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NC Financial Group
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    • Founder - Nicholas Casagrande
    • Founder's Note
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NC Financial Group

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Engagement Letters & Forms

  • NEW / RETURNING Individual Tax Engagement Agreement

  • Business Entity Tax Engagement Agreement

  • Business Registration, Bookkeeping, Payroll Engagement Agreement 

  • Tax Organizer

  • Send Us Your Files*  Software For Tax Use Only

  • W-4      W-9
  • IRS Consent

  • Service Rates & Forms
  • Tax Rates for 2025 - Salary, Marital Status, etc.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties and does not guarantee the accuracy of any information in Business Profiles.

The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Nicholas Casagrande, Founder, Financial Advisor by any client.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com

Cetera Financial Group Circle of Excellence BBB Accredited Business BBB Rating: A+ As of 6/30/2025 Click for Profile

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

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