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Tax Planning

Maximizing Your Savings:
Strategic tax planning to minimize liabilities and optimize returns, securing your financial future.

Services

Individual Taxes

Maximizing Your Refund: Tailored strategies for optimizing individual tax returns and savings.

Services

Corporate and Partnership Taxes

Strategic Business Tax Solutions: Expert guidance on corporate and partnership tax planning.

Services

Tax Audits

Navigating Tax Scrutiny: Expert representation and guidance through tax audits and inquiries.

Services

Tax Planning

Strategizing for Success: Customized tax planning strategies to minimize
liabilities and maximize savings.

FAQ

Tax Planning

  1. Anything and everything tax-related! Here are some examples to get you started:
  2. The IRS just sent me a letter. What does it mean? Do I have to pay quarterly estimates? Should I incorporate my business? Should I write off mileage or get a business vehicle? What are the tax implications of my PPP loan?
  3. Your NEST Tax Advisors are available year-round and will answer your questions in 2 business days or less. Don’t have any burning questions? That’s okay, too! We’re still on hand to support you and can give recommendations based on your unique business needs.

Yes, all NEST Tax Advisors are fully licensed and IRS compliant. While these licenses can vary between CPAs, IRS Enrolled Agents, and Tax Attorneys, each of these licenses is granted the same authority for Tax Preparation by the IRS.

  1. Yes! Personal federal and state income tax filings are included for sole proprietors in your plan.
  2. For S-Corps, C-Corps, and Partnerships, you can add-on personal filing for 1 partner or shareholder for just $35/mo. when billed annually or $45/mo. when billed monthly.
  1. Yes, we’ll prep and file your taxes for you as part of our plan!
  2. Once your bookkeeper completes your year-end financials, your dedicated Tax Coordinator and NEST Tax Advisor will facilitate the preparation, review, and filing of your income tax return. When it’s ready, we’ll reach out to you for the “all clear.” Then, we’ll file your taxes and pull funds directly from your account to pay any applicable taxes.
  3. And since tax time stress isn’t limited to tax season, year-round tax advisory services come standard. Our licensed tax professionals are on hand for all your tax planning needs. With check-ins throughout the year, your tax team leaves no deductions behind.

Embrace the future of finance with us

Our forward-thinking approach opens doors to a world of possibilities, empowering you to achieve unprecedented prosperity.

We’re dedicated to providing comprehensive financial services tailored to your unique needs.

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Office Number

1 (203) 428-4338

Office Address

Main Hub – Westport | 163 Main Street
TCM Professional Group: –Stamford Hub | 1019 East Main Street
Alianza Professional Group – New Haven Hub | 276 Grand Avenue