Frequently Asked Questions
Yes! We offer our services to clients in all 50 states.
Tax and accounting can be confusing and overwhelming, especially for those who are self-employed or run their own business. We offer tax and accounting services that are tailored to the unique needs of each client. Because every client is different, we offer free sessions to discuss your specific situation and what services would best suit your needs.
No, at this time, we do not provide audit or attestation services. Our focus is on accounting, tax and business operations.
All clients receive a secure portal to send and receive copies of their documents. If you are not a client and wish to send us a document, you are welcome to use the "Secure File Upload" button in the Contact Us section.
Yes, Brad Nelson, CPA is a Certified ProAdvisor for Quickbooks Online and Quickbooks Payroll. We understand not all businesses work with Quickbooks. We also have experience with Quicken, Xero, and Freshbooks.
Tax planning is the process of regularly reviewing one's financial situation and making decisions that will minimize the amount of taxes owed. This may involve strategies such as investing in certain types of accounts or assets, taking advantage of tax breaks or deductions, or timing income and expenses in a particular way. Tax planning is an important part of financial planning, as it can have a significant impact on one's overall financial picture. By reducing the amount of taxes owed, more money is available to save or invest, which can lead to accelerating wealth momentum.