How it works

A few ways we help clients obtain greater financial certainty.

Step 1: Build a customized plan

Would you like to pay the least amount in taxes legally allowable? How about receiving digestible financial reports that quickly highlight what’s going on with your business? We’ve yet to have someone answer “No” to these questions. But how are you achieving this goal if you’re always looking in the past when it comes to your taxes or trying to make sense of complicated reports? Chances are you’re not. While every situation is unique, we regularly find clients overpaying up 20-40% on taxes and dealing with financial reports that simply aren’t actionable. 

That’s why we believe the first step starts with a thorough diagnosis of your financial situation to design solutions in line with your goals – and save you time and money! Within the first 30 days of working together, we will:

Optimize your tax situation – we will evaluate whether you are maximizing deductions, using every available tax credit, have the right entity structure in place with the right audit protections and have considered retirement/wealth options. 

Evaluate your accounting records to ensure the reports are accurate and complete and, most importantly, decision useful. We’ll make sure you have the right systems in place to grow.

Construct a compliance calendar to make sure you get a clear idea of what’s due and when.

Step 2: Make it happen

Every business is unique – you don’t need cookie-cutter accounting and tax advice; you need customized solutions! That’s why every implementation is unique and can include recommendations such as:

  1. Entity Restructuring
  2. Accounting System Setup
  3. Clean-up of Accounting Records
  4. Cash Flow Forecasts
  5. Financial Metrics
  6. Amending Federal, State and Local Tax Returns
  7. Pricing Models
  8. Business Acquisition Analysis and Integration
  9. New Lines of Business Analysis

Step 3: Ongoing Support

There are two components to our ongoing support:


What you are required to do.

Federal, State and Local Tax

We prepare all types of tax filings including federal, state and local across all 50-states and ~89,000 state and local jurisdictions. We also prepare any U.S. required International Tax filings or disclosures.

Bookkeeping and Financial Reporting

We are a full-service business and personal accounting team. We apply a rigorous weekly process to your accounting which includes monthly reconciliations and reporting.


Steady, logical and predictable business growth.

Estimated Tax Calculations

Don’t be shocked by what you owe on April 15th. We will project your federal, state and local tax liabilities and devise a payment plan.

Strategic Meetings

Paying the least amount in tax while growing and maintaining positive cash flow requires ongoing discussions.

Plan Refresh

We build your initial plan to be evergreen, with regular updates as your business and tax code evolve.

Contact Us

NLC Financial Services, LLC, is your leading source for accounting, tax and business planning peace of mind in Iselin, New Jersey, and the surrounding areas. We are here to cover your needs, whether you’re looking for accounting, Certified Public Accountant (CPA), tax planning, business advisory, business accounting, or CFO services.

719 Raritan Rd Clark, NJ 07066-2206

(908) 428-4280

(908) 428-4281

Lets get started today!

Click the button below to schedule a complementary call with one of our Business Strategy Specialists! For questions and services regarding individual tax returns, please email