Sandra Nguyen
CFP, CPA · Nguyen Financial & Tax
About Sandra Nguyen
Sandra Nguyen provides integrated tax and financial planning for Vietnamese-American business owners and professionals in the Dallas-Fort Worth metroplex. Her trilingual practice and cultural understanding make complex financial concepts accessible while delivering sophisticated tax strategies.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $100,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Tax Planning
Minimize your tax burden with strategic planning, tax-loss harvesting, Roth conversions, and year-round tax optimization.
Small Business
Navigate business finances with guidance on entity structure, payroll, business succession, and retirement plans for owners.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Why Choose Sandra?
11+ Years Experience
Proven track record serving clients since 2015
2 Professional Credentials
Holds CFP, CPA designations
63 Client Reviews
4.7/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Sandra has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Sandra is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Sandra for over 3 years and they have consistently delivered excellent advice. Their expertise in Tax Planning has saved us thousands.
Location
Dallas, Texas
Map integration available on request
Request a Free Consultation
Connect with Sandra to discuss your financial goals. In-person or virtual meetings available.
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