Investor & Retirement
Investor & Retirement
Minimize Your Liability
NuTax Service provides specialized tax support for investors and retirees navigating complex income sources such as dividends, capital gains, rental properties, retirement distributions, and investment portfolios. Our goal is to help you minimize tax liability while staying fully compliant.
Whether you’re planning for retirement, managing required minimum distributions (RMDs), or balancing taxable and tax-advantaged accounts, we apply strategic timing and reporting to help protect your income and preserve long-term wealth.
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Investor & Retirement Tax Services
Capital Gains & Investment Income
Accurate reporting and strategic timing of capital gains, dividends, and investment income to help reduce unnecessary tax exposure.
Review Investments
Retirement Distributions
Guidance on Social Security, pensions, IRAs, 401(k)s, and required minimum distributions (RMDs) to support efficient tax outcomes.
Plan Distributions
Long-Term Tax Planning
Proactive planning to align investment activity and retirement income with your broader financial and estate goals.
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NuTax provides professional income tax preparation, business tax services, and strategic tax planning for individuals, families, and businesses nationwide.
With over 20 years of experience, our mission is to deliver accuracy, compliance, and exceptional client care through modern, stress-free tax solutions.
About NuTax
For Businesses
Tax Services
Advanced Services
Contact Us
Office:1405 Mimosa Lane, Silver Spring, Maryland, 20904, USA Phone: (656) 263-4823
Email: [email protected]
Email: [email protected]
Website: www.nutaxservice.com