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"Nate has been working with my investment clients for tax preparation and planning since 1995. He primarily works with roughly the top 40% of my clients to optimize their annual tax situation so that we can increase their short term as well as long term after-tax returns. My challenge is that he now only takes new tax clients on a case-by-case basis as he's been established since 1989, or I would have everyone work with him. He is clearly not a "15 minutes and out of there" type of CPA that charges a minimal amount; he's a tremendous value-added service." - Les Jepsen, Jepsen Investment Management
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