Sandy Stokes III ,CPA, MBA, MS-Tax, CWPP

Certified Public Accountant

Sandy’s specialty is helping small to medium-sized business owners. Most CPAs are not proactive when it comes to helping clients find ways to reduce their taxes.

Specialty is advanced plan designs for high-income/closely held businesses

Sandy’s specialty is helping small to medium-sized business owners. Most CPAs are not proactive when it comes to helping clients find ways to reduce their taxes.

Sandy takes pride in reviewing tax returns for AS WM advisor’s clients and showing them how to reduce their taxes. It’s usually a surprise to clients who have used a “trusted” CPA, EA, or accountant for years.

We highly recommend that business clients have their tax returns reviewed by Sandy to see how much money he can save them with his proactive tax planning.

Guy on Rock

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Ready to learn more about AS Wealth Management and why we may be a good fit to help provide better risk adjusted return portfolios to your client simultaneously helping you better market yourself and grow your revenue!
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206-803-6216
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support@advisorsharewm.com
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