SERVICES
Taking Individuals, Real Estate Professionals, and Businesses to the Next Level
On-Call Tax Advice
Have a tax-related question, or ten? We offer on-call tax advice and guidance when you need it.
Strategic Tax Planning
We identify tax savings and tax deferral opportunities that will help you today and in the future.
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Solutions Specialists & Connectors
Opportunities won't do anything for you without being implemented by a solution specialist.
We advise on these tax strategies & solutions...
to name a few
Tax Deductions & Credits
Insurance Strategies**
Entity & Tax Election Optimization
Retirement Plans**
Cost Segregation Studies
1031 Exchanges**
**Insurance strategies are offered by Nashional Insurance for a separate fee.
Retirement plans are offered by Nashional Investments and Nashional Self-Directed for a separate fee.
1031 exchange qualified intermediary services are offered by Above & Below 1031 for a separate fee.
Fill the Gap with Customized Tax Planning and Advisory Services
ABOUT US
Industry Experience
Over 20 years experience covering: tax planning, financial planning, investment advising, retirement plan selection and advising, entity & tax filing status selection, insurance selection & planning, tax preparation, audit & attest services, bookkeeping/accounting.
Licenses & Certifications
CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Public Accountant (Texas)*
- Investment Advisor Representative
- Series 3, 30
- General Lines Agent - Life, Accident, Health and HMO
- General Lines Agent - Property and Casualty
- Surplus Lines Agent
- NMLS #1823367
Education
- Bachelor of Arts, Political Science - University of Oklahoma
- Master of Taxation - Mississippi State University
Jeff Nash, CPA, CFP®
Principal Advisor
Contact Us
5900 S. Lake Forest Dr., Ste 380, McKinney, TX 75070
contact@nashionaltaxplanning.com
Office Hours:
Monday - Thursday 9:00 - 5:00 | Friday 9:00 - 4:00 CT