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New Client Application

Apply to Work With Nader Accountancy

This application is for business owners, creators, consultants, and self-employed professionals looking for year-round tax planning, compliance, bookkeeping, or advisory support.

If it looks like we can help, we'll discuss the best next step.

Step 1

Schedule a Strategy Call

Use the calendar below to schedule a strategy call. Tell us about your income, entity, and current tax situation so we can recommend the right engagement.

Engagements

What You Can Apply For

Year-Round Tax Advisory

Recurring monthly support: bookkeeping, annual return preparation, quarterly projections, estimated payments, entity planning, and year-end tax strategy.

Tax Strategy Session

A one-time paid CPA review for owners who want clarity before committing to monthly advisory.

Tax Cleanup & Special Projects

Multi-year filings, FTB/IRS notices, CA LLC issues, S corp elections, and bookkeeping cleanup.

What to Expect

The Application Process

1

Your Situation

Income sources, entity structure (sole prop, LLC, S corp), state(s) you operate in, and current tax pain points.

2

The Right Engagement

We discuss whether monthly advisory, a strategy session, or a cleanup project is the best next step.

3

A Clear Path Forward

If we’re a fit, we send a scoped proposal. If not, we’ll point you in the right direction.

Tax Strategy Session

Book a Paid Tax Strategy Session

A one-time CPA review of your current tax situation, entity structure, estimated taxes, deductions, retirement planning options, and year-end opportunities — with a written summary of recommendations.

$750–$1,500 one-time. If you become a monthly advisory client within 30 days, the session fee may be credited toward onboarding.

Schedule a Strategy Call

Clarity, Compliance, and Proactive Decision-Making

Nader Accountancy doesn't promise guaranteed tax savings. The goal is to build a year-round tax system so you know what you owe, when to pay, and how to make smarter tax decisions before the year is over.

Results depend on your facts and circumstances. What we can promise is a real CPA, a real plan, and a real process — not last-minute filing.

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