Tax Services

Tax Planning

Preparation.  MMA creates a comprehensive tax plan unique to each client. This includes managing organizational and individual tax compliance filings and creating a tax strategy. Our support helps business owners and their families optimize their financial position and assists with complex tax issues.

Comprehensive Support. Taxes are complicated. The MMA team takes the burden away from your business and handles your taxes from start to finish. We work to ensure your tax position is updated as new regulations, credits, or incentives are announced.

Our Tax Services Include:

Developing a Tax Plan
Federal, State & Local Return Preparation
Sales Tax Returns & SALT Studies
Payroll Tax Filings
International Tax Services
Enterprise Zone Tax Credits
Risk Analysis
Succession, Transition & Exit Planning
Individual & Family Tax Services
Estates & Trusts
Philanthropic & Gifting Strategies
Family Wealth Transfer Plans
IRS Communications

Expect More

Proactive Advice. Preparing and filing tax returns should only be part of the role your accountant provides. They should be creating a tax strategy for long-term financial success that ties together your business and personal positions.

Contact Us. We welcome the opportunity to begin a conversation. To start, we can look at the last few years of your tax returns to see if tax credits or incentives were missed. Then, we can discuss your long-term goals and family wealth objectives.