TEL: 702.724.0444
CLIENT RESOURCES
Security
We place a high priority in securing and protecting our clients' confidential information. To help safeguard information, we do not send e-mails or attachments with certain client information. Instead, we use the LeapFile secure file transfer service to send these documents to you.
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Not only can you download documents we have placed on this site you can also upload documents to us. On our LeapFile site, just click the button "Secure Upload", enter our email, fill in your information and attach your file. It's a simple way to securely send your documents to us.
Identity Theft Scams
We do send e-mails asking you to confirm your Social Security Number or other personally identifying information. Unless you are a new client or formed a new entity, we already have this information, so there is no reason for us to request this from you.
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Although it may look official, the IRS will not send you an e-mail requesting your Social Security Number. If you have any questions or concerns about suspicious or unexpected requests for your Social Security Number or other personal and confidential information, please don't hesitate to contact us before responding.
​Identity Theft Scams
We do send e-mails asking you to confirm your Social Security Number or other personally identifying information. Unless you are a new client or formed a new entity, we already have this information, so there is no reason for us to request this from you.
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Although it may look official, the IRS will not send you an e-mail requesting your Social Security Number. If you have any questions or concerns about suspicious or unexpected requests for your Social Security Number or other personal and confidential information, please don't hesitate to contact us before responding.
Record Retention
We all need to maintain and store appropriate financial information. However, we must balance the benefits and burdens of storing information for extended periods of time. Therefore, we have established a record retention policy. Below is a summary of our record retention policy.
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Tax Returns
Existing Clients - 10 Years
Former Clients - 7 Years
Workpapers
All Clients - 7 Years
Permanent File Information
Existing Clients - Indefinitely
Former Clients - 7 Years
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Permanent file information includes contracts, wills, trusts and other information which may have implications for future tax years.
Our record retention policy applies to paper and electronic files.
Our record retention policy is intended to meet our responsibilities as certified public accountants and tax preparers. Our record retention is not a substitute for our clients' record retention requirements. Each taxpayer is responsible to maintain adequate books and records for tax, legal and insurance purposes.
It is our recommendation for you to adopt and adhere to your own record retention policy.
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Below view the IRS recommendations regarding record retention. You should also consult your attorney for other business and legal considerations.