A Cloud Tax Accounting Firm
Based in Warwick, Rhode Island
We are an accounting firm that thinks different and has taken steps to always be pro-client. We listen to our clients and we guide you on your financial path through life. We hear the horror stories every year – from payroll taxes not being paid to “I never hear from my accountant.” We are changing that every single day by always available and always ready for your questions.
It’s all about the connections – building connections, providing connections, continuing a connection. We want to assist you, your family, and/or your company become and continue being a success through our professional financial services – tax preparation, retirement planning, payroll services, small business accounting – and by being your ally.
We see it as 3 simple steps to get you going.
We discover your struggles, analyze improvements, provide solutions and discuss implementation to create a platform for success that is sure to bring you a bright future. Contact Us to Learn More >>
What We Do?
How We Do It?
Tax Advisory
We know Tax. Your situation is solved. With a Master in Taxation and an Enrolled Agent, we've experienced it all.Let the Experts Help You
We have combined tax advisory experience of more than half a century. Every year we study the changes in Rhode Island and Federal taxes and put them into action to save you money. This is why clients choose us over the competition every year.Learn More
Financial Advisory
Your money is an ever evolving process. That's why we are here all year long for your questions.We're Your Partner
We don’t just advise you on your tax returns, we also have financial advisors for your retirement plan. A good retirement plan is very important these days. People are living longer and now need more money to sustain their comfortability.Learn More
Business Advisory
Xero is hands down the simplest and most user friendly accounting software program for all small businesses.Xero, Books for Small Business Owners
Automate your bookkeeping so you can get on with your business. Only Xero allows you to do this. You usually buy the same things and having similar types of income, by setting up some simple rules, you get your books done in seconds flat.Learn More
Tax Advisory and Preparation
Whether you need help with your family or personal tax preparation or you own a business, here in Rhode Island or around the country we can help. We have many clients just like you. We process returns for almost every state in the United States. We also prepare several returns from individuals and businesses outside of the US needing to prepare US Returns. You need a tax professional who can stay on top of the increasingly complex tax laws and take advantage of all the credits and deductions that you work hard to deserve.
Your tax needs are as unique as you are, and our approach to tax planning – state tax or federal tax – is tailored to your needs and goals. We can address your immediate financial concern and discuss long-term solutions. With our solid understanding of the tax code, we can help you no matter what your needs may be. Learn More!
Who Are We
Nakowicz Financial Services, Inc. is dedicated to providing exceptional service to ensure the success of small businesses and families.
Philosophy We Strive For
Our Rhode Island family owned financial business has shown us not only that family businesses can work, but that John and Marsha are still happy to be working together. Our consistent energy gaining the trust of our clients has created a very valuable clientele that continues to refer new clients every day. John is a Certified Public Accountant with Master’s Degree in Taxation (from his alma mater then Bryant College now Bryant University) as well as being licensed with a Series 6 and 7, enabling him to offer insurance and various investment products such as IRAs, 401k, annuities, life insurance, long-term disability, etc. John and Marsha began their public office in 1997, originating from a small seasonal home tax business. After completing our fifteenth year, Nakowicz Financial Services has grown to employ staff throughout the year and become a full-service financial accounting firm.
Nakowicz Financial Services has shown increasing growth in recent years which has given us the ability and strength to offer even more to our clients. With our complete expertise, in the industries of financial planning, tax preparation, and retirement planning, we are able to offer our clients an individual path to wealth and financial happiness.
We are not only here to offer financial planning, outsource accounting, income tax preparation, investments, insurance, and other financial consulting. We are here to be your friend, with numerous newsletters and a friendly, inviting environment to make some of the hard decisions easier. Our newsletters discuss a myriad of topics, such as changes in tax laws, services and opportunities, and even many glimpses into the lives of Nakowicz Financial.
Recent Posts…
A Thought…
Have you thought about your taxes in non-tax season? Do you think you will owe more this year? Or possibly you had a big change in income. If you haven't thought about your taxes and [...]
Spring 16 Newletter – Top 3 Retirement Concerns
1.) How do I deal with the significant shift in my daily activities? While we are working we often find ourselves dreaming about traveling and relaxing all day during retirement. The reality is as we [...]
Spring 16 Newsletter – From the Grandparents
Most Grandparents out there would agree that just being one is the best! We are blessed with three grandchildren Harrison turned 5 in May, Finn turned 2 in March, and Avery will be 1 in [...]
Spring 16 Newsletter – Tax Letters and Notices
Over the last few years, Congress has been shrinking IRS staffing through budget cuts. To further this shrinking, IRS employees will not be replenished after any of the staff leaves for retirement. With these types [...]
Where we are.
Our office is centrally located at 1464 Warwick Avenue in Warwick Rhode Island, just north of Hoxsie Four Corners. It is our building, and we are the only company at the location. Main entrance is on Squantum Drive, just behind the street sign.
History of the building:
The building was originally built in 1963 by Dr. Malcolm Engstrom for his business. Nakowicz Financial bought the building in the middle of 2010, almost completely gutted the insides and revitalized the building and grounds. We also used as many green products as we could during the rebuild.
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