A small, independently owned tax consultation firm, specializing in the preparation and planning of Federal and State income taxes for both individuals and corporations. We also consult for financial and retirement planning.
Stonebridge Wealth Management, Inc is a small, independently owned tax consultation firm. We specialize in the preparation and planning of Federal and State income taxes for both individuals and corporations. We also consult for financial and retirement planning. Company president, Mary Beth McManus has been working in this field since 1992. In 2005 she also became a Certified Financial Planner (CFP).
Besides income tax, specialties include corporate formations, business planning, financial planning and debt counseling.
We believe in a more holistic view of money; that tax planning, financial planning, and estate planning are all interconnected.
If you would like to contact me, please give me a call, send an email, or simply fill out the form on this page. I'm looking forward to speaking with you.