Frequently Asked Questions
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We provide bookkeeping, tax preparation and planning, payroll support, and advisory services for individuals and small to mid-sized businesses. Our goal is to help clients stay compliant, organized, and financially informed year-round, not just at tax time.
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We work with both individuals and businesses. Our client base includes small business owners, entrepreneurs, and individuals who want proactive, personalized accounting support.
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We offer both. Some clients engage us for one-time projects like tax preparation or cleanup work, while others prefer ongoing monthly or quarterly services for consistent financial support.
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We start with an initial consultation to understand your needs, goals, and current financial situation. From there, we recommend the appropriate services and guide you through a secure onboarding process to ensure a smooth transition.
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This depends on the services you need, but typically includes prior tax returns, financial statements, bank access (securely shared), and business details if applicable. We’ll provide a clear checklist so nothing is overlooked.
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Yes. We offer an initial consultation to determine if we’re the right fit and to discuss how we can best support your accounting needs.
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Yes. While we have a physical office located at 7495 W Azure Dr. in Las Vegas where clients are welcome to meet with us in person, we also provide fully remote accounting, tax, and bookkeeping services. Using secure technology and streamlined communication, we work with clients nationwide and can support your needs no matter where you’re located in the U.S.
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Yes. We offer accurate, timely bookkeeping services designed to keep your financial records organized and up to date, giving you clarity and confidence in your numbers.
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Absolutely. We regularly help clients catch up on overdue or inaccurate bookkeeping and bring their records back into compliance.
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Yes. We prepare and file individual and business tax returns while ensuring accuracy, compliance, and strategic planning opportunities.
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Yes. Tax planning is an important part of what we do. We help clients make informed decisions throughout the year to minimize surprises and optimize tax outcomes.
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We can assist with responding to notices and provide guidance and support throughout the process. While we do not conduct audits, we help clients understand and address audit-related inquiries when they arise.
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No. We do not conduct audits or provide attestation services. However, we do support our clients by helping them prepare documentation and respond to audit inquiries.
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Yes. Our services align with applicable professional and ethical standards, including guidance from the AICPA, while remaining tailored to the needs of a boutique accounting firm.
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We take a personalized, hands-on approach and focus on building long-term relationships. Our clients value clarity, responsiveness, and accounting support that’s tailored to your unique needs.
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Our ideal clients are individuals and business owners who value organization, proactive planning, and a trusted accounting partner they can rely on year-round.