800-601-7602
Complete Back-Office Solutions

One Accountable Partner for Tax, Accounting & HR

From business formation and monthly bookkeeping to multi-state sales tax, individual filing, and executive Fractional CFO leadership — NMG gives you a dedicated finance and operations team without the overhead of hiring one.

Explore All 7 Services

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Businesses Served Across U.S.

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Years of Advisory Excellence

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Annual Client Retention

Nexus Management Group CPA & Advisory Team
IRS E-File Certified Direct CPA Supervision
★★★★★ 5.0
1,200+ Businesses Served Across U.S.
Personal Compliance & Advisory

Individual Tax Filing Services

NMG can help you file your individual tax return accurately and on time — essential for staying compliant with tax regulations, avoiding costly penalties, and maximizing eligible deductions and credits. Whether you are an employee, self-employed professional, investor, freelancer, or retiree, our experienced tax professionals provide personalized support to make the filing process simple and stress-free.

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Personal Tax Scope Highlights

Tailored strategies for multi-stream earners, high-net-worth investors, and cross-border assets.

100% Secure & Confidential Digital Document Upload
FBAR Foreign Bank Accounts & PFIC Reporting
Direct CPA Review Before Any Tax Authority Submission

End-to-End Individual Tax Services

Comprehensive assistance throughout every phase of the filing process:

Income Tax Returns

Preparation and filing of federal and all resident/non-resident state individual tax returns.

Multi-Source Income Review

Comprehensive analysis of W-2, 1099, K-1, dividends, and interest to prevent omissions.

Tax Planning & Optimization

Proactive structuring and timing to legally reduce your total current and future tax liability.

Deductions & Tax Credits

Meticulous identification of all eligible standard, itemized, educational, and family tax credits.

Capital Gains Tax Reporting

Accurate basis tracking, loss harvesting, and reporting for equities, crypto, and real estate.

Investment Income - PFIC

Specialized Passive Foreign Investment Company reporting and complex election guidance.

Self-Employment & Freelance

Schedule C expense maximization, quarterly estimates, and self-employment tax reductions.

Rental Property Income

Depreciation schedules, repairs vs. capital improvements, and passive activity loss rules.

Foreign Income & FBAR

FinCEN 114 (FBAR), FATCA Form 8938, and foreign earned income exclusion compliance.

Amendments & Corrections

Form 1040-X filings to rectify past errors, missed deductions, or retroactive tax adjustments.

Tax Notice Correspondence

Expert evaluation and prompt representation for IRS and state tax inquiry notices.

Extensions & Deadlines

Stress-free extension filings (Form 4868) and penalty-prevention deadline management.

Who Can Benefit?

Our individual tax filing services are tailored for diverse financial profiles:

Salaried employees Self-employed individuals Independent contractors Freelancers & Gig Professionals Consultants Small business owners Retirees Stock & Crypto Investors Multi-source income earners Individuals with foreign income or assets

Our 6-Step Tax Filing Process

A proven, transparent journey from initial consultation to final electronic submission:

1
Initial Consultation

We discuss your financial situation, income sources, and filing obligations.

2
Document Collection

We review all tax docs, W-2s, 1099s, investment reports, and deductions.

3
Tax Review & Prep

Our tax professionals prepare your return while minimizing liabilities within the law.

4
Client Review

You receive a detailed draft return with full explanations before submission.

5
Electronic Filing

Once approved, your return is securely e-filed with IRS and state authorities.

6
Post-Filing Support

Year-round support for notices, ongoing planning advice, and record retention.

Why Choose NMG for Individual Taxes?

Precision, responsiveness, and genuine peace of mind during tax season and beyond:

01

Experienced Professionals

20+ years of CPA and tax advisory expertise ensuring maximum deductions.

02

Accurate & Timely Filing

Stringent multi-tier review process eliminates errors and missed deadlines.

03

Personalized Tax Advice

Bespoke advice tailored to your life changes, investments, and retirement goals.

06

Year-Round Support

We don't disappear on April 15. We remain available 365 days a year.

05

Bank-Grade Security

Encrypted portals and strict data protection protocols for confidential documents.

04

Transparent Pricing

Clear, upfront flat-rate quotes with zero hidden surprises or filing markups.

Corporate Compliance

Professional Business Tax Filing Services

Meeting your business tax obligations is essential for maintaining compliance, avoiding penalties, and supporting your company’s financial health. Whether you operate as a sole proprietorship, partnership, limited liability company (LLC), corporation, or non-profit organization, our experienced tax professionals provide accurate, timely, and reliable business tax filing services tailored to your needs.

Why Business Tax Filing Matters

Comply with federal, state & municipal statutes
Avoid costly penalties, late interest & audits
Maximize R&D, depreciation & business deductions
Build credibility with lenders, investors & vendors

Comprehensive Business Tax Solutions

Everything your enterprise needs under one accountable roof:

Federal, State & Local Returns

Complete multi-tiered filing across all jurisdictions where your business does commerce.

Partnership Returns (Form 1065)

Partner capital account maintenance, special allocations, and timely Schedule K-1 delivery.

LLC Tax Returns

Single-member disregarded entity filings, multi-member partnerships, and corporate election returns.

Corporations (C-Corp & S-Corp)

Form 1120 & Form 1120-S filing, shareholder reasonable compensation reviews, and dividend tracking.

Sole Proprietorship Reporting

Comprehensive Schedule C filings, home office deductions, mileage, and depreciation schedules.

Estimated Tax Calculations

Quarterly corporate tax computations and automated EFTPS payment schedules.

Multi-State Tax Support

Apportionment factors, economic nexus assessments, and combined/consolidated state reporting.

Sales & Use Tax Compliance

End-to-end indirect tax calculations, threshold tracking, and multi-state remittance.

Payroll Tax Reporting

Quarterly 941/940 filings, state unemployment reconciliations, and year-end W-2/W-3 processing.

Amendments & Corrections

Prior-year adjustments, net operating loss (NOL) carrybacks/carryforwards, and corrected returns.

Tax Notice Representation

Qualified representation with IRS and state taxing authorities to resolve correspondence and audits.

Year-End Planning & Advisory

Pre-close strategic reviews to accelerate deductions, defer income, and structure capital investments.

Businesses & Industries We Serve

From seed-stage startups to scaling middle-market companies:

Start-ups & Founders Small & Medium Businesses (SMBs) Family-Owned Businesses Professional Service Firms Retail & E-Commerce Manufacturing Companies Construction & Contracting Healthcare Providers & Clinics Technology & SaaS Logistics & Transportation Financial Services Non-Profit Organizations

Our Business Tax Filing Process

Seamless 6-step lifecycle engineered for corporate precision and zero deadline surprises:

1
Initial Consultation

Understanding entity structure, industry dynamics, accounting records & goals.

2
Financial Review

Reconciling general ledger, trial balance, payroll reports, and prior returns.

3
Tax Preparation

Identifying tax credits, allowable deductions, and current regulatory planning opportunities.

4
Client Review

In-depth presentation of your return, tax liabilities, and strategic recommendations.

5
Filing & Compliance

Direct electronic filing with IRS and state agencies with formal confirmation.

6
Ongoing Tax Support

Year-round guidance, notice defense, and ongoing quarterly estimate adjustments.

People & Culture Operations

Comprehensive HR Solutions for Growing Businesses

Your people are your greatest asset, and effective Human Resources (HR) practices are essential to building a productive, engaged, and compliant workforce. Our comprehensive HR services are designed to help businesses attract, develop, and retain top talent while ensuring strict compliance with employment laws and industry best practices.

The Full-Lifecycle HR Advantage

Whether establishing your HR foundation or scaling to 500+ employees, we protect your business from legal liabilities while building a winning company culture.

Complete State & Federal Labor Law Compliance
End-to-End Payroll, Benefits & Statutory Deductions

Our 8 Core HR Pillars

A modular suite covering every facet of your people operations:

Talent Acquisition

  • Workforce planning & hiring strategies
  • Job description development
  • Candidate sourcing & screening
  • Interview coordination & selection support
  • Background verification checks
  • Offer letter prep & structured onboarding

HR Policy Development

  • Custom employee handbook creation
  • Standard HR policies & SOPs
  • Corporate code of conduct
  • Leave, PTO & attendance policies
  • Performance management guidelines
  • Workplace ethics & compliance

Payroll & Benefits

  • Accurate salary administration
  • Statutory compliance & withholdings
  • Health & retirement benefits administration
  • Leave balance tracking
  • Time & attendance management
  • Monthly payroll tax reconciliation

Performance Management

  • Goal setting & Key Result Areas (KRAs)
  • Performance appraisal frameworks
  • Individual employee development plans
  • Performance Improvement Plans (PIPs)
  • Reward & recognition architectures

Employee Relations

  • Employee grievance handling
  • Objective conflict resolution
  • Internal communication enhancement
  • Employee engagement initiatives
  • Exit interviews & smooth offboarding
  • Proactive retention strategies

Learning & Development

  • Training needs assessment (TNA)
  • New hire orientation programs
  • Managerial & leadership development
  • Technical & soft skills training
  • Career pathing & progression
  • Executive succession planning

HR Compliance

  • FLSA, EEOC & OSHA compliance
  • Labor law documentation & posters
  • Statutory personnel records
  • Periodic HR health audits
  • Mandatory compliance reporting
  • Workplace safety guidelines

HR Advisory & Consulting

  • Strategic HR roadmapping
  • Organizational design & restructuring
  • Workforce capacity planning
  • Market compensation benchmarking
  • Change management consulting
  • HR process digitizing & automation

Our 5-Step HR Engagement Process

How we align your workforce strategy directly with your revenue and business goals:

1
Business Assessment

Understanding your team, culture, current gaps, and compliance posture.

2
Strategy Development

Designing practical HR frameworks aligned directly with organizational targets.

3
Implementation

Deploying policies, payroll tools, recruitment workflows, and performance systems.

4
Training & Support

Guiding managers and employees to ensure rapid adoption and seamless workflow.

5
Continuous Improvement

Regular reviews, retention metrics, and proactive adjustments as your team scales.

Indirect Tax & Multi-State

Accurate and Reliable Sales Tax Filing Services

Sales tax compliance is a critical responsibility for businesses that sell taxable goods and services. With constantly changing state tax laws, economic nexus thresholds, and jurisdiction-specific rules, managing sales tax can be complex and time-consuming. Our Sales Tax Filing services help businesses stay fully compliant, minimize audit exposure, and file accurate returns on time.

Post-Wayfair Multi-State Protection

Selling online or across state borders? We monitor dollar and transaction volume thresholds across all 50 states to guarantee 100% nexus compliance.

Economic & Physical Nexus Analysis
Automated Marketplace & E-Commerce Reconciliation

Sales Tax Return Preparation

Meticulous compilation and timely electronic filing across all local, county, and state tax departments.

Monthly, Quarterly & Annual

Schedule tracking tailored to your state-assigned filing frequency so you never miss a filing window.

Registration & Permit Setup

Acquiring sales tax permits and setting up departmental tax accounts in any required U.S. state.

Calculation & Reconciliation

Reconciling gross sales, non-taxable sales, and tax collected against POS and bank deposits.

Multi-State Sales Tax

Mastering the complexities of 10,000+ local tax jurisdictions, destination-based rates, and rules.

Nexus Analysis & Guidance

Evaluating your sales volume and transactions against Wayfair economic nexus thresholds nationwide.

Exempt Sales & Certificates

Reviewing tax-exempt sales and managing resale exemption certificates for wholesale and B2B clients.

Audit Support & Defense

Professional documentation compilation and direct representation during state sales tax audits.

Our Sales Tax Filing Process

From nexus determination to accurate tax payment remittance:

1
Initial Assessment

Evaluating business operations, sales channels, registrations, and nexus status.

2
Data Collection

Gathering sales reports, invoices, marketplace reports, and exemption certificates.

3
Tax Calculation

Verifying taxable/exempt transactions and reconciling collections against financial records.

4
Return Preparation

Preparing precise returns in accordance with municipal and state requirements.

5
Filing & Remittance

Secure filing and payment support to the appropriate revenue authorities.

6
Ongoing Monitoring

Tracking ongoing revenue volume against new state thresholds and legislative changes.

Business Formation & Structuring

Start Your Business with Total Confidence

Choosing the right business structure is one of the most important decisions for any entrepreneur. Our Incorporation Services are designed to help you establish your business efficiently, ensure complete compliance with legal requirements, and lay a strong foundation for long-term growth. From entity selection to tax registrations, our professionals guide you at every step.

Advantages of Incorporating

Limited liability protection for owner personal assets
Enhanced credibility with customers, lenders & investors
Clear tax optimization and separation of finances

Business Structures We Support

Choosing the optimal entity type for tax minimization and legal shielding:

Limited Liability Companies (LLCs) S-Corporations (S-Corp Election) C-Corporations (Standard Stock Corp) General & Limited Partnerships Non-Profit 501(c)(3) Organizations Professional Service Entities (PLLC / PC) Sole Proprietorships

Structure Consultation

Analyzing liability, pass-through taxation, capital requirements, and growth trajectory.

Name Availability Search

Verifying state database availability and reserving your corporate name prior to filing.

Articles of Organization / Inc.

Drafting and expedited filing with the Secretary of State in your chosen jurisdiction.

EIN (Tax ID) Procurement

Direct issuance of your Employer Identification Number from the IRS for banking and hiring.

Operating Agreements & Bylaws

Customized member governance agreements, initial board resolutions, and ownership shares.

Registered Agent Support

Reliable commercial registered agent service for legal service of process and state notices.

Our Incorporation Process

From initial concept to active, fully compliant enterprise:

1
Consultation

Assessing business objectives, ownership structure, and growth plans.

2
Entity Selection

Selecting LLC vs S-Corp vs C-Corp for optimal tax savings and liability shields.

3
Documentation

Preparing governing documents, registration forms, and initial resolutions.

4
State Filing

Submitting state applications and monitoring approval until officially registered.

5
Tax ID & Licensing

Securing Federal EIN, state tax accounts, and required municipal permits.

6
Ongoing Support

Transitioning into monthly bookkeeping, annual franchise filings, and tax management.

Executive Finance Leadership

Strategic Financial Leadership — Without the Cost of a Full-Time CFO

Growing businesses need strong financial leadership to make informed decisions, improve profitability, and achieve sustainable growth. However, hiring a full-time Chief Financial Officer (CFO) with a \$250k+ salary is not practical for every organization. Our Fractional CFO Services provide you with senior executive financial leadership on a flexible part-time basis, giving you elite guidance at a fraction of the cost.

What Is a Fractional CFO?

An experienced finance executive who acts as an integrated member of your leadership team — helping you make data-driven decisions, strengthen cash controls, and accelerate valuation.

Dynamic Cash Runway & 13-Week Cash Flow Models
Board-Ready Presentations & Investor KPI Dashboards
Fundraising, Debt Structuring & M&A Due Diligence

Financial Strategy & Planning

Translating corporate vision into actionable multi-year financial roadmaps and capital models.

Budgeting & Forecasting

Dynamic rolling forecasts, departmental budgets, and variance analysis to prevent cash burn.

Cash Flow Management

Optimizing working capital, managing vendor payment cycles, and accelerating accounts receivable.

KPI Dashboards

Executive visual dashboards providing live clarity on CAC, LTV, gross margin, and unit economics.

Fundraising & Investor Prep

Data room curation, pro-forma cap table modeling, and pitching support for VC and PE funding.

M&A Financial Support

Buy-side and sell-side financial due diligence, quality of earnings assessments, and deal structuring.

Banking & Lender Relations

Negotiating lines of credit, debt covenant compliance, and optimizing commercial banking packages.

Risk & Internal Controls

Auditing operational weaknesses and installing anti-fraud controls and segregation of duties.

Our CFO Engagement Process

5-stage executive integration tailored to deliver measurable commercial returns:

1
Business Assessment

Reviewing revenue models, cost drivers, cash position, and strategic objectives.

2
Financial Health Review

Auditing historical statements, margins, and operational metrics for quick-win savings.

3
Strategic Planning

Building customized forecasting models, KPI targets, and financial policies.

4
Implementation

Embedding controls, upgrading reporting dashboards, and steering financial operations.

5
Ongoing Partnership

Leading executive reviews, board meetings, investor updates, and growth initiatives.

Foundation of Financial Success

Accurate Accounting Solutions to Support Business Growth

Accurate financial records are the foundation of every successful business. Our Accounting Services are designed to help businesses maintain organized books, meet compliance requirements, and gain actionable insights for informed decision-making. Whether you are a startup, growing company, or established firm, we provide reliable, cloud-enabled accounting tailored to your needs.

Always Decision-Ready Books

Say goodbye to tax-season scrambling. Your reconciliations and management financials are finalized monthly with zero delays.

Daily/Monthly Bookkeeping & General Ledger
Real-Time P&L, Balance Sheet & Cash Flow Statements
Multi-Account Bank & Credit Card Reconciliations

Day-to-Day Bookkeeping

Accurate transaction categorization, bill processing, expense management, and digital receipts.

General Ledger Maintenance

Maintaining double-entry accuracy, journal entries, and account adjustments adhering to US GAAP.

AP & AR Management

Timely customer invoicing, collection tracking, vendor payment scheduling, and aging reports.

Bank Reconciliations

Daily or monthly reconciliation across all operating, savings, merchant, and credit card accounts.

Financial Statements

Preparation of formal Income Statements (P&L), Balance Sheets, and Statements of Cash Flows.

Management Accounts

Monthly and quarterly executive packs tracking performance trends, margin variances, and budgets.

Fixed Assets & Depreciation

Asset capitalization registers, accumulated depreciation tracking, and disposal accounting.

Inventory Reconciliation

COGS tracking, periodic stock reconciliations, and inventory valuation adjustments.

Accounting Software & ERP Platforms We Support

Our CPAs and accountants integrate directly into your existing software stack:

QB
QuickBooks Online & Desktop
X
Xero
NS
Oracle NetSuite
ZB
Zoho Books
SG
Sage Intacct
FB
FreshBooks
MD
Microsoft Dynamics 365

Our Accounting Workflow

A rigorous monthly cycle delivering precision, transparency, and tax readiness:

1
Consultation

Understanding chart of accounts, reporting cadence, and current software tools.

2
Data Ingestion

Establishing secure automated bank feeds, receipt capture, and payroll connections.

3
Processing

Categorizing transactions, reconciling ledgers, and resolving unidentified line items.

4
Reporting

Finalizing monthly financial statements and delivering KPI performance summaries.

5
Review & Advisory

Meeting with leadership to review trends, cash forecasts, and tax planning opportunities.

6
Tax-Ready Close

Seamless handoff to corporate tax preparation with clean, audit-proof year-end files.

Find Your Recommended Service Package

Select your organization type and core needs to see how NMG structures your dedicated back office:

Recommended Solution

All-in-One Accounting, Tax & Payroll

Our most popular managed package. Complete financial operations for established businesses needing books closed on time and complete multi-state compliance.

Onboarding Cadence: Dedicated Account Team Ongoing
★★★★★ Verified Google Reviews (5.0 Rating)

What Business Owners & Clients Say

Trusted by founders, executives, and individuals across the country:

★★★★★

"The Nexus Group has been doing my taxes for a few years now. They have been very professional and knowledgeable with tax planning, filing and financial advice. The team is very responsive and ensure there is no delay in getting back."

HP
Harsha Pereira

Verified Client Review

★★★★★

"NMG Inc has been doing my taxes for few years now. They are dependable, detailed, and have excellent support to answer any question or clarify any doubts. I recommend NMG Inc services to anyone seeking true professionals."

SV
Sanjay Vidyadhar

Verified Client Review

★★★★★

"I’ve had an excellent experience working with Nexus Team! They are professional, responsive, and incredibly knowledgeable. Whether it’s tax planning, filings, or financial advice, they consistently go above and beyond."

VK
Vamsi K

Verified Client Review

Frequently Asked Questions

Answers to Common Questions

Clear, transparent details about our engagement models and services:

Yes, absolutely. In fact, aligning your individual tax filing with your business return (S-Corp, Partnership, or LLC) is the single most effective way to maximize tax savings. It eliminates mismatched K-1 schedules, ensures shareholder compensation is structured properly, and prevents missed deduction opportunities.
We provide full 50-state tax compliance. Following the Wayfair Supreme Court decision, we run regular economic nexus assessments comparing your sales revenue and order counts against state-by-state statutory thresholds. When a threshold is crossed, we register your business, configure your software, and manage ongoing filings seamlessly.
A bookkeeper records historical transactions, reconciles accounts, and compiles financial statements. A Fractional CFO looks forward: analyzing cash runway, building financial models, advising on profitability, leading investor meetings, and guiding pricing strategies. NMG offers both disciplines so you get historical accuracy paired with strategic future vision.
Our accounting team works with all leading platforms including QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, Zoho Books, FreshBooks, NetSuite, and Microsoft Dynamics. We can either migrate your records or work natively in your current setup.
Security is paramount. We use bank-grade 256-bit SSL encrypted client portals for document uploads, multi-factor authentication (MFA), and strict access controls. We never email sensitive tax documents or Social Security numbers insecurely.

Ready for a Dependable Finance & HR Team?

Schedule your free, zero-obligation consultation today. Let our CPAs, tax professionals, and HR specialists handle your back office so you can focus 100% on growing your business.

Call 800-601-7602