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Stonegate
We are an independent, fee-based, financial services company. We are an authorized IRS e-file provider, registered as an Electronic Returns Originator (ERO). We are also a Registered Investment Advisory (RIA). We offer professional tax preparation and e-filing as well as business consulting services including controller and finance work. For example, we offer bookkeeping, payroll, income, sales, and payroll tax filings, cash management, corporate recordkeeping, custom budgeting, and internal audit services to name a few.
Alanna Puzak
Highly recommend this company! Not only was our consultant extremely nice but he explained everything thoroughly and helped us understand how everything works! He got us more money back than Turbo or HR were even calculating. Seriously this place is worth it and everyone should go here to get taxes done! Fast, efficient, and takes the stress out of tax season! Two thumbs up!
Stonegate
Michael Duncan has been a CPA since 1999 and also earned his Master of Taxation degree from Golden Gate University, San Francisco, CA in 2012. He has extensive audit experience in many industries including nonpublic, public, and nonprofit companies. He also has over 10 years of accounting and tax experience with all forms of businesses. He is also an expert in QuickBooks Online and Desktop programs.
