Our Story

Founded with a vision to provide businesses with financial clarity and long-term stability, Sullivan & Stone Tax Advisory has grown into a trusted advisor for companies across multiple industries. With years of experience in cash flow management, payroll services, and CFO advisory, we have built a reputation for accuracy, transparency, and exceptional client service.

 

Our journey began with a mission to simplify complex financial challenges. Today, we continue to uphold that mission by combining deep industry expertise with cutting-edge financial technology to deliver reliable and innovative accounting solutions.

Mission

To provide accurate, insightful, and strategic financial solutions that empower businesses to achieve profitability, compliance, and sustainable growth.

Vision

To be the go-to accounting firm for businesses seeking expert financial management and innovative financial strategies.

Our Core Values

Integrity

Upholding the highest ethical standards in every aspect of our work.

Client-Centricity

Building long-term relationships based on trust and personalized service.

Accuracy

Ensuring precision and reliability in every financial report and process.

Innovation

Leveraging the latest technology to streamline and enhance financial management.

Transparency

Clear, honest, and open communication at every step.



What Sets Us Apart

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Industry
Expertise

Deep understanding of financial management across multiple industries.

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Proactive
Approach

Anticipating challenges and opportunities to keep your finances optimized.

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Technology-Driven Solutions

Utilizing advanced financial software for accuracy and efficiency.

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Dedicated
Support

A personal financial advisor to guide you through strategic financial planning.

Founders, Partners, Key Executives

Our Leadership Team

Ready to Experience the Sullivan & Stone Difference?

Our team is here to provide expert guidance and customized solutions for your financial needs.