Tax Advisory & Compliance for Individuals, Businesses, Trusts & Estates

Experienced CPA and EA guidance for tax preparation, business taxation, trusts and estates, and international tax matters.

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About

MEET ADELINE LIU FREEDMAN, CPA, EA

Trusted Expertise. Thoughtful Guidance.

Adeline Liu Freedman is the founder of FortStone Advisory and a Certified Public Accountant and Enrolled Agent with more than 15 years of experience in accounting, tax, and financial leadership.

Through FortStone Advisory, Adeline provides comprehensive tax advisory and compliance services, helping clients navigate individual and business taxation, trust and estate reporting, and international tax matters. She combines technical knowledge with practical judgment to identify planning opportunities, manage compliance obligations, and bring clarity to complex tax issues.

Adeline works closely with individuals, businesses, trusts, and estates. She is committed to providing personalized guidance, clear communication, and thoughtful strategies tailored to each client’s unique circumstances.

CPA • Enrolled Agent • M.S. in Accounting
Stanford Graduate School of Business LEAD Certificate

Work With Us
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Services

  • For individual tax returns, business tax returns, trust and estate income tax returns, extensions, tax notices, and annual filing compliance.

  • For small business owners, LLCs, S corporations, bookkeeping review, QuickBooks cleanup, tax planning, estimated tax planning, and entity-related questions.

  • For FBAR, Form 8938, foreign financial accounts, overseas property sales, Streamlined Filing Compliance Procedures, and U.S. taxpayers with China or other international assets.

  • We provide personalized, forward-looking tax guidance designed to identify planning opportunities, manage compliance obligations, and help clients make informed financial decisions.

    • Year-round individual and business tax planning

    • Business entity and owner-compensation planning

    • Retirement and estimated-tax planning

    • Trust and estate income-tax planning

    • Capital-gains and 1031 exchange tax considerations

    • International tax and foreign-asset reporting guidance

    • Coordination with attorneys and financial advisors when appropriate

Personalized tax guidance to help individuals, businesses, trusts, and estates navigate complex tax obligations, plan proactively, and make informed decisions.

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Let’s Work Together

Book a Consultation

Schedule a 30-minute initial tax consultation below.