Profile
Nathali Ocampo
ListedTax Planning, Accounting, and Business Advisory Support
About
About
Nathali Ocampo is associated with The NEST Agency LLC, a financial services firm serving individuals and businesses through accounting, tax, insurance, and advisory support.
The firm’s services include tax planning and tax filing, accounting, payroll, business advisory, insurance, and Virtual CFO guidance.
Nathali Ocampo is associated with The NEST Agency LLC, a financial services firm serving individuals and businesses through accounting, tax, insurance, and advisory support. The agency describes its work as helping clients make finances simpler through education, guidance, and ongoing support.
The firm’s services include tax planning and tax filing, accounting, payroll, business advisory, insurance, and Virtual CFO guidance. Source materials describe a focus on high-income individuals, business owners, real estate investors, startups, growing companies, and sole proprietors ready to move beyond basic tax filing.
The NEST Agency identifies hubs in Westport, Stamford, and New Haven, with materials noting Connecticut-based service and nationwide client support. Its tax-related areas include business returns, estates and trusts, nonprofit filings, real estate, sole proprietor or gig economy matters, and startups.
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Remote | ||
| CPA accounting advisory | Remote | ||
| Payroll services | Remote | ||
| Tax planning | Remote | ||
| Tax resolution | Remote | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
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