Our Services

clear guidance,
Choose the support that fits your next step.

From tax filing and bookkeeping to nonprofit compliance, business setup, credit education, and advisory support, NMW Financial Group helps you stay organized, prepared, and confident year-round.

Schedule Your Consultation
01

Core service

Tax Preparation

Stress less during tax season with personal and business tax preparation support. We help individuals, entrepreneurs, small business owners, and nonprofit leaders organize their documents, understand the process, and file with accuracy and care.

Whether you're filing as an individual, a sole proprietor, an LLC, a small business, or a nonprofit, we'll walk you through the process and make sure your return is filed accurately and on time.

Schedule a Tax Consultation

What's included

  • Personal tax return preparation
  • Business tax return preparation
  • Document review and organization
  • Clear filing guidance
  • Year-round questions welcome
02

Year-round guidance

Tax Strategy & Business Advisory

Go beyond tax filing with tax-focused guidance designed to help individuals and business owners understand deductions, estimated taxes, compliance, recordkeeping, and planning opportunities while building a stronger financial foundation.

We work alongside you throughout the year so tax decisions feel less reactive and more intentional, with guidance grounded in your real numbers and goals.

Explore Tax Strategy

What's included

  • Year-round tax guidance
  • Deduction and recordkeeping education
  • Estimated tax planning support
  • Business advisory conversations
  • Compliance reminders
  • Tax-focused planning opportunity review
Important note: Important note: NMW Financial Group provides tax-focused strategy, bookkeeping guidance, compliance support, and business advisory services. We do not provide investment advisory services, portfolio management, wealth management, or cryptocurrency investment strategy. Tax strategy and advisory services are educational and planning-focused, and we do not guarantee tax savings or specific financial outcomes.
03

Core service

Monthly Bookkeeping & Sales Tax Support

Monthly bookkeeping support designed to help business owners stay organized, tax-ready, and compliant. Includes transaction categorization, monthly reporting, sales tax filing support, and financial organization assistance.

We help small business owners and nonprofit leaders keep their books clean and current so decisions feel grounded and tax season feels manageable.

Start Bookkeeping Support

What's included

  • Monthly transaction categorization
  • Bank and card reconciliation
  • Monthly financial reports
  • Sales tax filing support
  • Tax-season-ready books
  • Financial organization assistance
04

Foundational support

Business Formation & Compliance Guidance

Assistance with LLC formation, EIN registration, business startup guidance, and foundational compliance support for entrepreneurs looking to structure their business properly from the start.

From entity selection to filing the right paperwork, we make business formation simple and approachable for new and growing entrepreneurs.

Start Business Formation

What's included

  • LLC formation guidance
  • EIN registration support
  • Business startup checklist
  • Basic compliance guidance
  • Recordkeeping setup guidance
  • Clear next-step support
05

For nonprofit leaders

Nonprofit Compliance Support

Support for nonprofit leaders needing assistance with nonprofit organization setup, annual filing requirements, compliance guidance, bookkeeping organization, and IRS nonprofit filing support.

Nonprofit work has its own rhythm and requirements. We help leaders stay organized and prepared so the mission stays the focus.

Get Nonprofit Support

What's included

  • Nonprofit setup guidance
  • Annual filing support
  • IRS nonprofit filing support
  • Bookkeeping organization
  • Compliance reminders
  • Financial recordkeeping guidance
06

Education-focused service

Credit Education & Financial Readiness

Your credit is part of your financial foundation. This education-focused service helps you understand your credit report, build healthier credit habits, and prepare for personal or business financial opportunities with more confidence.

We focus on education and organization so you can make personal and business financial decisions feeling more informed and prepared.

Learn About Credit Education

What's included

  • Credit report education
  • Guidance on how to read and understand credit reports
  • Education on payment history, utilization, inquiries, and account mix
  • Personal credit readiness support
  • Business funding readiness education
  • Simple action steps to build stronger financial habits
Important note: NMW Financial Group provides credit education and financial readiness guidance. We do not guarantee credit score increases, loan approvals, or the removal of accurate information from credit reports.
07

Supporting service

Funding Guidance

Get support preparing your business documents and financials so you can better understand your funding options and feel more prepared as you explore them. We do not guarantee approval or any specific funding outcome.

We focus on helping you become funding-ready by organizing your financials and walking you through what lenders typically look for.

Schedule a Funding Readiness Call

What's included

  • Funding readiness review
  • Document preparation support
  • Lender-ready financials
  • Personalized preparation strategy
  • Education on common funding paths
  • Clear next steps before applying
08

Supporting service

Notary Services

Professional notary support for legal, business, and personal documents handled with accuracy, care, and respect for your time.

We make notary appointments simple, professional, and stress-free so you can take care of important documents with confidence.

Schedule a Notary Appointment

What's included

  • Convenient scheduling
  • Accuracy guaranteed
  • Professional, friendly support
  • Walk-through guidance for documents
  • Business and personal documents
  • Clear, upfront pricing
09

Featured · Through LegalShield

Business Legal Protection

Through LegalShield, business owners can access legal support for common business questions, contracts, document review, and everyday business protection needs.

Running a business comes with questions, paperwork, contracts, and decisions that may require legal support. LegalShield helps make legal guidance more affordable and easier to reach.

Learn About LegalShield

What's included

  • Access to LegalShield business legal plans
  • Support for business legal questions
  • Contract and document review options
  • Legal consultation access through participating provider law firms
  • Helpful protection for everyday business decisions
  • Peace of mind as your business grows
Important note: NMW Financial Group is not a law firm and does not provide legal advice. Legal services are provided through LegalShield and its participating provider law firms.

My approach

your next step,

Simple steps. Clear guidance. No judgment.

Whether you need help with taxes, bookkeeping, credit education, funding readiness, or business setup, my goal is to make the process feel clear and manageable. We start by understanding where you are, what you need, and what feels overwhelming. Then we create a plan that helps you move forward with more confidence.

  1. 01

    Tell Me What's Going On

    We start with a consultation so I can understand your business, your goals, and the support you need most.

  2. 02

    Get a Clear Plan

    You'll receive guidance on the best next steps, what documents are needed, and which service fits your situation.

  3. 03

    Move Forward With Support

    Once we begin, you'll have clear communication, organized next steps, and support designed to help you feel more prepared.

Who we work best with

This is for you if...

NMW Financial Group is a good fit for business owners, professionals, and nonprofit leaders who want clear guidance, organized finances, and support they can trust.

  • You want someone to explain your finances in plain language.

  • You're ready to stop waiting until the last minute to handle taxes and books.

  • You want to feel more organized before applying for funding or making big business decisions.

  • You value clear communication, professional support, and honest guidance.

  • You're building a business and want your financial foundation to match your goals.

Not sure where to start? That's okay. We'll help you choose the service that makes the most sense for your next step.
Find My Next Step

Client experiences

Real feedback from clients.

NMW Financial Group is grateful for the clients who trust us with their tax preparation, financial questions, and business support.

5.0Google rating based on 8 reviews

Natasha is the best tax preparer in the world. She is professional and has great communication. I recommend her to everyone. She always gets me the best quotes and best numbers.

Iesha Robinson

Google Review

If you are looking for a professional, hardworking, kind-hearted person to trust with your finances, I recommend this group! The dedication is like none other I've seen! Fantastic.

Tiff Tiff

Google Review

Awesome service and gives great information to make everything go smoothly.

specialdiva04

Google Review

FAQ

quick answers,

Common questions, organized by service.

Find quick answers based on the type of support you're looking for.

Ready to get support and finally feel clear about your next step?

Whether you need help with tax preparation, bookkeeping, credit education, funding readiness, business formation, notary support, or business legal protection, NMW Financial Group is here to help you move forward with confidence.

Schedule Your Consultation
Schedule Consultation