Our Services

Tax Planning & Strategy

Develop a customized strategy to achieve financial security.  Life can be unpredictable and the tax landscape is continuously evolving. Cornerstone Tax is here to help you develop a strong foundation to navigate life’s complexities with confidence and security.

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Tax Compliance

Looking for assistance with your tax returns? Cornerstone Tax will work with you to simplify and streamline the process, delivering you your business and personal returns accurately and timely. Take the stress out of tax season and let Cornerstone Tax do the heavy lifting.

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CFO & Bookkeeping Services

Whether you are just starting out, or an established business, our CFO services can assist you in improving the health of your business. Cornerstone Tax provides a wide range of services including, cash flow management, bookkeeping, budgeting  and financial modeling.  Let us help you evaluate new opportunities, or identify financial blind spots. There is always room for improvement and your business is worth the investment.

Contact Us

We’re here to make your life easier and build a foundation for financial growth. Let’s discuss your situation and develop a plan that fits your needs. We can’t wait to hear from you!