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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**

**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

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.



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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