*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
901 N Green Valley Pkwy #100
Henderson, Nevada 89074
We have been working with Kyle Chapman for several years now and find him to be a trusted source of good financial strategies that are uniquely tailored to our situation. We find him to be not only a personable "people oriented individual" but a truly professional advisor who we believe looks out for our interests. Each time we meet with him, he carefully reviews our financial situation as well as our financial history and offers solid recommendations that have unfailingly allowed our investments to grow
As clients with Asset Wealth Protection - we could NOT be more satisfied! ESPECIALLY with our amazing Financial Advisor Kyle Chapman. His knowledge, skills and experience in the field has HUGELY contributed to our financial planning into our retirement years. If there was a scale to ten on this site Kyle would ?get an eleven!? Kyle is truly interested in providing top quality financial guidance to his client (which has made our accounts excel!!!) An added bonus is that he's very personable which we sur
I've been working with Kyle Chapman and I couldn't be happier with the guidance he provides. He is easy to talk to and patient in explaining complex concepts. Kyle understands my financial goals especially as I recently retirement. Kyle gave me a piece of mind knowing my future is in good hands. Thank you Kyle!
My appointment was with Kyle and he was professional and kind. He gave me some great advice and was very honest. I appreciate that so much. Would recommend Asset Preservation Wealth & Tax, Financial. They are very honest and take great care of their client's.
Kyle Chapman is my certified financial planner at Asset Preservation Wealth & Tax, Financial. He has been my financial planner for a little less than a year. I've already had more than 11% growth in my retirement portfolio. Kyle cares about his clients and has advised me on methods to help my retirement planning grow for my future needs. I highly recommend Kyle Chapman at Asset Preservation Wealth & Tax, Financial for your investment/retirement planning. He has always acted in my best interest.
Ryan was very informative and provided us with excellent advice on how to invest our money! His knowledge in the field is evident and he conducted himself in a very professional manner. My husband and I are glad we scheduled with him and look forward to seeing him again!
I met with Kyle Chapman and he was a big help to me. He answered all my questions and we further discussed differences regarding the standard Roth and Conversion Roths and what was best for me at this time. Big Help. Thank you. If I have more questions I will definately contact you again.
I've been working with Kyle for my financial investments for about a year, and I couldn't be happier. He is incredibly communicative, always keeping me updated and making sure I understand every step of the process. His extensive knowledge shines through in his advice, especially when it comes to seeing the big picture. I truly feel confident in his expertise and would highly recommend him to anyone looking to manage their investments wisely.
Kyle has been my financial advisor for over 8 years and a joy to work with. I trust his judgement and his 10+ year experience. He has been with me every step of the way to help me fund numerous large expenditures such as my home mortgage and various other investment vehicles. I've enjoyed working with him so much that I continued to keep him as my financial advisor despite his move from wealth management firms in So Cal to where he is at Asset Preservation. An awesome ally and friend to have!
Kyle Chapman has our best interest at heart as he handles our retirement investments. We have met and agreed upon strategies that work for our portfolio. This has proven itself in the returns we are seeing. He has helped diversify our portfolio to make sure our future is on track as we enjoy the years ahead.We are happy to recommend Kyle because of his diligence and great work ethic.
I had to make an immediate change in how my retirement funds were being handled. I was losing money and realized the plans I had were not designed for someone in my age group, my lifestyle, and having no dependents. After 3 meetings with Kyle Chapman, I was able to see a much more profitable future. Kyle was patient and extremely knowledgeable about various options. He was NOT interested in me making a quick decision and stressed my understanding of each detail of the different plans. He also advised me
Too bad 10 stars isn't an option! Kyle Chapman is absolutely the most professional and caring individual we have ever met! We are more confident about our retirement choices and feel that with Kyle's expertise we won't have any worries in our later years. He is truly an asset for your company as well as for current and future clients. We will always recommend him!
Going to Asset Preservation Wealth and tax? Was not my first rodeo. I have been to other agencies that claim to provide advice/options to preserve and grow our ?egg nest?, hard earned money? What drew me into looking at ASSET PRESERVATION WEALTH & TAX?? The last word ?TAX? In my first encounter with this agency I met with Mr Kyle Chapman. His interviewing skills were on target, He understood my situation and provided me not with the information that would motivate me to buy some investments products for
We recently meet with Kyle Chapman as we wanted some guidance on our investments and so glad we did. Kyle has been fantastic to work with and very knowledgeable, we have our complete faith in him and he has our best interests for our future retirement plans. Within the 6 months we have made some increases and fell Kyles guidance for different things we can do are invaluable. Highly recommend working with this company and Kyle for all your investments or to just reach out for a 2nd opinion as we did, see
Kyle Chapman has been my financial advisor for the past year. The previous company and advisor I used was very negligent and I lost a lot of money. So I was very hesitant to trust anyone again. However, after meeting with Kyle and his company, I decided to take a chance. There are so many great things I can say: 1. They are located in my city, so face to face meetings are regularly scheduled. 2. Kyle explains the complicated world of finance in easy to understand terms. 3. He never pressures you into mak
Kyle has been excellent at changing my accounts to those that make money! He is patient in helping me understand my accounts and showing me what is best for now. He takes care of answering my texts and phone calls right away. I am so glad that I found him at Asset Preservation.
Kyle Chapman is my financial adviser. In my experience, he has demonstrated an unparalleled level of expertise and professionalism. Finding a reliable and proficient wealth management company was paramount for me to actively achieve my financial goals. Kyle has tailored a plan and set goals unique for my situation. What truly sets this wealth management company apart is its dedication to forging strong, long-term relationships. In addition, Debra, the office manager, is always welcoming. Her professionalism
My wife and I partnered with Asset Preservations a year ago. Dealing with Kyle is an absolute pleasure. Thanks to his knowledge of finances we had a great year and look forward to continued financial stability for our retirement. Additionally, the office staff is extremely helpful and friendly and they provide the best snacks in town!
I met with Kyle Chapman who gave me great advice even on the first appointment. I can tell he is a true fiduciary who gave me great guidance even without a commitment to move forward. I'd highly recommend meeting with him. Mr. Chapman exceeded my expectations. I was very satisfied with his approach and communication was very clear on his explanation of a financial plan. You will be thankful that you have met with him to take care of your financial needs Keep up the good work Kyle Chapman ?? Chris melkonian
Kyle Chapman is the one gentlemen in the Wealth Management Industry that you should trust. He is well informed and up to date about all changes in the financial markets, is proven regarding all aspects of making money, eliminates unnecessary aggravation, and streamlines all mechanisms to achieve our goals. I trust his advice and his company?s commitment to their clients. Go see him and start to relax about your financial freedom. Asset Preservation Wealth & Tax 901 N Green Valley Parkway Henderson, NV 8907
Kyle Chapman is the best advisor that we've ever had. We have done much better with him in the short amount of time that we were with our other advisor for years. We've have more than doubled our earnings since then. I'd recommend him to anyone!
We met with Kyle a year ago and had a lot of doubt about the markets. We voiced our concerns and he took the time not only to discuss his personal plan for us but to explain it so that we could understand the game plan. After a year I could not be more surprised and excited about the gains we have made. I wish I would have met with Kyle Chapman sooner. I am extremely confident in his ability as my financial advisor. DON'T WAIT LIKE I DID!!!
My advisor Kyle Chapman is a true professional and very knowledgeable. He has covered many complex details with me with regards to my wealth and retirement plan that I simply did not know about or even realize. Plus, he is a great listener and acts in my best interest. I would highly recommend Kyle and this firm to anyone that is ready to retire and needs an advisor to formulate a wealth plan for success.
I had a great experience with Kyle. He was very upfront and honest and I appreciate that. I will definitely refer people to asset preservation.
Kyle is great and a pleasure to work with, as he is a true fiduciary who always places your interests first! He is also very knowledgeable and provides excellent advice and recommendations.
Preservation Wealth Management is an OUTSTANDING organization!!! Kyle Chapman is who I work with and he is the BEST financial planner out there!! If you are looking for a financial planner, Kyle is your guy. Give PWM a call and setup an appointment with Kyle, you will be glad you did!!!
Asset Preservation, Wealth & Tax I find to be a very good, all around Investment Co. I met with Kyle Chapman who advised me many ways to diversify my portfolio and taxes. He is actually a fiduciary looking out for my best interest, which my former Advisor never did. I would highly recommend Kyle to my family & friends.
Kyle Chapman is great. My husband and I aren't familiar with annuities & stocks so we were kind of wary. Kyle put us at ease & we found we're doing pretty well! Definitely recommend.
My appointments with Kyle Chapman has been a great experience! He is an Advisor that knows how to go right to the matter at hand and solve it. He is a very kind man who has a wonderful personality and knows how to get things done. I would highly recommend him for all of your financial needs.
Met wIth Kyle and he made things crystal clear seeing whereas our financial picture was a first for him. We highly recommend meeting with Kyle
Great experience. Kyle made it easy and straightforward to transition management companies. His financial strategies have made a significant difference in our earnings. Kyle is also very amicable, personable and knowledgable.
Kyle Chapman is a conscientious advisor. Kyle looks at the big picture and discusses everything with you. I feel as though I have someone always looking out for my best interest!
We were planning on retiring and heard of this company and its great reviews. We were introduced to our new advisor, Kyle Chapman. He is very personable, super knowledgeable, professional, and extremely friendly. He made us feel welcome from the start. He generated a proposal for us that was very agreeable, and we signed on. This was several months ago and he continues to keep us informed on a regular basis. To say we are extremely satisfied is an understatement!
I'm in great hands with Kyle. He's friendly, professional, and making the most of my investments. So glad I found him! The office is comfortable and the staff also very friendly and professional.
Kyle Chapman and Debra Buehler in the Henderson/Las Vegas office are a joy to work with. We always feel welcome when we come to the office. So glad we found your company to manage our hard earned assets. Kyle truly cares about what is best for us and has such patience explaining (and re-explaining) the pros/cons of every recommendation. We feel very confident working with Asset Preservation Wealth & Tax. It will be well worth your time to have a conversation about your personal situation and financial goals
Love Kyle!! Personable, friendly and thorough! I would recommend him to anyone! He takes the time needed to explain my financial options, and is never afraid to put anything in layman?s terms. Many thanks to the team!
Brad at Asset Preservation has been great to work with as we prepare for retirement. He has been very helpful and has provided a lot of information and insight to help us navigate a lot of account information- thank you Brad!!
I saw an add on TV so I thought I would give them a call and set up a meeting. My wife and I met with Kyle. My wife said to me, ?We are not signing anything!? By the end of the meeting, we had signed all of our retirement accounts over to Asset Preservation! Kyle and all of the other Professionals at Asset Preservation are amazing! Very knowledgeable and it's a 1 stop shop to really get you on the right track to retirement or whatever your goals may be, Highly Recommended!!!
To find out how to invest your money, this place is very helpful. Kyle took the time to explain everything to me.
Kyle is an excellent financial advisor, the best we've ever had. He is always there when we need him and explains everything in a way that we understand.
I recently had the pleasure of working with Mario Sena over at Asset Preservation financial advisory firm based in Henderson, Las Vegas. As someone who is interested in wealth management and securing a sound financial future, I was impressed by the level of service provided by this company. Their team of financial planners and advisors were knowledgeable, professional, and attentive to my specific needs and concerns. They took the time to thoroughly understand my financial situation and goals, and then deve
Kyle Chapman has gone over and above with our financial/retirement needs. I would recommend him to everyone.
Both Bradley and Debbra have been very patient and accommodating for both my wife and I.
The team over there are great and really make you feel welcomed and part of the organization.
Kyle is intelligent, easy to understand, and friendly.
Kyle is awesome. I highly recommend
I found Brad Olson to be very personable, approachable and professional
Advisors that know what they are doing and actually care
Very knowledgable. Excellent service.
Very knowledgeable, easy to talk to.
Excellent service and very knowledgeable pleasure to work with
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.