Without professional help, tax preparation can be a daunting task.

Without professional help, tax preparation can be a daunting task. You can count on the professional team at Nugent & Associates to guide you through the complexities of tax preparation and also keep you abreast of the changes to the tax code. Our experienced tax professionals will also help you "lessen your taxes" and minimize what you have to pay.

Have a special tax situation due to a windfall or an inheritance, or need to file multi-state tax returns? Don't worry. We're here to help you with all your tax preparation needs.

Most people think about their taxes during tax season. However, it's never too early to start planning to reduce your tax burden and maximize your return.

Our Individual Tax Preparation Services Include:

• Personal Tax Planning Strategies
• Amended Tax Returns
• Filing for Prior Years
• Extension Filing
• Multi-state Tax Returns

We put your mind at ease ...

At Nugent & Associates, we offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals and businesses, from managing sales tax compliance to business and estate tax planning to the preparation of personal and corporate returns to effective representation before taxation authorities. We take an active approach to all aspects of taxation –our seasoned staff monitors compliance to avoid surprises at tax time, and stays current with changes in tax law to identify the tax planning implications, allowing us to proactively apply updated strategies to minimize our clients’ tax liability and maximize their financial growth.

Individual Taxes

At Nugent & Associates, we specialize in accurate, quick, and painless preparation of your personal income taxes, offering sensible assistance at reasonable rates. Our knowledgeable and experienced tax professionals ensure that you receive all the deductions to which you are entitled, and speed your refund by filing your return electronically with the IRS and state tax authorities. In addition, we are available year-round to provide valuable assistance with tax planning, helping you minimize your tax liability and avoid surprises during the tax season.

Tax Planning and Return Preparation

Our experienced, insightful staff believes that providing effective tax services to individual clients involves more than simple tax return preparation. At Nugent & Associates, the core of our firm’s philosophy is that planning is the key to an individual’s overall financial health, and we believe that staying on track with a strong, comprehensive plan is the best way to minimize your taxes, manage your finances, maximize your assets, and achieve your goals. We don’t just prepare your tax return…we can help you to develop a solid, sensible plan that can help you not only with this year’s taxes but also your future expenses, from saving for your children’s educational expenses, to funding your retirement, to protecting your assets and estate.

Estate, Gift, and Trust Tax Return Preparation

Nugent & Associates provides expert preparation of complex federal and state estate, gift, and trust tax returns, as well as offering comprehensive and knowledgeable assistance with the tax implications of your estate plans, business succession plans, and gifting strategies. We can advise you about the efficacy and tax implications of a number of estate planning strategies including irrevocable trusts and charitable giving strategies. We constantly strive to maximize the value of your estate, gift, or trust, and to protect your heirs or beneficiaries from confusion, uncertainty, and the distraction of unforeseen estate tax levies.