Founded in 1950, Stone Carlie offers financial, tax and business advisory services. The company offers a range of services in the compliance area, including preparation of tax returns, financial statements and accounting. Its assurance services include financial report preparation, audits of historical financial statements and preparation of special attestation reports. The company provides investment advisory and retirement, estate and educational planning services. Stone Carlie offers business plan development and documentation, strategic planning, software integration and organizational alignment services. The company also provides project management, performance measurement, business valuation and transaction analysis services. It serves clients in the construction, health care, manufacturing and distribution industries. Stone Carlie maintains an office in St. Louis.