Our Team
Our Services
Helpful Tips
Tax Returns – We don’t just churn out returns based on surface information; we actively pursue tax-planning strategies by taking the time to become familiar with each client’s overall financial picture. We stay abreast of the changes in tax rules so we can use the tax system to maximize tax refunds for individuals and families. For our business clients, we integrate both personal and business information to minimize both their individual and business taxes. Our tax preparers have over 50 years of combined experience in preparing tax returns, including back filing or amended returns, for the following types of clients:
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Tax Problems – We offer a full range of tax services for our clients facing problems with the IRS or state tax departments. Our professionals will represent you and/or your business by:
- Responding to notices from the IRS or state taxation department,
- Interfacing with the IRS or state to establish payment plans for tax balances owed,
- Managing the preparation of documents and negotiations required for an Audit,
- Negotiating an Offer-In-Compromise.
Outsourced Bookkeeping – know how you’re doing, while saving money, time & headaches
We will create and maintain a set of financial records for you. This will include a general ledger and trial balance, and, depending on your business, may also include Accounts Receivable and Accounts Payable journals, inventory and/or job tracking, and fixed asset detail reports. We will provide you with detailed accounting reports (monthly, quarterly, or semi-annually), so that you know your financial results on a timely basis throughout the year.
Payroll – ensure worry-free compliance with payroll reporting
We will process your payroll from scratch, using the information you provide for each payroll period, OR we can review the payroll processed by you. We will provide or review the federal and state payroll reports (bi-weekly, monthly or quarterly as required for your business) and year-end payroll reports (W2s, W3, 940 and state forms). **Note: A 24-hour turnaround is required to process payroll – i.e., payroll source data must be provided at least one full day before you need to cut your payroll checks.
Financial Statement Compilation – appropriate & applicable analysis tools
We will provide you with compiled financial statements, including balance sheets and related statements of income and, when appropriate, cash flows. These financial documents are prepared in a professional manner and include the information that is most useful to you. **Note: If the data provided by a client is incomplete or inaccurate, a Non-Compilation Report will be issued instead of a Compilation Report.
Management Advisory Meetings – “Add On” service providing practical advice you can use
As an “Add On” optional service beyond the basic accounting services, we will meet with you regularly (monthly, quarterly, or semi-annually, depending on your needs) to discuss your financial reports and their implications, with a particular eye on tax planning. We will address your business-related questions and offer any suggestions to improve your systems, profits and cash flow, and therefore the value of your business.
QuickBooks® – “Add On” specialized service for set up, clean up, and / or training
• We will customize a Chart of Accounts for your industry, using account names that will assist you in doing your data entry or in understanding your financial reports.
• If you have been using QuickBooks® and ran into trouble, we will review your QuickBooks® file, compare it to your source documents, and clean up your file so you will have a reliable, accurate set of books.
• We will train you to do your basic bookkeeping entries, such as recording checks and deposits, creating invoices, reconciling bank statements, and creating basic reports to use in analyzing your business status.
Certified QuickBooks ProAdvisors®
Our team includes three Certified QuickBooks ProAdvisors® who have each taken special professional courses to qualify for this designation:
• Nicholas Potocska, CPA,
• James Hartle, CPA,
• Belinda Lupton, BA
If you need help customizing your QuickBooks® or have questions or problems with your QuickBooks® software, please call 
(757) 366-9818 for assistance.
Have you considered buying out a competitor, but weren’t quite sure how to proceed? Or do you need advice or assistance on how to join forces with another business so you can broaden your services and market segment? Nick Potocska, CPA, MBA, and owner of NLP CPAs, has 25 years experience with mergers and acquisitions across a broad range of industries.
Call our office 
(757) 366-9818 (Monday through Friday from 8:30 a.m. to 5:30 p.m.) and ask for an appointment with Nick. He will be glad to meet with you to discuss the mergers and acquisitions on your horizon. The first 45 minutes of any consultation are free of charge.
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