Tax Planning (Not Just Preparation)
Tax planning is an ongoing process, not a year-end scramble. I help clients evaluate decisions across multiple years so taxes are managed intentionally, not reactively.
I work directly with clients who want clarity, foresight, and thoughtful guidance — not last-minute surprises.
Most tax problems don’t come from bad preparation. They come from decisions made without seeing the full picture.
At Nestor Tax & Advisory, I focus on proactive tax planning and strategic financial advisory. My work is centered on helping clients understand the impact of decisions before they are made — whether those decisions involve business structure, compensation, investments, or timing.
This is not a high-volume practice. I work with a limited number of clients and stay directly involved in every engagement.
If you want clarity before making decisions, we should talk.
I bring decades of experience as a CPA and advisor.
My role is not to simply report what already happened — it’s to help clients see what’s coming and plan accordingly.
Start a ConversationGood decisions require context. I provide ongoing advisory support for business owners and individuals who want clarity before making financial and tax decisions — not explanations after the fact.
Tax planning isn’t something that happens after the year is over. It happens when decisions are being made.
For more than three decades, I’ve worked with business owners and individuals navigating complex financial and tax decisions.
I am a Certified Public Accountant with over 30 years of experience advising clients across a wide range of industries and circumstances.
Tax planning is an ongoing process, not a year-end scramble. I help clients evaluate decisions across multiple years so taxes are managed intentionally, not reactively.
For business owners and complex households, I provide CFO-level insight focused on cash flow, structure, and long-term outcomes — without firm layers or handoffs.
I help clients make sense of complexity: multiple entities, real estate activity, changing income, and evolving goals — all viewed as part of one integrated picture.
Tax preparation reports what already happened. Advisory work helps shape what happens next.
I work with a limited number of clients each year and prioritize engagements where thoughtful planning and clear communication matter.
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