Our Sarasota Florida firm provides business advisory and accounting services to help increase cash flow and save on taxes.
Our Sarasota Florida firm suggests that your overall strategy should include proactive, year round tax planning.
Need a free consultation? You can call us at 941-295-9003, or better yet, you can click below and fill out our website form.
If you’re like most folks, just thinking about filing your tax return causes your head to hurt and your stomach to twist into knots – especially if you haven’t thought about it since you got last year’s refund check. Trying to gather receipts and figure out which documents prove you deserve a tax credit can scramble your brain. Don’t fret, though. We’ve got help for you right here – your tax organizer/client questionnaire.
A tax organizer is a set of questions and worksheets you complete about your personal situation and finances. The organizer includes questions about changes in your filing status, income, expenses, sales, retirement accounts, education, healthcare, and many other things can can impact the amount of income tax you pay. It includes a topical index that allows you to quickly locate the pages that contain questions pertinent to your situation. I’ve personally found the best way to approach it, however, is to go through it page-by-page and answer every question.
Our tax organizer will help you organize your tax information and make sure you don’t miss any important deductions.
Please complete the following steps to take advantage of this tax organizer.
1. When you receive the tax organizer PDF, carefully review all items. (If you do not have a PDF reader, please download Adobe's free PDF reader .)
2. Fill out all the information you can.
3. Once completed, be sure to print a copy for our meeting.
4. Call us and schedule a meeting.
5. Bring the completed tax organizer and all supporting documents to the meeting.
At Nugent & Associates, we're not just number crunchers. We bring over 3 decades of invaluable certified public accounting and tax expertise to your company – serving as business and financial strategists who can offer such services as tax and financial planning, investment advice, diligent financial records, and help with estate planning.
Even better, we will give you time to focus on what you do best: running the day-to-day operations that drive your business toward success.
We will visit you at your business at a time and day convenient for you, analyze your numbers, discuss your goals and concerns and report back with a complimentary detailed written analysis to help your business succeed!
At Nugent & Associates, we're not just number crunchers. Our people bring decades of invaluable certified public accounting and financial and tax expertise to you – offering tax and financial strategies to individuals such as yourself. If you have any questions or concerns about your own tax, financial or investment matters, please do not hesitate to contact us.
Experienced tax and financial experts are not just for the super rich. At a reasonable fee you too can maximize your wealth and receive professional guidance for retirement, and/or any tax issues you may be facing, no matter your situation, with a tax and financial expert as your consultant.
Contact Nugent & Associates today. We don't charge for phone calls. You may just find you found an ally in your quest to have a great financial future.
This page is intended to be informational. This website, nor any of the information contained on this site constitutes professional, business, tax or legal advice and is not a substitute for such advice nor does it create a professional-client relationship between you and Nugent & Associates.
State and federal laws change frequently, and the information in this page may not reflect your own state’s laws or the most recent changes to the law.
The information contained within this website should not be considered as a solicitation or an offer for a professional-client relationship. Materials contained in this website are of a general nature and should not be substituted for professional advice. Nugent & Associates is providing this website and the information contained herein only as a convenience to you. Nugent & Associates assumes no liability or responsibility for any errors or omissions contained within this website. There is no guarantee that the information included on this site is current, accurate, complete, useful, or reliable.
We assist our clients in individual and business tax planning throughout the year.