomplished tax professionals and Certified Financial Planners®, EagleStone offers clients an integrated total financial solution that includes tax preparation and planning, wealth advisory, asset protection, retirement benefits administration, and insurance and risk management. With all services and professionals under one roof, clients no longer are caught in the middle of four different offices.
The Value of a Fiduciary
As an independent wealth advisor and fiduciary, we offer unbiased guidance to clients without undue influence of any financial institution or product. We are financial stewards of each client’s finances and our guidance is safely driven by what is in the client’s best interest.
Helpful Articles
EagleStone Alert: Corporate Transparency Act
UPDATE AS OF 3/21/25: Consistent with the U.S. Department of the Treasury’s March 2, 2025 announcement, the Financial Crimes Enforcement Network (FinCEN) is issuing an interim final rule that removes the requirement for U.S. companies and U.S. persons to report beneficial ownership information (BOI) to FinCEN under the Corporate Transparency Act…
EagleStone Alert: Have You Filed Your 1099s?
Many businesses underestimate the time required to collect and confirm the information needed to accurately prepare and file IRS Form 1099. Best practice is to request and receive a Form W-9 from the contractor/vendor prior to making payment as this will help immensely in order to file timely.
ESTWA Welcomes Olac Pallan as Director of Portfolio Management
I am pleased to announce that Olac Pallan joined EagleStone Tax & Wealth Advisors as Director...
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