A lot of firms can provide vague ideas. We provide proactive tax planning that can be brought to implementation.
Bluestone Strategic Tax designs the strategy, quarterbacks execution across your CPA, attorney, and advisor, and verifies every strategy is done and documented. Built for business owners and high earners with $500K+ in income.
This is the founder’s own effective rate before Bluestone existed. It is not a client result and it is not a projection. What happens in your situation depends entirely on your facts.
With your signed Form 8821, we obtain your IRS transcripts through a secure authorized provider with one consent link.
Form 8821 lets us see your information. It does not let us represent you. With your one-click consent, we receive your IRS transcripts through a secure authorized provider. No document scavenger hunt. No forty-page questionnaire. Your planning starts from the same data the government already has, which means it starts this week, not after a month of you digging through filing cabinets.
The gap nobody was hired to close.
Bluestone started because a successful business owner asked himself why his effective tax rate was 46%. Then came what you may be considering right now: the specialists. A tax-ideas firm. A structuring firm. A deal-access network. Each genuinely good at its piece.
But nobody owned the outcome. The strategies from one firm didn't know about the structure from another, the CPA heard about everything after the fact, and every implementation step landed back on the client's desk. The strategies were sound. The execution was nobody's job.
We built Bluestone to be the firm missing from that story: one team that designs the plan, runs the execution, and verifies every strategy is done and documented. We lived this from the client's chair, that's exactly why implementation isn't a feature here. It's the firm. A lot of firms can provide vague ideas. We provide proactive tax planning tailored to your specific scenario that can be brought to implementation.
Blueprint. Foundation. Systems. Inspection.
Contractors don't guess, and neither do we. Every engagement moves through four stages, and nothing gets skipped, because a strategy that isn't implemented and documented isn't a strategy. It's a suggestion.
The Blueprint
Assessment and strategy design. Where every dollar is leaking, and the engineered plan to stop it.
The Foundation
Entity structure set right before anything is built on top, designed by us, executed with your attorney.
The Systems
Implementation as running machinery: plan documents executed, payroll dialed in, deadline calendar owned by us.
The Inspection
Every strategy built to actual sections of the Internal Revenue Code. Your facts and priorities built into a documented process with appropriate supporting material already gathered and organized.
“Contractors build to code. So do we. Ours is just the Internal Revenue Code.”
Casey Pisano, Lead Tax StrategistWe are paid only by you, by flat fee.
$0 in commissions, sales loads, or referral fees. Bluestone does not manage investments for a fee or sell commission-based products. Our guidance is grounded in your stated objectives and priorities. We do have an affiliation you should know about. See our conflict of interest disclosure.
Pricing you don't have to ask for.
You shouldn't have to sit through a sales pitch to learn what something costs. Three tiers, published in full.
High-earning professionals on W-2 income, retirement optimization, charitable strategy, equity compensation timing.
Business owners, entity structure, compensation design, retirement plan architecture, the full Built to Code cycle.
Multi-entity complexity, full quarterback role across your CPA, attorney, and advisor, with quarterly plan updates.
The ongoing fee is systems maintenance plus the annual inspection. A plan only works if it keeps working, nobody thinks a house maintains itself.
Judge Learned Hand — Helvering v. Gregory, 69 F.2d 809, 810 (2d Cir. 1934)“Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes.”
You are allowed to pay as little tax as required by the law. However, you still have to follow the rules and do so in a manner that has substance and follows the intent established by that law. This is our aim: build to the code, and apply your priorities and intentions to that of the tax code to form the strategies that fit you best.
Start with the Blueprint.
Start with a complimentary introductory call. Fifteen minutes to understand what brought you to us and determine whether it makes sense to explore working together. No analysis, no pitch. If it's a fit, the work begins with Discovery.
Schedule an Introductory Call