Stonebridge
Wealth

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.

About Us

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.

Read More

We believe in a more holistic view of money.
Tax planning, financial planning, and estate planning are all interconnected.

Tax Consultation Firm

30

Years of Experience

750

Tax Returns Last Year

28000

Tax Returns Prepared

35

Pounds of Candy

Form Downloads

Basic Budget

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Common Business Expenses

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Common Rental Expenses

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Drop Off Form

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New Client Form

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Rules For Your New Company

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S Corporation VS LLC

Download

What To Expect From Your Tax Appointment

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How To Run A Business

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Do You Need W-2

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Fix Your Credit Score

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Pay Electronically

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Get In Touch

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.

Contact Details

  • Stonebridge Wealth Management, Inc
    13700 US Highway 1, Suite 102
    Juno Beach, FL 33408


  • Phone: +(561) 355-0881
  • Fax: +(561) 355-0975

  • MaryBeth@st-wm.com
    Georgine@st-wm.com

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