About Nakowicz Financial Services
Starting in 1997, Nakowicz Financial Services started as a seasonal home-based tax business, and has evolved and expanded over the years into a full-service financial firm providing guidance to clients year round.
Our growth has given us the ability and strength to offer complete expertise in the industries of financial planning, tax preparation, and retirement planning. We are proud to say we are able to offer our clients an individual path to wealth and financial happiness.
Meet Our Team…
John Nakowicz, CPA, MST
President of Nakowicz Financial Services, Inc. for over 18 years. The company specializes in Tax Preparation Services, Representation before the IRS, Financial Advisory Services, & Payroll Services. The company has grown substantial from our humble beginning in 1997 at a rented office on Warwick Avenue. Still on Warwick Ave (closer to Hoxsie Four Corners) the company recently purchased a 3200 square foot building in 2010.
John Nakowicz has been a Certified Public Accountant since 1976. He received his Master in Science of Taxation Degree From Bryant College in 1993. John is investment advisory licensed, series 7 licensed & life/heath insurance licensed.
Specialty: Institutional Money Management
Mike Nakowicz, EA
President & Senior Tax Advisor
It seems my work life started when I was 6 or 7 helping my CPA father with filing and stapling tax returns during the first months of the year. Helping every tax year after that and becoming increasing more concerned with computer and technology. I moved out to Connecticut shortly after school to take on various job in photography, direct marketing, and design.
After sometime, I made a huge life change and move back to my home state to take on the challenge of developing into a tax and accounting professional like my DNA had scripted so long ago. Mike has studied for many years and is now an Enrolled Agent Tax Advisor. With my sales efforts I have taken on a bit more then my father and mother set out to take on. The company has grown substantially from our humble beginning in 1997 at a rented office on Warwick Avenue. Still on Warwick Ave (closer to Hoxsie Four Corners) the company recently purchased a 3200 square foot building in 2010.
Specialty: Individual and Business Tax Advisory. Life Insurance.
She is an Founder and major reason Nakowicz Financial is here today. She was the main proponent of starting the business back in 1996/1997 when they started the company.
Don worked for the State of Rhode Island as the Chief of Sales Tax for 30+ years. When he retired from the State he wanted to stay in the game, Don has turned into a vital part of Nakowicz Financial.
Admin & Bookkeeper
Cindy came here in 2013 and has taken over much of our bookkeeping for our clients. She also is one of the people you will meet during tax season.