Stone Wealth Strategies
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699 Summit Blvd f
Frisco, CO 80443 - 970-668-0772
Hours
Chamber Rating
-
Pat Barry
His staff is up to date on taxes and has saved me a lot of IRS problems over the years. You get what you pay for. Stone CPA is not for you if you want someone to ask did anything change from last year and punch in a number.
May 2nd, 2019 -
Manfred Chemek
I have had the great fortune of hearing Larry Stone give several Tax reduction / elimination Seminars. I and my clients were very impressed on Larry explaining deductions to reduce or eliminate taxes that other CPA's I have worked with did not know or did not explain. He is extremely knowledgeable and he and his staff provide excellent service. All my clients have been very pleased in the substantial legal tax savings Larry Stone was able to achieve. I can highly recommend Stone CPA, LLC.
Feb 11th, 2019 -
Danilo
I have been working with this company for a number of years for several businesses. They take the most effective and collaborative approach to tax preparation and strategic business planning that I have experienced in the industry. They have now gone even further and become more vertically integrated with services far more involved than just tax and business planning! It's great to have a "one stop shop" in town!
Jun 3rd, 2018 -
tracee frick
If I could give 0 stars I would. Larry cancelled our first appointment and rescheduled for 2/19. When my husband and I arrived for our 4pm appointment the door was locked. Larry open the door wearing shorts and no shoes. He claimed he forgot about our appointment. He was short and rude. Needless to say, we will be seeking services elsewhere.
Jan 10th, 2018 -
Tyler Gassman
We really did not get any value from this company's services. Larry showed up to our first meeting assuming that my wife and I were going to quit our jobs to become real estate professionals, which we had already communicated was not our plan because we needed our W2 income, and that's a huge assumption to begin with. Once I explained this again in person during our first meeting, he came up with another half baked plan on the spot that still didn't meet our needs because we didn't currently own a revenue producing business that was considered "active" from a tax standpoint and didn't feel comfortable deducting losses that were effectively for a hobby without some kind of proof of revenue. At the end of the day, we spent $3k on a plan that did nothing for us. We also asked several questions during the sessions about how to document expenses and what services were offered to help us do it correctly, and nothing was included, so for a couple hours on the phone and a "plan" that took about half a second to cook up on the spot, we really didn't feel this charge was justified, and the professionalism in terms of being on time and prepared for meetings was also very poor. We would not work with this company again.
Jan 15th, 2023
Contact Info
- 970-668-0772
Questions & Answers
Q What is the phone number for Stone Wealth Strategies?
A The phone number for Stone Wealth Strategies is: 970-668-0772.
Q Where is Stone Wealth Strategies located?
A Stone Wealth Strategies is located at 699 Summit Blvd f, Frisco, CO 80443
Q What is the internet address for Stone Wealth Strategies?
A The website (URL) for Stone Wealth Strategies is: https://www.stonewealthstrategies.com/
Q How big is Stone Wealth Strategies?
A Stone Wealth Strategies employs approximately 20+ people.
Q What days are Stone Wealth Strategies open?
A Stone Wealth Strategies is open:
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Q How is Stone Wealth Strategies rated?
A Stone Wealth Strategies has a 3.4 Star Rating from 5 reviewers.
Hours
Related Categories
Ratings and Reviews
Stone Wealth Strategies
Overall Rating
Overall Rating
( 5 Reviews )Pat Barry on Google
His staff is up to date on taxes and has saved me a lot of IRS problems over the years. You get what you pay for. Stone CPA is not for you if you want someone to ask did anything change from last year and punch in a number.
Manfred Chemek on Google
I have had the great fortune of hearing Larry Stone give several Tax reduction / elimination Seminars. I and my clients were very impressed on Larry explaining deductions to reduce or eliminate taxes that other CPA's I have worked with did not know or did not explain. He is extremely knowledgeable and he and his staff provide excellent service.
All my clients have been very pleased in the substantial legal tax savings Larry Stone was able to achieve.
I can highly recommend Stone CPA, LLC.
Danilo on Google
I have been working with this company for a number of years for several businesses. They take the most effective and collaborative approach to tax preparation and strategic business planning that I have experienced in the industry. They have now gone even further and become more vertically integrated with services far more involved than just tax and business planning! It's great to have a "one stop shop" in town!
tracee frick on Google
If I could give 0 stars I would. Larry cancelled our first appointment and rescheduled for 2/19. When my husband and I arrived for our 4pm appointment the door was locked. Larry open the door wearing shorts and no shoes. He claimed he forgot about our appointment. He was short and rude. Needless to say, we will be seeking services elsewhere.
Tyler Gassman on Google
We really did not get any value from this company's services. Larry showed up to our first meeting assuming that my wife and I were going to quit our jobs to become real estate professionals, which we had already communicated was not our plan because we needed our W2 income, and that's a huge assumption to begin with.
Once I explained this again in person during our first meeting, he came up with another half baked plan on the spot that still didn't meet our needs because we didn't currently own a revenue producing business that was considered "active" from a tax standpoint and didn't feel comfortable deducting losses that were effectively for a hobby without some kind of proof of revenue.
At the end of the day, we spent $3k on a plan that did nothing for us. We also asked several questions during the sessions about how to document expenses and what services were offered to help us do it correctly, and nothing was included, so for a couple hours on the phone and a "plan" that took about half a second to cook up on the spot, we really didn't feel this charge was justified, and the professionalism in terms of being on time and prepared for meetings was also very poor. We would not work with this company again.
Overall Rating
Overall Rating
( 5 Reviews )Write a Review
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