SERVICES
Taking Individuals, Real Estate Professionals, and Businesses to the Next Level
We deliver customized tax preparation services, maximizing your deductions and ensuring compliance with tax laws.
We identify tax savings and tax deferral opportunities that will help you today and in the future.
On-Call Tax Advice
We offer timely, expert advice to address your specific tax questions as they arise, ensuring you're always in the know.
Don’t settle for ordinary, no-value-add tax prep
Jeff Nash, CPA, CFP®
Jeff Nash is a seasoned financial professional with over 20 years of experience in tax planning, investments, insurance, and lending. He specializes in helping clients navigate complex financial challenges, providing clear strategies for building, protecting, and managing wealth.
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Jeff holds multiple credentials, including Certified Financial Planner (CFP), Certified Public Accountant (CPA) in Texas, and Main Street Certified Tax Advisor. His expertise is further supported by licenses as an Investment Advisor Representative, Series 3 and 30 holder, and General Lines Agent for life, health, property, and casualty insurance.
Benjamin Trageser, EA
Ben Trageser is a skilled U.S. tax strategist specializing in helping remote workers, expatriates, foreign nationals, and real estate investors navigate the complexities of tax law. With a background at KPMG and Deloitte firms and an IRS Enrolled Agent license, Ben offers more than just tax compliance; he provides practical strategies to optimize clients’ financial outcomes.
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His expertise ranges from addressing the unique tax situations of global professionals to maximizing returns for real estate investors, regardless of portfolio size. Known for his attention to detail and client-focused approach, Ben has earned a reputation as a trusted advisor for those seeking a clear path through complex tax issues.
Who We Are
Nashional Tax Planning is more than just a tax advisory firm; it’s the result of years of dedication, expertise, and a shared passion for helping clients succeed. Our team specializes in delivering comprehensive, bespoke strategies designed to meet today’s financial challenges and prepare for tomorrow’s opportunities.
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We are your strategic partners in minimizing tax burdens, maximizing opportunities, and achieving lasting financial success.
We offer an extensive range of tax strategies and solutions, including but not limited to...
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 for a separate fee.
1031 exchange qualified intermediary services are offered by Above & Below 1031 for a separate fee.
What to expect with Nashional Tax Planning
Combining reliable expertise with a modern, technology-forward, and client-focused approach so that stressful tax seasons and unexpected tax bills can be a thing of the past.
Integrity
Upholding the highest standards of honesty and integrity in every interaction.
Personalized Approach
Tailored solutions to meet your unique goals, needs, and risk tolerance.
Technical Expertise
In-depth, up-to-date knowledge and experience with complex tax issues.
Communication & Transparency
Clear, timely updates and proactive communication to keep you fully informed.
Effortless Experience
User-friendly processes, thoughtfully streamlined and powered by top technology.
Trusted Partner & Ally
A dedicated partner to support your growth & strategic guidance at every step.
WHAT MAKES US DIFFERENT?
This is the most important question for you to ask and our answer is simple: the breadth of our team’s collective knowledge and expertise.
Tax planning is a multi-disciplinary exercise, and there is often significant overlap between various financial services and other specialty areas, including the law.
We believe Nashional Tax Planning, along with the integration and combination of our related party affiliates and strategic service providers, offers a compelling and competitive advantage for you.
Those who work with us undergo a thorough and robust evaluation of their situation as we identify and implement several tax strategies and planning opportunities to help mitigate paying more in taxes than necessary.
How It Works
Step 1
Free 15-minute introductory call
Step 2
Invite to Tax Dome and request 2 years of prior tax returns and books
Step 3
Quote Provided once Prior Year Returns Provided