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    Nugent & Co

    5.0 (3 reviews)
    Closed 8:00 am - 4:30 pm

    Services - Nugent & Co

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    3 More Services

    Payroll services

    Audit and conflict resolution support

    Tax planning

    Nugent & Co Photos

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    Recommended Reviews - Nugent & Co

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    Lafata Tax Services - Lafata Tax Service Logo

    Lafata Tax Services

    (3 reviews)

    My wife and I have used them for years, great prices, exceptional knowledge, and they don't nickel…read moreand dime you to death. They go out of their way to help you also.

    I preface my review by saying I'm sure Lafata is the cat's meow when it comes to helping folks file…read moretaxes and get whatever refunds are coming to them (or minimize what's owed). My particular review is for another matter that I was requested to get advise from a tax specialist. Now that the "fun" part is done with the purchase of D and I's new home, part of my new fun is selling my existing home. To do so there are various fixes that need to be done to make it market ready. I don't have a lot of extra cash but hoped to sell some shares from a Roth I've been contributing to for well over a decade to help pay some of those costs. My mutual fund company is being extra cautious in selling the shares I requested. In a nutshell I can take back money I've contributed (assuming I've contributed for at least 5 years) but not money that was earned. On that end they sent me a list of all my transactions over the decade or so that I've contributed and suggested I talk to a tax specialist and seek their opinion as far as what I can sell. That's where Lafata comes in. I figured I would likely need a tax service in 2017 to help me file both a non-resident Illinois tax form (since for the time being I will continue to work at my company in IL) and a part-year resident Indiana tax form, so why not try to establish a relationship with a specialist now. I called them on the 12th and the receptionist was polite and transferred me to a tax specialist. But the tax specialist was confused on what and why I needed their help. I explained the best I could and finally he asked for my phone number and said he would call back later in the evening since he was currently busy with other customers. That's totally understandable since it is "tax season" now. But as of the 18th no call. The least he could've done was schedule an appointment for me to come over so I could show and explain my situation more clearly. I contacted another tax service and they were just as confused by my request but they did schedule a time for me to stop by and present my information. I have doubts about the other service as well but will reserve judgment for after my appointment.

    Nugent & Co - accountants - Updated May 2026

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