Stone Wealth Strategies - Frisco, Colorado

Stone Wealth Strategies Overview

Stone Wealth Strategies, located at 699 Summit Blvd f, Frisco, CO 80443, United States, offers a comprehensive range of financial services. Their contact number is 9706680772, and you can find more information on their website stonewealthstrategies.com. This firm stands out for its blend of investment services, bookkeeping, financial consulting, payroll services, and tax consulting and preparation.

Key Features

Among their specialties, investment services and tax consulting are particularly noteworthy. The firm's expertise in tax reduction and elimination strategies is highlighted by positive reviews, suggesting they have a deep understanding of tax laws that can benefit clients. Their bookkeeping service ensures that financial records are kept accurate and up-to-date, which is crucial for any business. Additionally, their financial consulting can guide clients through complex financial decisions.

Accessibility and Facilities

Stone Wealth Strategies boasts accessible facilities, including a wheelchair-accessible car park and a wheelchair-accessible entrance, making their services inclusive for all potential clients.

Client Feedback

The company has garnered attention from clients through four reviews on Google My Business. One reviewer shared a highly positive experience, praising Larry Stone for his seminars on tax reduction and his ability to identify deductions that other CPAs missed. Another client noted that their team provided excellent service and resulted in substantial tax savings. These testimonials suggest that clients appreciate the firm's knowledge and service quality. However, the average opinion is a modest 3/5, indicating there might be room for improvement in certain areas.

Recommendation

For anyone seeking professional financial advice, especially in the realm of taxes, Stone Wealth Strategies presents a compelling option. Their blend of financial expertise and accessibility could be a game-changer for businesses looking to optimize their financial health. However, it's beneficial to consider reaching out directly through their website to discuss specific needs and expectations. Given the positive feedback on tax services, it's worth a call or visit to see if they can meet your financial goals. The phone number 9706680772 makes it easy to initiate contact and schedule a consultation.

👍 Reviews of Stone Wealth Strategies

Manfred C.

5/5

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.

Tyler G.

1/5

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.

tracee F.

1/5

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.

Pat B.

5/5

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.