Attorney Advertising Material

This website aims to give the description of two legally separate businesses, NLS Financial Solutions and NLS Legal Solutions. Information regarding NLS Financial Solutions (the CPA firm) can be found at http://www.neerajfinancial.com/cpa.html. Information regarding NLS Legal Solutions (the LAW firm) can be found at http://www.neerajfinancial.com/law.html. This promotional page is only meant as a convenience.

Get $15 off your tax preparation fees or $15 off your will fees. Just print out the coupon below and present this offer at the start of your appointment. If the image does not print out properly or you do not have access to a printer, don't worry - mention this offer at the start of your appointment, and we will apply the discount.

              

NLS FINANCIAL SOLUTIONS is a CPA firm that provides personalized service to both individuals and businesses to help them achieve their financial goals. The company aims to not only provide a client's annual accounting and tax preparation needs, but also the long-term planning needs such as retirement planning and business planning.

NLS LEGAL SOLUTIONS is a law firm with a focus in estate planning, business law, tax law, business succession planning, and medicaid planning.

Practice Areas - NLS Financial Solutions
  

TAX SERVICES
    - income tax preparation - individual
    - income tax preparation - business
    - state income tax returns - all 50 states
    - sales tax
    - payroll tax
    - estate and gift tax; and trusts
    - tax planning
    - IRS or NYS representation

ACCOUNTING SERVICES
    - accounting
    - bookkeeping
    - payroll services
    - audits, reviews, and compilations

FINANCIAL PLANNING SERVICES
    - retirement and estate planning
    - business planning
    - debt counseling

OTHER SERVICES - Business
    - choosing the right entity for a new business
    - forming the new business
    - business succession planning
    - business sales and purchases
    - business valuation

OTHER SERVICES - Personal
    - retirement accounts (and associated required minimum distribution analysis)
    - property tax assessment consulting
    - long-term care planning

Practice Areas - NLS Legal Solutions
  
ESTATE PLANNING
    - wills
    - trusts
    - health care proxy
    - estate tax planning
    - review life insurance policies
    - gift planning
    - probate
    - estate administration services

BUSINESS LAW
    - entity selection
    - entity creation (corporation, LLC, etc.)
    - drafting underlying documents
    - full transactional services

TAX LAW
    - audit representation
    - tax court representation
    - creating tax-friendly business solutions

BUSINESS SUCCESSION PLANNNING
    - tranferring closely-held businesses to next generation

MEDICAID PLANNING
    - asset reallocation

The owner of the firms, Neeraj L. Shah, has earned the C.P.A. designation and is admitted as an Attorney and Counselor at Law in all of the Courts of NYS and the U.S. Tax Court. Taken together, Neeraj is in the unique position to deliver a superior product. To provide the best product to its clients, one must fully understand all of the moving parts. Namely, 1) the government's ever-changing tax and estate laws, 2) an individual's assets, liabilities, and income streams, and 3) a person's goals and dreams. Neeraj offers clients a depth of knowledge, skill and business acumen that very few practitioners can match. [Neeraj's background and qualifications]

His clients know that they will receive personalized service and can rely on the firm for all of their needs.