A Smarter Approach to Tax & Wealth Management

Seamless strategies that maximize savings, minimize taxes and help you build lasting wealth—all under one roof.

A Smarter Approach to Tax & Wealth Management

Seamless strategies that maximize savings, minimize taxes and help you build lasting wealth—all under one roof.

A holistic approach to your financial future

Explore Our Financial Services for Individuals

Your financial success isn’t just about managing taxes or building wealth—it’s about how both work together. At Stokes & Company, we connect the dots between tax efficiency and long-term financial growth, making sure every decision supports your bigger financial picture. By keeping everything under one roof, you gain a team that understands your full financial picture, helping you make smarter, more informed decisions for today and the future.

Tax Services

Year-round strategic and proactive oversight tailored to your goals.

Services Include:

  • Annual Tax Preparation
  • Tax Strategy
  • IRS Representation & Support
  • Tax Savings, & More

Starting at $650 per month

Wealth Management Services

Personalized portfolio and asset management to build your wealth.

Services Include:

  • Risk Management Assessment
  • Retirement Planning
  • Tax-Efficient Wealth Strategies
  • Estate Strategy, & More

Aligning People & Values Is Important to Us

We partner with individuals who are serious about growing and protecting their wealth—without the stress of managing it alone.

You might be a great fit if:

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Your annual income exceeds $500,000

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You have multiple income streams and investments that require strategic management

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You want ongoing and proactive advisory support that can save you thousands in taxes

Are you a business owner looking for comprehensive financial support?

About Stokes & Company

For over 25 years, Stokes & Company has served local business owners across Upstate South Carolina and Western North Carolina. Our dedicated team takes the stress out of tax planning and preparation, providing expert guidance tailored to your unique needs.

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“Best firm I have used, hands down.”

“Stokes & Co. has done my taxes for the last several years. They have been great on both personal taxes and dealing with K-1 issues for my company. [The team] is very knowledgeable and have handled multiple complex issues for me. Highly recommend.”

Taylor M.

Stokes & Company CPA Client

Let’s build a partnership focused on your financial success.

Reach out today to discuss how we can help you achieve your goals.