Form 1040, Individual Tax Return
Form 1040-ES, Estimated Taxes
Form 1098, Mortgage Interest
Form 1099-S, Real Estate Proceeds
Form 1099-T, Student Tax Credits
Form 2210, Tax Penalties Schedule
Schedule A, Itemized Deductions
Schedule B, Dividends & Interest
Schedule C, Sole Proprietorship
Schedule D, Capital Gain & Losses
Schedule E, Rental Income/Loss
Schedule F, Farm Business Activity
Form 8812, Child Tax Credit
Schedule EIC, Earned Income Credit
Form 8332 - Child Custody
Alternative Minimum Tax (AMT)
Simple IRA Limits
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
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.
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.