Sam Nguyen
CFP®, EA
Founder of Nguyen Tax Service
Sam has over 16 years of experience in tax planning and preparation. He partners with financial planning professionals and provides expert tax planning and tax preparation to their individual, family, and small business clients.
Designations & Education
CERTIFIED FINANCIAL PLANNER™
CFP® certificants have met the CFP Board’s high standards for education, experience, and ethics, and are the standard of excellence for competent financial planning.
Enrolled Agent
EAs are federally licensed tax professionals who specialize in taxation and have the right to represent taxpayers before the IRS for audits, collections, and appeals.
B.S. – Financial Planning
Bachelor of Science in Financial Planning from Virginia Tech.
At Nguyen Tax Service, we believe great tax work is more than a filing – it is an ongoing, collaborative process that helps families and business owners keep more of what they earn.
Led by Sam Nguyen, CFP®, EA, our firm specializes in tax preparation and proactive planning for clients who work with financial planners. Sam brings 16+ years of hands‑on experience in the tax preparation and financial planning industry, with deep expertise coordinating tax strategy alongside investment, retirement, and cash‑flow decisions.
He is an Enrolled Agent, a CERTIFIED FINANCIAL PLANNER™ professional, and a graduate of Virginia Tech’s financial planning program. He serves clients nationwide from Hyattsville, Maryland, and works fluently in English and Vietnamese.
Before founding Nguyen Tax Service in 2023, Sam served as a Director of Tax at XY Planning Network's tax service (XYTS), where he supported advisors in delivering coordinated tax preparation and planning for their clients.
How we work with you:
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Planning‑first mindset: projections, safe‑harbor estimates, and “what‑if” modeling before transactions happen
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Advisor collaboration: seamless alignment with your financial planner on timing, elections, and implementation
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Efficient process: clear checklists, secure document exchange, and transparent pricing
Our promise: Practical guidance, prompt responses, and returns prepared with the same care we would want for our own families.