Nainiger Financial
About
I have 31 years of experience in investment management and tax planning and preparation. I am a veteran of 9 years of military service and deployments to Iraq and Somalia. I listen to my clients and attend to their needs in the best possible way.
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Frequently asked questions
What is your typical process for working with a new customer?
My fee typically starts at $175.00,... I would need at least 1 but prefer 2 years of previous tax returns. You must have the ability to scan and email me documents. Fees can be paid by debit/credit card, or by Venmo, fees must be paid prior to electronic filiing.
What education and/or training do you have that relates to your work?
I have been in the financial services industry for 26 years, 23 years tax prep experience. I am a military veteran, and out of the military worked with a firm of CFP's managing investments, and preparring taxes.
Do you have a standard pricing system for your services? If so, please share the details here.
Again I start at $175.00, seeing previous years returns I can be specific on price.