CORNERSTONE Comprehensive Wealth Management

CORNERSTONE Comprehensive Wealth Management

Reviews Summary

Customers overwhelmingly praise Cornerstone for their personalized, trustworthy financial guidance, especially during retirement planning and market volatility. Many highlight long-term relationships (5+ years) with advisors who demonstrate deep care for clients' needs, proactive communication, and tax-saving strategies. The team is consistently described as professional, responsive, and educational—helping clients feel secure even in uncertain markets. A few mention frustration with high entry requirements, but most emphasize confidence in Cornerstone's fiduciary approach and superior performance compared to larger firms. Retirement strategies, risk management, and compassionate support during life changes (like bereavement) are recurring strengths.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Planning
Financial Advisory
Estate and Trust Tax

Contact Information

Address

9628 Prototype Ct

Reno, Nevada 89521

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

Cornerstone has been a game changer. They are super caring about where you are in your life and try to recommend the best strategies for your retirement. I have been involved with bigger companies like Charles Schwab and Merrill Lynch and neither have gotten my retirement to where it is now. I have total confidence in Cornerstone and I highly recommend them to all that I come across looking to better their portfolios. Working with a fiduciary as to a broker is something that can only be a advantage. Fiducia

Curtis and the staff at Cornerstone have been amazing. They often address economic questions, in light of the changing economy, before we even inquire. Curtis is available for questions and concerns whenever we reach out via email or phone. We feel confident that our best interest is their priority. If anything happened to either my husband or myself, Cornerstone would be there to navigate us through the process. The ongoing education and communication is stellar!

Curtis as his team has done a fantastic job managing our account. The prior years a blind squirrel could have made money in that market and we did fine. However, where we are incredibly impressed is how the Cornerstone team managed the portfolio in this recent very volatile market. We highly recommend them.

We have been with Cornerstone for 7 or 8 years. Jeff is our advisor and I tell you he has gone above a beyond. He is very personable in fact he is the reason we stayed with Cornerstone when we moved out of state 3 years ago. We appreciate everything they have done for us to have a profitable retirement.

We've been with Cornerstone for many years. All of the employees are professional, honest and do their best to maximize returns. Our Advisor, Curtis, is always responsive to our questions and needs. We're very happy with Cornerstone Retirement Group.

Cornerstone Financial is the only financial advisors I trust. I have been part of their group for over 10 years now and they have wonderful communication about all aspects of my financial plan and I trust them to provide financial services that are specific to my needs. Throughout the voltile market the past few years, they have walked me through the highs and lows of the market and explained the market to me in terms I understand and are always available to answer my questions. I would highly recommend

250000 in savings! Before you can participate. ?. Skimmer! What about the hard working small business owners that tie their money up in working capital with a proven Roi. Short term Roi. That may want some retirement advice and guidance. No respect for this business not driven by principles and values. Rather greed, celebrity. Give me a break. Too bad.

I have been a Cornerstone client for over a decade. Their guidance in investing my savings has protected me and kept me financially safe. They were very supportive when my husband passed and provided guidance through that very trying period of my life. It's nice to know I have a good investment firm and Chris Abts as my support group always.

Cornerstone Comprehensive Wealth Management help to arrange my retirement portfolio to meet my needs to provide several decades of security with my investments. I feel that the face to face support from my financial advisor is very enlightening as well as comforting. As I accrue more inheritance, I will continue to make sound investments with a comfortable amount of risk. Thank you, Cornerstone.

My wife and I have dedicated our earning years to providing for a future for our children that does not require them to financially provide for us. The Cornerstone family has been an important part of the planning process. They are responsive and listen the needs of our changing lives. As we enter into retirement, that relationship will only grow more vital. Thank you team Cornerstone.

Everyone at Cornerstone is professional and treats us as valued clients. We've been with them for about 8 years and have been very pleased with their services. They take the time to discuss your situation and goals to meet your needs.

I have been investing with Cornerstone for about 2 years now. I am completely satisfied with the way they manage my money. When the Market downturns, I have less loss then my friends who are invested with other Advisors. All of the staff function efficiently and they are always cordial and friendly

Cornerstone surpassed our expectations. The entire team is professional and courteous. We met with our advisor, he listened to our needs and came up with a plan to meet our goals. We feel very confident about our future with this company handling our finances.

We feel fortunate to have discovered this firm. The advice we receive is on point and always a discussion we are fully engaged in while we arrive at decisions together, rather than the feeling we've had with other financial institutions that seem to only be concerned with broadening THEIR bottom line. We are consistently updated with information about management of our accounts and fees are never hidden. Dealing with Curtis is always a pleasant and informative, positive time.

We have been clients of Trini Guillen and Cornerstone since 2014. Trini and the team have been professional, courteous, informative, and attentive to our needs. Through Trini's guidance, we have developed a holistic retirement plan that takes into consideration more than just the fiscal aspects of retirement. We value our partnership with Cornerstone and look forward to continuing to develop our retirement strategy with the team.

An amazing investment firm that cares And is attention to detail. Every employee is truly invested I. Their position to Give you the best customer service there is. And with all the TV educational shows, Cornerstone is truly #1 in their field of investments.

2022 was a busy year for us and Cornerstone (Jeff Martin) did an amazing job guiding us through the process to strengthen our finances. We are very lucky to be part of the Cornerstone team!

Chris ABS at cornerstone comprehensive wealth management is the greatest. Initially they got everything in order, found ways to reduce our taxes, and our investments have done very well. I would definitely recommend cornerstone.

Curtis with Cornerstone has been great to work with. He always takes the time to talk with us regarding our financial/retirement plan .

I'm so grateful for the excellent service I've received from The Cornerstone Team over the past 7+ years. Everyone I come into contact with is knowledgeable, kind, professional and personable. Thank you all!

Chris and his staff are excellent communicators, which gives me peace of mind when the market is volatile. They have prevented me from making costly mistakes, especially related to my taxes, which is their superpower.

Great people and extremely knowledgeable where I need them to be. Jeff is great about returning my calls and having the answers I need. I'm very happy and would highly recommend this group.

I have worked with Chris Abts and his group for over 10 years and have always felt like any recommendations made are based on what is best for me in achieving my goals.

Cornerstone has helped my accounts weather the ups and downs of the stock market, allowing me to be confident in my financial future.

The guidance provided by our representative has been solid, and team is always available for support as needed.

Wonderful to work with and we always know they have our best interest in mind. We trust them handling our money.

Great organization with experienced people.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.