Taking Care Of Your Financial Needs
When It Comes To Taxes, You Need Experts.
At Nakowicz Financial, we are proud to offer a range of Financial Services that can help you manage your finances, plan your financial future, and even look after the ones you love.
There is no one size fits all approach when it comes to finances. Whether you are looking for Financial Advising or to plan your retirement, you can rest assured any direction we give is tailored to your specific needs.
We Have Licensed & Certified Tax Preparers on Standby.
When choosing your tax firm, it is crucial that you go with a company that has verifiable knowledge and experience in the field. While testimonials you see on the web are a great motivator (we have plenty!) — licensing and certifications are a concrete indicator you are in good hands.
Our staff includes both Enrolled Agents and Certified Public Accountants to handle your tax matters.
Licensed by the IRS. Enrolled agents are subject to a suitability check and must pass a three-part Special Enrollment Examination, which is a comprehensive exam that requires them to demonstrate proficiency in federal tax planning, individual and business tax return preparation, and representation. They must complete 72 hours of continuing education every 3 years. *
Certified Public Accountants
Licensed by state boards of accountancy, the District of Columbia, and U.S. territories. Certified public accountants have passed the Uniform CPA Examination. They have completed a study in accounting at a college or university and also met experience and good character requirements established by their respective boards of accountancy. In addition, CPAs must comply with ethical requirements and complete specified levels of continuing education in order to maintain an active CPA license. CPAs may offer a range of services; some CPAs specialize in tax preparation and planning. *
* Taken from IRS.gov (https://www.irs.gov/Tax-Professionals/Understanding-Tax-Return-Preparer-Credentials-and-Qualifications)
Our Tax Services
Learn How We Can Help
Tax Preparation Services
Our tax professionals handle any type of return. Whether you are filing individual, business, or estate or trust returns – we ensure you get the most credits and deductions.
Tax Debt Solutions
If you over 10k to the IRS, we may be able to negotiate on your behalf and recieve better terms by aiming for a lower tax bill or better repayment options.
IRS/State Notices & Letters
We offer a very low cost diagnostic service where we get to the bottom of why you received a letter or notice, and come up with a plan to solve it.
Tax Refund Review Service
What if the IRS owes YOU money? Our Tax Refund Review Service checks your previous 3 years of returns to see if there were deductions or credits overlooked.