ABOUT US

Natalie C. Papagni, CPA
Principal

Natalie C. Papagni, CPA – Tax, Planning & Advisory Services assists individuals and high-income earners, physicians and healthcare professionals, business owners and entrepreneurs, businesses and private practices transform financial complexity into clarity, strategically minimize taxes and optimize tax outcomes, protect their net worth, plan for their future - and achieve what matters most.

With 15+ years of experience with leading firms in the U.S. and deep expertise in areas that matter to you most we have the expertise you need to get you from where you are today - to where you want to go - with confidence.

Clients often come to us feeling unsure or overwhelmed—unclear about what information to provide, how different financial decisions affect their taxes, or where they truly stand financially. We take the time to explain things clearly, transform financial complexity into clarity, and help you move forward with confidence.

Work with us and receive the technical expertise found at leading firms, combined with the personalized service, responsiveness, and unhurried attention of a boutique firm—without the elevated fees.

How Can We Help?

Schedule time with us.
Give us a call or schedule a consultation today.

OUR PHILOSOPHY

Our firm was founded on a simple philosophy: combine the technical excellence, expertise, and strategic insight of top-tier advisory firms with the accessibility, responsiveness, and personal attention of a boutique practice - with a transparent and cost-efficient fee structure.

OUR PRINCIPLES

When you work with us, you can expect to be treated with care, clarity, and a genuine commitment to your success—every step of the way.

We uphold high professional standards and operate with principles rooted in:

• Trust • Quality • Integrity • Collaboration • Respect • Transparency • Service • Excellence

OUR PASSION IS YOUR SUCCESS

Our success is driven by the success of our clients. The success of our clients is driven by our ability to meet and exceed expectations, deliver efficient, friendly and responsive service, year-round professional insight and strategic guidance in areas that matter to them most that delivers measurable results.

PROFESSIONAL AFFILIATIONS

Proactive, intelligent, and strategic planning to minimize tax liabilities, optimize tax outcomes, and efficiently file your individual, business, and trust tax returns — while taking control of your financial future — may be easier than you think.

Let us show you how.

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