Larry Stone Biography

LARRY D. STONE, CPA, CTC, CTS

As a certified public account (CPA) and Certified Tax Coach™ (CTC) tax professional, and Certified Tax Strategist™ (CTS), Larry has specialized training and experience in strategically reducing taxes and saving his clients their hard earned cash. He is a co-author of the best-selling books The Secrets of a Tax Free Life and Tax Breaks of the Rich and Famous. Larry’s firm provides a process to identify tax reduction opportunities, assisting clients with implementing their plans and then measuring the cash savings realized. Larry Stone is an IAR with Stone Advisors Inc. and a registered investment advisor. 

BACKGROUND

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.

"Ski with Larry"

There are several options for meeting with Larry; Larry has offices in Denver, on-line and in Frisco. If you're motivated, you can Ski with Larry on Sunday mornings, eat a hearty breakfast, talk taxes and ski!!


Larry is a member of or presents at:

CAREI, Colorado Association of Real Estate Investors (www.carei.com)       

Western CAREI, Western Colorado Association of Real Estate Investors (www.wCAREi.com)

Investors Realty Resource of Colorado IRROC (www.irrofcolorado.com)

Investment Community of the Rockies, ICOR www.icorockies.com

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 additional services such as bookkeeping, payroll and administrative organizational assistance.


MEMBERSHIPS & VOLUNTEER ACTIVITIES
Larry participates as a member and provides educational programs for the following organizations:

• Summit County Association of Realtors (SARS) Member
• Summit County Chamber of Commerce Member
• Summit Independent Business Alliance (SIBA) Member
• Rotary Club of Summit County Treasurer
• National Ski Patrol Board Member
• Summit County Builders Association (SCBA) Member
• Colorado Association of Home Builders (CAHB) Member
• Lake Dillon Fire Pension Board Past Director
• Summit County Rescue Group Past Treasurer

Larry also provides professional educational programs to accountants, CFOs, controllers, tax managers, enrolled agents, CPAs, and Certified Financial Planners. As a CPA, Larry has served as an Officer of the Court in roles such as Business Receiver, Guardian, Conservator, and Personal Representative.

EDUCATION
Master of Business Administration, Finance & Accounting, Arizona State, Tempe, AZ
Bachelor of Science, Political Science, University of Central Missouri, Warrensburg, MO

CERTIFICATIONS
Certified Public Accountant, CO & AZ
Certified Fraud Examiner, #945
Forensic Certified Public Accountant, #10071
Certified QuickBooks Advisor
Certificate: Government Contract Management

ASSOCIATIONS
American Institute of Certified Public Accountants
National Association of Certified Fraud Examiners
Forensic CPA Society
Colorado Society of Certified Public Accountants
Arizona Society of Certified Public Accountants

ARTICLES PUBLISHED
CPA As Business Receiver, Colorado Society of Certified Public Accountants (CSCPA)
Our Top Five Challenges, CSCPA
Elder Care Issues for the CPA, CSCPA
Planning Beyond the Drafting Board, Mountain Builder, Eagle Valley Home Builders Association

BOOKS

The Top Ten Tax Mistakes that Cost Realtors Thousands, 2014

The Top Ten Tax Mistakes that Cost Business Owners Thousands, 2014

The Pocket Guide to Obamacare, Larry Stone CPA CTC

The Secrets to a Tax Free Life–Published by Certified Tax Coach™
and best-selling book on Amazon.com, 2012

Tax Breaks of the Rich and Famous, Published by Certified Tax Coach™
and best-selling book on Amazon.com, 2013

Get In Touch

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 $250 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. If we can't identify a way to save you money, we will donate $200 to your favorite charity.

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.

Frisco Office

699 Summit Blvd Unit F
Frisco, CO 80443
T: (970) 668-0772
F: (970) 668-0434
E:  info@coloradotaxcoach.com

Denver Office

4600 S. Syracuse St. #900
Denver, CO 80237
T: (303) 256-6437
F: (970) 668-0434
E:  info@coloradotaxcoach.com

Get In Touch

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