NLS FINANCIAL SOLUTIONS is a CPA firm based in Rochester, NY 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.

The owner of the firm, 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. He has been interviewed and quoted on tax and legal issues in the Daily Record, Western New York's premiere daily law publication. [Neeraj's background and qualifications]

Its clients know that they can rely on the company for all of their needs, whether it is large or small, personal or business.

Practice Areas  

TAX SERVICES
    - income tax preparation - individual
    - income tax preparation - business
    - state income tax returns - all 50 states
    - US taxation for expatriates
    - 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
    - preparing business plans
    - choosing the right entity for a new business
    - forming the new business
    - business succession planning
    - business sales and purchases
    - business valuation
    - assistance in negotiating bank loans

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

* We recommend that you visit our 'FAQs' pages on Businesses. This page will answer many questions and concerns that you have. In addition, please visit our Coupons page to save money on your Tax Preparation needs.