20th Anniversary Speaker Series
WHAT: Join us as we celebrate our 20th Anniversary with this special educational speaker series featuring fireside chats with tax strategist and speaker Larry Stone as he presents “Mind over Money". You’ve heard Larry talk about taxes, but what happens after you saved money on your tax obligation? Investing wisely! Learn how you should be investing, rather than how you’ve been told to invest.
WHERE: by the fireplace @ 699 Summit Blvd,
SEATING: each chat is limited to seven guests.
REGISTER: please click on the link below that corresponds with the session date; OR you may call our offices to register at 970-668-0772.
WHEN: session dates are listed below
Tuesday, December 12th
Future Dates: (registration will be available closer to event)
After graduating from Arizona State University with a MBA and acquiring his CPA, Mr. Stone spent the first ten years of his career in the corporate world working for Phelps Dodge, General Dynamics and Martin Marietta performing financial management activities such as developing budgets, measuring financial performance, creating new business proposals, analyzing financial systems, and improving processes. In addition to the financial management tasks, Larry analyzed accounting systems and documentation in support of both civil and criminal financial investigations related to potential business fraud, including deceptive and defective pricing.
In 1996, he opened his CPA business specializing in small business organizations such as the construction and real estate industry in Frisco, Colorado. In addition to developing successful tax strategies and plans, Larry assists clients with implementing those plans by offering bookkeeping, payroll and investment services.
We strive to work with clients for whom we can find real tax savings. Our offer is to provide you with a Tax Discovery Session to identify mistakes and missed opportunities in your tax preparation that are costing you thousands.
For $350 we will analyze your last filed tax return, and if you decide to continue with us, this amount will be applied to your first invoice.
Please fill out this form to get started. We look forward to working with you to reduce your taxes, save cash, grow your wealth, build your business and achieve your dreams.