Frequently Asked Questions
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Audit & assurance
Are you accepting new audit and assurance clients?
Yes. We're taking on new audits, reviews, compilations, and agreed-upon procedures engagements across Utah and Nevada.
What's the difference between an audit, a review, and a compilation?
A compilation presents your financial information in statement form without assurance. A review gives limited assurance based mainly on inquiry and analysis. An audit gives reasonable assurance and includes testing and outside confirmation. Compare them side by side.
Do you prepare financial statements for the Nevada State Contractors Board?
Yes, it's a focus area. Contractor licensing statements
Does our 401(k) plan need an audit?
Generally, when it has 100 or more participants with account balances at the start of the plan year. Employee benefit plan audits
Working with us
My CPA referred me to you for an audit. Will you take over my other work?
No. We perform the engagement you were referred for, and your CPA continues handling your taxes and other services. Our commitments to referring firms
How are you different from a larger firm?
You work directly with Alex, an experienced CPA, not a rotating team. We're responsive, collaborative, and focused on practical answers.
How do I send you documents?
Through our secure client portal. Please don't email tax documents. Client resources