Advantage Tax & Planning was founded with a simple goal. To enable individuals and business owners to take control of their tax situation through proactivity and detailed planning. We firmly believe that taxes should never be reactive or overwhelming.

Through detailed planning, we take the time to make sure that your tax burden is reduced not only each year but over your lifetime. Our approach is specifically designed for clients who value ongoing communication and proactive tax planning, not just once-a-year filing.

Nick has been working in the financial services industry since 2017. He is a CFP® and Enrolled Agent. After years of experience, Nick discovered his true passion — tax planning. Through conversations with hundreds of clients, he recognized a significant need for proactive, responsive tax professionals who truly prioritize their clients’ success. That insight became the foundation of our mission: to provide every client with proactive, transparent tax services—free of hidden fees and unexpected bills.