Tax Planning Services

Improve your tax position and decrease your tax season stress with expert guidance and services from Nguyen & Associates.

10+ Years in business

Tax Planning

Anticipating your future tax liability is the best way to minimize it. We work with you to proactively assess your scenario and recommend strategies that will maximize your after-tax income. If you’re unsure whether this service will be beneficial for you, we offer a free discovery meeting where we can discuss your situation.

Tax Preparation

We adhere to the highest standards in tax preparation and filing. Nguyen & Associates CPAs use a two-stage process that includes exceptional attention to detail in preparing your return and a subsequent review to ensure every document is free of errors or omissions. Our top priority is applying tax law to your scenario accurately to ensure a compliant filing.

Hundreds of clients served
Hundreds of clients served

Tax Resolution

Tax issues can be stressful and time-consuming. If federal or state tax authorities contact you about a problem, we can help you research and resolve it.

Penalty AbatementBack TaxesTax LiensTax LeviesInstallment Agreements+ More

Tax Planning Services Reviews

How does leveraging our tax planning services benefit clients?
Read what they have to say about us.

View all of our Google Reviews  (4.9) 196+ Reviews

“Ryan and his team are so wonderful to work with.”

 I have used them for several years now. Each year they make the process so smooth and simple and are so responsive with any questions I have, even in the middle tax season. Their software is easy to navigate. I know I am in great hands with them.

Kelly Ahmeti

“They are very helpful and diligent.”

 The company I work for had a lot of backed up taxes and bookkeeping issues and they helped us handle it effectively. They were patient while we were trying to pull receipts and documents and they were willing to meet with us when we needed clarification. I highly recommend.

RJ Mello

“Ryan and his team have always done a great job with all of my tax needs.”

Ryan and his team have always done a great job with all of my tax needs. Whether that’s personal and business. His team is always very patient but diligent with me and my team and we appreciate the service they provide.

Sage Fernandez

Tax Planning FAQ

How do I know if I’m a good fit for a tax planning engagement?

We’re happy to have a free discovery call with you and analyze the information you provide. Then, we schedule a follow-up conversation to present our findings on estimated tax savings and explain how our tailored services can benefit you. The calls, analysis, and results review are complimentary. We want you to make a well-informed decision about whether to work with us.

What are the fees for tax planning?

Every client’s tax situation is unique, and our fees vary based on the depth of an engagement. However, the savings we help clients achieve typically cover (and often significantly exceed) the cost of our tax planning expertise.

Do I have to submit all my documents electronically or can I provide physical documents?

We collaborate with you in whatever way is easiest for you. If you prefer to provide physical documents, we’re happy to use them.

Get Started

Let’s develop a strategy for maximizing your after-tax income. Contact us today to learn more about our services or schedule a discovery call.