Empowering You to Thrive Financially, One Step at a Time

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Address

Virtual, USA

Email

info@nexgenwealthstrategies.com

Phone

+1 803-714-3462

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Welcome to

NexGen Financial and Tax Services

We provide personalized tax preparation and wealth strategies tailored to your unique needs. Whether you’re a busy professional, a growing family, or a business owner, we make it easy.

Client Intake Form

Meet the Founder & CEO

Diesirie Williams

Diesirie Williams, founder and CEO of NexGen Financial and Tax Services, is dedicated to empowering individuals, families, and businesses to achieve financial success. With three years of experience in financial planning and tax optimization, she is recognized for her innovative strategies and personalized approach.

Diesirie's Vision for NexGen

Diesirie established NexGen to simplify the complexities of tax preparation and wealth management, ensuring clients feel confident and secure in their financial futures. Her commitment to delivering exceptional results has made her a trusted leader in the industry.

Balancing Leadership and Life

Outside of work, Diesirie enjoys cyber operations, traveling, and being a mother to two children. She is passionate about helping others and strives to maintain a balance between her professional and personal life.

Our Services

Tax Preparation

Let us take the stress out of tax season! We handle everything from start to finish, ensuring you get the maximum refund or minimize any liabilities, all while keeping you informed and worry-free. Our team is here to make tax time feel easy, with a personal touch.

Individual Tax Preparation

Accurate and stress-free filing for individuals, ensuring maximum deductions and compliance.

Business Tax Services

Comprehensive tax solutions tailored to small businesses, corporations, and self-employed professionals.

Tax Planning for Entrepreneurs

Strategic tax planning to optimize savings and minimize liabilities for business owners.

IRS Representation & Audits

Expert representation during IRS audits, ensuring full support and guidance through the process.

Wealth Services

Our Wealth Services Include:

Personal Financial Planning

Let’s design a financial plan that supports your goals—whether it’s paying off debt, saving for big life events.

Tax-Efficient Investing

Maximize your investments while keeping your tax burden low. We help you grow your wealth while staying tax-savvy.

Smart Savings Strategies

It’s not just about saving money—it’s about saving smart! We’ll help you make the most of your savings with your lifestyle.

Business Financial Coaching

Are you a business owner or entrepreneur? We provide financial guidance to help your business thrive, from budgeting to long-term financial planning.

Retirement Bliss Planning

Whether retirement is just around the corner or years away, we’ll create a retirement plan that gives you peace of mind.

Year-Round Tax Support

NexGen Financial and Tax Services offers expert, year-round tax support to ensure clients stay on top of their financial needs.

Need Help?

Frequently Asked Questions

We’d love to hear from you! Whether you’re ready to tackle your taxes or start planning for your future, NexGen is here to help.

Simply book a consultation with one of our tax experts, and we’ll guide you through the process.

24-48 hours

We offer personalized financial planning, tax-efficient investing, retirement planning, and more. 

Schedule a Consultation

NexGen Financial and Tax Services

Our team is here to help you maximize your returns, minimize your taxes, and create a wealth plan that supports the life you dream of.

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We’d love to hear from you! Whether you’re ready to tackle your taxes or start planning for your future, NexGen is here to help.

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Virtual, USA

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