Learn how my clients saved thousands.
Tax-Saving Guide The American Way:
Get your FREE guide to 50 tax questions that could help reduce taxes and support what matters most.
Paying TOO MUCH in Taxes?
Each year, many people miss out on tax-saving opportunities simply because they aren’t aware of all the strategies available. This checklist highlights 50 key tax questions that could help identify potential savings.
WHY THIS MATTERS MOST
This isn’t just another tax guide, it’s a resource designed to help you explore potential tax-saving opportunities. Inside, you’ll find questions to deepen your understanding of tax strategies, from property deductions to earnings deferral and estate planning. Results depend on your individual situation and circumstances.
Topics Covered Include:
Family and Personal Tax Benefits
Deferral and Gain Exclusion Strategies
Business Expense Deductions and Record keeping
Property-Specific Deductions and Depreciation
Wealth and Estate Planning …and much more!
Guided by
James Bohan,
Tax Expert & Fourth-Generation Developer
James Bohan, founder of Stonehan Accountancy, has built a career helping people uncover opportunities to save. With decades of experience working with high-net-worth clients, private equity funds, and syndicators, James knows exactly where to look for savings that others miss. Strategies are compliant with tax laws.
“Paying less in taxes isn’t about avoiding responsibility—it’s about maximizing freedom. This checklist reveals the same strategies I’ve used to help clients minimize taxes for years.”
Join Others Who’ve Already Used These Strategies to Save
“This team helped me save $60k this year.
I can’t recommend them highly enough.”
Matt Zebert, Fund Manager
"Their advice regarding how to structure
our company saved us over $200,000 in taxes."
Andrew Pierno, Fund Manager
NOTE tax savings vary based on individual circumstances and the testimonials above are for educational purposes.
Is This Checklist Right for You?
Who This is For
People who want to maximize tax benefits available.
Business owners looking for smart strategies to reduce their tax burden, in compliance with tax law.
People who value financial freedom.
High-level earners who need advanced tax strategies to protect their wealth.
Those interested in building generational wealth through savvy tax planning.
Who This is NOT For
Individuals looking for shortcuts that cross legal boundaries or push the limits of tax compliance.
Those who prefer "one-size-fits-all" advice rather than personalized strategies.
People who are comfortable with paying the maximum in taxes without seeking out ways to reduce their burden.
People looking for free tax prep services or basic filing support.
What Makes This Checklist So Powerful?
This checklist goes beyond the basics. Each section addresses real opportunities. Some of the items include:
Strategies to potentially reduce our tax burden
Powerful ways to leverage tax benefits to your advantage
How to avoid common tax pitfalls
How Stonehan’s Approach is Different
We Don’t Just File Taxes
We Engineer Strategies for Lasting Wealth
At Stonehan, we’re not just tax preparers; we’re strategic partners. Our approach blends meticulous detail with proactive, big-picture thinking that focuses on one goal: maximizing financial gain. We take the time to get to know your business, industry, and financial goals. That’s how we turn complex tax codes into opportunities—and why our clients keep more of what they earn.
The Problem with traditional CPA’s?
Box-Checkers Don’t Build Wealth. Strategists Do.
Most CPAs just check the boxes and move on.
At Stonehan, we don’t accept that ‘good enough’ mentality.
They don’t know your business
They don’t think creatively
They don’t push for the big saving
When raising private equity or managing a portfolio, it’s crucial to work with a tax partner who understands your industry and identifies opportunities tailored to your needs. Our approach not only aligns with tax laws but is designed to help you maximize your financial potential.
Why Choose Stonehan?
Tax Strategy Backed by Institutional Experience,
Industry Expertise, and a Contrarian Approach
Stonehan Accountancy is led by James Bohan, a tax strategist who’s spent his career saving clients hundreds of thousands by refusing to follow the pack. With extensive experience in private equity fund management, development, and institutional-level finance, James offers insights your current CPA can’t.
At Stonehan, we don’t just know tax law. We also understand the industry and the financial systems that fuel our client's success—and we use that knowledge to uncover opportunities for our clients to keep more in the bank.
What My Clients Are Saying...
“James has been instrumental in driving our investment structures and initiatives to be the most tax-efficient possible. His experience as a private equity CFO has proved invaluable to us on our routine calls.”
Tyler Lyons, Chief Investment Officer
“Stonehan has worked closely with me over the years to deliver timely custom KPI reports and financial statements that help me get a whole picture of my portfolio and tax position. Over the years James has become a trusted advisor to my family and takes care of our comprehensive tax strategy.”
Ivan Matthew, Developer
“After frustrating delays and a lack of professionalism from our prior tax preparer, working with Stonehan Accountancy has given us a great peace of mind to know that our people are getting their K1s timely done by someone who cares, follows proper tax law, and has Big4 level experience.”
Hunter Thompson, Founder, ASYM Capital