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The Power 
of Good Advice

We fill the tax planning and advisory gap.



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. 


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


Fill the Gap with Customized Tax Planning and Advisory Services

Individuals, real estate professionals, and business owners who are seeking tax planning and advisory services.
Tax preparers, accountants, financial planners, and attorneys who want to offer their clients tax planning and advisory services.


Jeff - Casual Headshot - Small.png

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 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


- 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

Office Hours: 

Monday - Thursday 9:00 - 5:00 | Friday 9:00 - 4:00 CT

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