About Us

Serving High-Net Worth Individuals

Wealthstone Tax Advisors is a tax compliance and consulting firm focused on serving high-net worth individuals, families and closely-held businesses with all their tax compliance and planning needs.

Wealthstone Tax treats tax planning as a continuous process throughout the year. While the traditional focus of tax work is to look back in time to the previous year, we look forward to identify opportunities within the tax code. Frequently we can identify ways to significantly reduce your tax liability.

Tax compliance is not a stand-alone discipline as it reaches every aspect of your financial plan, investment portfolio, cash flow, and estate planning. Through our strategic partnership with Sequoia Financial Group LLC, we are able to offer clients a wide range of Financial Planning, Insurance, and Family Office Services to compliment our Tax services.

While we are based in Columbus, Ohio, we serve clients all around the Country!