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    Gerald Winters

    3.0 (2 reviews)
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    Services - Gerald Winters

    Business litigation

    Estate planning

    Government law

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    4 years ago

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    Five Stone Tax Advisers - RecognizeGood Ethics in Business Awards

    Five Stone Tax Advisers

    (264 reviews)

    I started using Five Stone Tax Advisors to challenge my Austin property taxes (two properties, for…read moremany years) for quite a few years now, after a bruising meeting with the Travis County committee that meets with homeowners, a horrible experience. Most years, Five Stone has been successful in getting the appraised value of my home lowered - sometimes by a lot. I think the fee they charge for this is reasonable, and they seem to be efficient and very easy to deal with. Usually, we exchange only 1 or 2 messages per year. They donate a substantial portion of their profit (about a third) to local charities, and they invite their clients to choose from a list. They're a great business; highlky recommend.

    Useless service that cost us money when we tried to use them. We signed up a few years ago (2024)…read morefor the purpose of having them protest our property tax increase. They did zero work, literally zero, as soon as we signed up they literally told us to go find comparable property sales ourselves and sent a bill at the same time because they wouldn't do any work to try and protest for us thus they knew we would not find any savings. The entire reason we used them was to find the comparable and do the protest, which they didn't do either of. They should at least have a policy that if they have zero data they can use to make a case, you should not pay anything to them at all since they won't do anything. I would not use them again, I have contacted state representatives to suggest regulating this industry due to unethical companies like this one.

    Solstice Wealth - This is Julia, co-founder + principal advisor of Solstice Wealth

    Solstice Wealth

    (53 reviews)

    They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

    Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish…read morewe had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!

    Linda W Liu, CPA

    Linda W Liu, CPA

    (18 reviews)

    This CPA Service is how a professional business should be run. The service is prompt and…read moreattentive. The CPA is extremely knowledgeable and knows professional accounting like the back of her hand. All questions are fully answered, explained, and recommendations given. The fees are always competitive. Thus, five stars!

    It very hard to found a good CPA service that is trustworthy and even then there doubt. Well after…read moreresearching. I finally found CPA service I trust and has showed me I made the right decision. I wanted to take the time to thank Linda W Lou, CPA firm for everything that you have done for me. Over the passed few months it's been challenging but I've learned and experience something that I haven't experience in a very long time since I've left the military. And that is Trust..... And what I mean by that is trusting someone to do what they say with no real hidden agenda, and only with my best interest at heart . Her and team had put a lot of time in going back researching and correcting mistakes made by my previous CPA law firm for over five years that I trust but fail me for not taking care of business like it should been and also the mistakes made by the IRS. She is currently handling all my overseas travel for the last three years. It has been my pleasure and I'm very happy that I chose you and CPA Law firm to be my advisor and consultant for this very important part of my life and records. But what I'm really trying to say is... Thank you..... And I appreciate everything that you've done and will do for me in the future thank you.

    Gerald Winters - estateplanning - Updated May 2026

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