About our Firm

Background
For years, our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and financial planning.

Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.


Our Team

Terry L. Stone, CPA

I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. The focus is designed to help you reach your goals, giving you greater peace of mind.

For more than 25 years, I’ve provided clients with the support they need to identify their goals and develop sound plans for their financial future.


Designations and Degrees
  • Certified Public Accountant, 1973
  • Accredited Estate Planner, 1997
  • B.S., 1971 Accounting
    California State University, Fresno
    Fresno, CA
Professional Contributions
  • American Institute of Certified Public Accountants, Member, Fresno, CA
  • Fresno Chapter, California Society of CPAs, Past President, Fresno, CA
  • Fresno Estate Planning Council, Past President, Fresno, CA
Community Service
  • Rotary Club of Fresno, Member, Fresno, CA
  • San Joaquin Gardens Retirement Community Board of Advisors, Board Member, Fresno, CA
Personal
Marital Status: Married
Enjoy golf, hunting and travel
terry@tlstonecpa.com    

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