Individual Services 2017-08-08T04:14:43+00:00

At Nestor CPA Services we take the time to understand the unique financial situation relative to each of our individual clients. We know that specialized attention is required to assist in building and preserving wealth, managing risk, improving performance and achieving goals.

Some of the services we provide include:

We all dream of retirement, but how we all get there is different. There can be many obstacles in your way to retirement, and we can help you navigate them. Let us provide money management and tax strategies by looking at your unique situation. We look at your current Pension, IRA’s, 401 k’s etc., provide guidance on how to best structure your investments, and provide efficient income and estate tax strategies.

Estate planning can be complicated, frustrating, and intimidating. With an endless list of moving parts such as probate courts, asset appraisals, IRA’s, 401K’s, and life insurance just to name a few, every estate plan is different. We offer guidance in order to help you plan for this transition of assets to your beneficiaries. Our services include:

  • Evaluating and recommending estate planning options
  • Tax planning for any taxes at time of death
  • Consulting with you on defining your estate plan goals.
  • Assisting your lawyers with probate.

You’re never too young to think about estate planning. Don’t put off planning for the unforeseen by assuming it will just work itself out. Take the burden off your heirs, and let us help you through the process.

Let’s face it nobody likes to pay bills or take time to create and manage a budget. With constant and changing due dates, we ensure your bills are paid on time every time. We have a dedicated staff that takes the pressure off of your busy schedule so you don’t have to handle the daily operational aspects of your household or business. Paying bills, recoding payments, and analyzing your budget no longer have to be a burden.

When unforeseen legal battles or business disputes arise, it helps to have an expert in your corner with specialized training in litigation support. Our consultants can provide valuable assistance in resolving disputes, providing expert testimony, quantifying damages and property & business valuations.  We will also provide valuable assistance to your attorney in the development of case strategies, trial exhibits, rebuttal testimony, and financial & tax settlement positions.

Our tax services include preparation of federal, state and local tax returns for corporations, limited liability companies, partnerships, individuals, not-for-profit organizations, estates and trusts. With the complexity of the Internal Revenue Service Code, we provide our clients with a wide range of tax services and strategic support solutions. Don’t let deductions slip through the cracks. We keep up on all the latest tax rules to ensure our clients always maximize deductions. Whether you’re in need of tax planning strategies, IRS representation, or tax preparation services, let us help you through the every step of the way.

Personal Financial Statements provide detailed information about your current financial position, and lenders often request a personal financial statement when extending credit. We help you gather all the relevant documentation and prepare your financial statement to accurately and effectively state your financial position.

Whether you’re getting a loan to start a new business, buy a new home, or looking for funds to put your children through college. Loan and Financial Aid applications are a necessity. With college skyrocketing over the last decade, the need for financial assistance has become increasingly common especially for families with multiple children. Your loan and FAFSA application will determine if and how much financial aid you will qualify for. We pull all of your pertinent financial data together and properly report it on all applications to help you achieve your goals.

Few things can be as unsettling to the average person as receiving an IRS Audit letter. IRS Audits can take immense amounts of time away from your family and/or business. Especially when IRS requests are made for records and documentation asking to validate every item reported on your tax return. Furthermore, IRS Auditors are tasked to extract more information from you than you have a legal obligation to provide. Improper representation can lead to increased tax obligations and may potentially put you on the radar for future audits. Our clients rarely, if at all, have any contact with the IRS. We handle it all for you. Let our experienced team put you at ease and handle the load.