About
At Nash Bookkeeping & Tax Services, I believe in the value of relationships. I view every client relationship like a partnership and truly believe that my success is a result of your success. I am committed to providing close, personal attention to my clients. I take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.
I provide a variety of services including:
Income Tax Preparation for all types of businesses and individuals
IRS and State Audit Representation
QuickBooks setup, support, and training
Business Startup Services
Monthly bookkeeping
Financial statements - making sure your financial records are timely and accurate
My continual investment of time and resources in professional continuing education and extensive business relationships is indicative of my commitment to excellence.
Specialties
Special tax situations
Employment status
Filing status
Photos and videos
Reviews
Paul
Frequently asked questions
What is your typical process for working with a new customer?
In person getting to know my clients and their needs. Building a relationship. Dedicating my time and expertise to each client's unique situation.
What education and/or training do you have that relates to your work?
Licensed Enrolled Agent.
Bachelors Degree in Accounting
Do you have a standard pricing system for your services? If so, please share the details here.
Varies by the complexity of each individual tax return. The laws for one situation don't always pertain to the next. Knowing which to apply and when is the key to tax savings for my clients.
How did you get started in this business?
With 17 years experience working in a small CPA firm. I have gained lots of know and experience in different asspects of the tax law.
What types of customers have you worked with?
Individuals and businesses, Retirees, client's of various ages and back grounds.
Describe a recent event you are fond of.
Helping a client with an issue that asking the right questions has saved them over $65k.
What advice would you give a customer looking to hire a pro in your area of expertise?
Be sure they are asking the right questions to get you the savings potential that you deserve.
What questions should customers think through before talking to pros about their needs?
What are their financial goals? What are the tax implications of those goals? Where do they want to be in 5-10 years?