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About Us


Our goal: To be your most trusted financial advisor

The dictionary defines trust as an assured reliance on the character, strength, or truth of someone or something. The greatest compliment we receive from our clients is that they trust us. Historically, this trust has been earned through providing excellent client service in the areas of tax preparation and consulting. As this relationship of trust with our clients has grown over the years, we have been asked by many for financial advice outside the scope of taxes. As the financial needs of our clients change, we too must change. Our goal is to be your most trusted financial advisor.

How do you do that?

To be your most trusted financial advisor, we need to be able to fulfill all your financial needs in the areas of tax, legal, investments (real estate, traditional markets, etc.), insurances (life, health, disability, and property/casualty), banking, financing, and many others. No one firm can provide all of the services listed above. However, we have partnered with other professionals in these areas to better fulfill your needs. If you have a financial need of any kind, our hope is that you would trust us more than any other financial professional with whom you associate to provide you with the most qualified professional to fulfill that need. Our concept is simple – we trust certain professionals and know their areas of expertise - you trust us to partner with the most qualified professionals.

What do I do now?

We have been serving southern Nevada in the area of tax preparation and consulting for over 20 years. We know the best local professionals that can fulfill your financial needs. If you would like to discuss this value added service we provide to our clients, please schedule a consultation with our firm today.