Tax planning and preparation is an essential and nuanced aspect of financial planning.

Source Financial offers clients an additional tax service resource to further assist them with achieving their financial goals.

Peter M. Nagel CPA

Peter M. Nagel, CPA, is the Source Financial tax services specialist. Peter has over 30 years of experience in public accounting, providing tax and accounting services to individual and business clients.

Under a separate fee agreement, Peter is available to answer tax questions and provide Source Financial clients with tax planning, preparation, and accounting services.

Tax Planning

Planning is the key to successfully and legally reducing tax liability. Peter goes beyond tax compliance and proactively recommends tax-saving strategies to help maximize after-tax income.

  • Tax strategies to grow and preserve your assets
  • Roth Conversions
  • Retirement Distribution Timing
  • Realizing Capital Gains/Losses
  • When to take Social Security Benefits

Tax Preparation

Peter prepares tax returns for individuals and business entities of all sizes, types, and industries.

  • Individuals
  • Partnerships
  • Corporate (S-Corp and C-Corp)

Accounting Services

  • Monthly/Quarterly Bookkeeping
  • Outside Chief Financial Officer Services

If you’d like to learn more about the Tax Services provided through Source Financial, please contact Peter to request a free consultation.

Peter M. Nagel, CPA
Tax Services, Partner
608.570.4020 Direct
866.949.4015 EXT 4020 Toll Free

Disclaimer

Source Financial and its advisors may receive additional compensation for tax and accounting services, a conflict of interest. The scope of this engagement is exclusive of any financial advisory services and covers tax planning, preparation, and other accounting services.  The fees for tax planning, preparation, and other accounting services will be billed separately from any financial advisory services. These fees will be based on the time required to complete the services, the difficulty involved, and out-of-pocket costs.

DISCLOSURE

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. CPA-related services offered through One Light Enterprise, LLC DBA Source Financial. One Light Enterprise, LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or CPA-related services. Private Advisor Group and Source Financial are separate entities from LPL Financial.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.