Services
Tax & Advisory Services
You have a vision to build wealth and create financial freedom. As your trusted CPA, we offer financial guidance, tax strategies, and accounting services that will minimize risk and maximize profit.
Our process starts with evaluating your needs and choosing the right pathway. Whether you’re a brand new business looking to get started on the right foot, an existing business needing ongoing support, or an individual who could benefit from an advanced tax strategy, we’re here to help identify the right pathway to support your goals.
We’ll share some coffee, a few stories, and, more importantly, a common interest in your financial success. When you have a trustworthy financial partner, you can make wise decisions throughout the life of your business and beyond.
If you’re wondering how to increase your profits, we can help. Through sound strategies—including entity structure planning, accounting and payroll implementation, budgeting, and forecasting—we offer guidance to set your business up for financial success. By analyzing your current operations and identifying opportunities for growth, we provide actionable insights that can improve efficiency and profitability. Our tailored approach ensures that every recommendation aligns with your unique business goals, helping you build a solid financial foundation for sustained success. With our expertise, you can confidently navigate the complexities of managing and growing your business.
With a multiple-meeting approach and a thorough review of your income and financial position, we prepare tax projections to avoid any surprises when you file your taxes. Also, we help you navigate the IRS with tax strategies that improve efficiency and take advantage of allowable deductions and credits, providing you with clarity and confidence so there are no surprises when deadlines come.
If you know where you stand, you can control where you’re going. By taking a holistic approach to your financial picture, we integrate tax considerations with retirement planning, college savings, and investment strategies to help you achieve the future you want. Using your tax return as a guide, we evaluate how financial decisions impact other areas of life and implement strategies to address immediate concerns while identifying long-term opportunities. Through honesty, objectivity, integrity, and diligence, we provide financial guidance tailored to your goals.
We can help you increase the efficiency of your accounting systems through adaptive strategies and a collaborative partnership. Keep your tax filings on track and have peace of mind knowing you have reliable guidance about your business. You can trust your records are well kept, checks and balances are in place, and you are in the best possible position for sustainability and financial growth.
FOR ENTREPRENEURS
Business Advisory & Accounting
Overview
Money is almost always in motion, especially when it comes to business. Our Business Advisory and Accounting services are a collaborative partnership that allow our team to provide continuous support and guidance, as well as, adaptive strategies as your financial objectives change or evolve. We act as a trusted guide in your corner tracking along with your history and progress as we find the most effective path forward to achieving your goals. This in tandem with on-going accounting services means you can trust your records are well kept, checks and balances are in place, and you are in the best possible position for sustainability and financial growth.
Step One: Discovery
In order to help you get where you want to be, we need to know where you are. With the Benchmark Discovery Program, we’ll do a general “health check” of your financial position and read the key vital signs to fully understand what’s working and what risks or challenges need to be addressed.
Step Two: Consultation & Working Sessions
This is a unique combination of both consultation and application. We will answer your questions, provide strategies and guidance, as well as, make live edits and adjustments where needed to different aspects of your accounting systems.
Step Three: Ongoing Advisory & Accounting
Keep your tax filings on-track and have peace-of-mind knowing you have reliable guidance about your business and tax strategy. Ongoing Advisory & Accounting is a great fit for small business owners who are looking to establish healthy financial practices and make sure the bases are covered.
FOR INDVIDUALS
Individual Advisory & Tax Strategy
Overview
A perfect fit for entrepreneurs or individuals who own real estate or other investments looking to minimize tax liability and clarify their financial position.
A well-crafted tax plan and ongoing advisory is your compass to a stable future, offering the peace-of-mind that comes with both reaching your goals and managing the uncertainties in life.
Step One: Discovery
With the Individual Tax Discovery we take the time for a thorough review of your financial position and taxes so we can be sure we’re providing solid oversight and guidance. Receive experienced insight and customized guidance to be sure you’re not only protecting your wealth, but growing it.
Step Two: Consultation & Working Sessions
These programs are a unique combination of both consultation and application. We will answer your questions, providing strategies and guidance, as well as, make live edits and adjustments where needed to different aspects of your financial management.
Step Three: Ongoing Advisory & Tax Planning
Building wealth and securing a strong financial future begins with smart strategies and good habits. Through our Ongoing Advisory & Accounting services, we carefully look at your money situation and come up with plans to protect you from paying too much in taxes or missing out on opportunities. We’re like your personal guides, helping you stick to your goals and finding the best way to reach them. With a solid plan and regular check-ins for advice and support, you’ll be well on your way to achieving your biggest financial dreams.
It’s time to have someone in your corner who’s as dedicated to your success as you are.
Tax & Advisory Services For People Who Want To Be Treated Like People
3724 LAKESIDE DRIVE, STE 201, RENO, NV 89509