Strategic Tax Planning for Individuals, Including Accredited Investors, and Businesses
Tax Filing
Tax Strategy
On call tax advice
Nashional Tax Planning provides comprehensive tax planning, tax strategy, and advisory services for individuals, including accredited investors, and businesses seeking clarity, compliance, and long-term financial advantage. We work with clients globally while maintaining a strong presence across key U.S. markets, including San Diego, Dallas, and the New York City metro area. Our team delivers personalized strategies designed to reduce tax liability and support sustainable wealth growth.
Tax planning is not simply about filing returns. It is about making informed decisions throughout the year that align with your financial goals and protect what you build.
Why Smart Tax
Planning Matters.
Every dollar unnecessarily paid in taxes is a missed opportunity to reinvest, grow, or preserve wealth. Strategic tax planning allows you to reduce current tax burdens, defer future liabilities, and structure your financial life in a way that supports long-term outcomes.
At Nashional Tax Planning, we move beyond reactive tax preparation. Our approach focuses on proactive planning, forward looking strategy, and ongoing advisory support. With more than 30 years of combined experience in tax planning, IRS compliance, investments, insurance, and financial strategy, our team works with clients who value insight, transparency, and measurable results.
Whether you are an individual with growing income, an accredited investor managing multiple assets, or a business owner scaling operations, thoughtful tax planning creates clarity, confidence, and control.
Our Tax Planning and Advisory Services
don't settle for ordinary, no value-add tax preparation.
Who We Serve
Our clients include individuals, including accredited investors, and business owners who value proactive tax planning and strategic financial guidance.
Individuals seeking optimized tax outcomes
High income professionals and accredited investors managing multiple income streams, investments, and complex financial structures
Small business owners and entrepreneurs focused on strategic growth
Remote workers, expatriates, and foreign nationals navigating multi jurisdiction tax requirements
Each engagement is data-driven and customized to support current needs while protecting long-term financial health.
Serving San Diego, Dallas, and the New York City Metro Area
Nashional Tax Planning proudly serves clients across the United States, with dedicated expertise supporting individuals and businesses in San Diego, California, Dallas, Texas, and the New York City metropolitan area.
Our understanding of regional tax considerations, state regulations, and multi-state planning allows us to support clients with complex geographic and income structures. Through secure technology and modern collaboration tools, we provide seamless service regardless of location. Through secure technology and modern collaboration tools, we provide seamless service regardless of location.
Our Team
Jeff Nash, CPA, CFP®
Jeff Nash brings more than two decades of experience across tax planning, investments, insurance, and lending. As both a Certified Public Accountant and Certified Financial Planner, Jeff guides clients through complex financial decisions with clarity and precision.
His credentials include CPA licensure in Texas, CFP certification, Main Street Certified Tax Advisor designation, Investment Advisor Representative status, Series 3 and 30 licenses, and General Lines insurance licensing. This multidisciplinary background allows Jeff to approach tax planning with a comprehensive and strategic perspective.
Benjamin Trageser, EA
Ben Trageser is a skilled U.S. tax strategist specializing in helping remote workers, expatriates, foreign nationals, and real estate investors navigate the complexities of tax law. With a background at KPMG and Deloitte firms and an IRS Enrolled Agent license, Ben offers more than just tax compliance; he provides practical strategies to optimize clients’ financial outcomes.
His expertise ranges from addressing the unique tax situations of global professionals to maximizing returns for real estate investors, regardless of portfolio size. Known for his attention to detail and client-focused approach, Ben has earned a reputation as a trusted advisor for those seeking a clear path through complex tax issues.
What to Expect with
Nashional Tax Planning
Clients choose Nashional Tax Planning for a refined, modern, and client- focused experience built on trust and long-term partnership.
Integrity
We uphold the highest standards of professionalism, discretion, and ethical guidance.
Personalized Strategy
Every recommendation is tailored to your unique financial goals, structure, and long- term vision.
Technical Expertise
Our team maintains deep, current knowledge of complex tax laws and strategic planning methods.
Clear Communication
We uphold the highest standards of professionalism, discretion, and ethical guidance.
Effortless Experience
Secure technology and streamlined systems make collaboration simple and efficient.
Long-Term Partnership
We act as ongoing advisors and strategic partners as your financial life evolves.
How It Works
Start by scheduling an introductory call with our Client Coordinator so we can understand your financial landscape and determine whether we’re the right fit for your needs. If it’s a mutual fit, you’ll then meet with our Tax Planning Team for a deeper strategy discussion focused on your goals and current tax position. From there, you’ll receive secure access to our client portal to upload prior tax returns and relevant financial documents for review. After completing our analysis, we provide a customized quote along with a strategic tax planning approach tailored to your specific needs and long-term objectives.
Ready to Take Control of Your Tax Strategy?
Whether you’re preparing for the upcoming tax year or looking for a more strategic, forward- looking approach, our team is here to help. The process begins with a brief call with our client coordinator to determine whether we’re the right fit for your needs.
If so, the next step is a deeper conversation with a member of our leadership team to discuss your goals in more detail and explore working together.