Meet Your Virtual CFO

Our financial team offers individuals and businesses a broad range of solutions to satisfy their needs and lifestyle.

How we deal with the numbers

Our clients' bottom line is our top priority. We are in constant communication with the people we serve and are committed to advancing the immediate needs and wants of our clients.

Our team works around the clock to provide the necessary services and support that each client needs from us.

get in touch

Further. Faster. Together.

The cost of hiring a full-time CFO can range from $175,000 to $480,000 per year plus vacations, bonuses and other benefits. Our Virtual CFO services provide you with the experienced strategic support you need, at an affordable fixed cost.

Accounting

Consulting & Planning

Bookkeeping & Payroll

Financial Planning

Outsourced CFO

Tax Planning

Individual Taxes

Corporate Taxes

Tax Audits

Tax Planning

Feedback from Clients

Why you should hire our firm.

The NEST Agency has been a life saver for my business and personal finances. The whole team is efficient, proactive, and looks out for our best interest. If we could do 10 stars we would!

- DK Mason & Home Improvement

Nathali and Kim have been taking care of my business and business insurance for a long time. They're all you can expect and more !! Quick response ,excellent personalized service. I would give them ten stars if possible.

Thank you guys !!

- Al Iglesias

Great accounting services and incredibly professional. I've worked with one of the partners of the firm for the past three years and each time has been quick to turn around taxes and get my great returns. I always feel like I am in good hands.

-Andres Soto

Our Commitment to you

Communication

We help guide every single one of our clients on their own paths and constantly reach out not only to the client but also on the clients behalf in such occasions such as speaking to the IRS or when providing the client with different insurance services. We make sure to keep everyone informed and up to date with all information to avoid mix-ups and ensure client happiness and satisfaction.

Dedication

We will work diligently to ensure that you are receiving the greatest outcomes whether it be the best deal on you insurance bundle or that your taxes are thoroughly and expertly filled out and filed correctly. Our passion shows through in our work as we help each and every one of our clients achieve their financial goals from start to finish.

Integrity

Lastly but certainly not least, here at The Nest Agency we value honesty and transparency as this will allow for us to better perform our jobs and offer you a better overall service.

Smart Contract. Data Protection and Privacy Policy Concept: A Man Signing a Digital Signature on an Online Business Contract

The NEST Agency and its affiliates are committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and protect the information we obtain from clients and visitors to our website and our offices.

Information We Collect

We may collect the following types of personal information:

Contact Information: Name, address, email address, phone number.
Financial Information: Social Security number, income, tax documents.
Other Information: Demographic information, payment details.

How We Use Your Information

We use the information we collect for the following purposes:

Providing tax preparation services.
Communicating with clients about their tax filings.
Improving our services and offerings.
Complying with legal and regulatory requirements.

Information Sharing

We may share your personal information with:

Third-party service providers who assist us in providing tax preparation services.
Our affiliate offices with your consent.
Government agencies as required by law.
Other parties with your consent or as permitted by law.

Data Security

We implement appropriate security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

Text Messaging Opt-In

By signing this privacy policy, you acknowledge that all clients are opted in to receive text messages for filing notifications and reminders of important dates. You may receive text messages regarding your tax filings and related services. Standard messaging rates may apply.

You may opt out of receiving text messages at any time by texting STOP. Opting out of text messages does not affect your ability to receive other communications from us.

Your Choices

You have the following choices regarding your personal information:

You may choose not to provide certain information, but this may limit our ability to provide services to you.
You may opt out of receiving marketing communications from us.

Accessing and Updating Your Information

You may request access to and correction of your personal information by contacting us using the information provided below.

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website.

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us.

163 Main Street

Westport, CT 06880

(203) 428-4338

service@mynestagency.com

Office Hours

Monday to Friday

9:00 am to 5:00 pm

Summer Hours (June-August)

8:00 am to 4:00 pm

Saturday

By Appointment

Closed on Sundays