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More and more, Philadelphia businesses in the Financial Services industry are finding the advantage in outsourcing their bookkeeping and accounting needs. By reducing these demands on your administrative staff, you free them up to support other areas directly related to your clients, your sales, your product, and your business.

At Nelson Tax & Accounting Solutions, Inc., we understand your marketplace and the environment in which your financial services company operates -- from regulatory requirements to local competition. We work with companies across the Philadelphia Financial Services industry to provide practical advice and customized solutions for their businesses.

Our Philadelphia-based team has experience serving a wide range of financial service companies including:
 

  • Hedge fund managers
  • Financial planners
  • Insurance brokers and agents
  • Mortgage brokers
  • Venture capitalists and more
 
To meet the needs of our clients we offer the following services:

  • All tax services -- business, individual, multi-state, etc.
  • Accounting and bookkeeping
  • Strategic tax planning
  • Business entity structuring
  • Budgeting and cash flow projections
  • Litigation support
  • Accounting software -- QuickBooks
  • Debt restructuring

Call us today at 215-473-4353 and ask for Latoya to schedule a mutually convenient appointment.




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Sommer Nelson, EA is a Philadelphia based accounting firm that provides a wide variety of accounting, tax, financial management, QuickBooks, incorporations, and Individuals, Real Estate Accounting, Financial Services Accounting accounting services. Our clients are located throughout Philadelphia in towns like Cheltenham, Drexel Hill, Upper Darby, Melrose Park, Glenside, Penn Valley, Bala-Cynwyd, Merion Station, Wynnewood, Penn Wynn, Bensalem, Havertown, Lansdowne, Yeadon, and more. We also service clients in Philadelphia County, Montgomery County counties.