Tax Planning and Preparation Services

Comprehensive Tax Services

Clients come to us to maximize their income. They don’t want someone who simply fills in the blanks on a tax form. They expect comprehensive tax planning and preparation—and that’s what we deliver.

Beyond yearly tax return preparation, our clients turn to us for ongoing advice and strategic planning to help reduce their state and federal tax burdens.  We take the time and make the effort to understand our clients’ occupations, trades, and business operations and all tax incentives, credits, and deductions available to them. We ask questions and propose actions that will help them take full advantage of possible tax-reduction strategies. And with the passage of the Tax Cuts and Jobs Act of 2017, we also answer our clients’ many questions and help them make the right moves to minimize any new tax burdens and maximize all new tax advantages.

MMW CPA Services:

• Tax planning
• Tax preparation
• Audit representation
• Problem resolution

Our Specialty Expertise:

Individuals – Complexities surrounding investments, business sales, and compensation packages; expatriate taxes; artists and other uncommon occupations; retirement planning; audit representation; tax problem resolution

Businesses – Multistate tax preparation and planning; mergers, acquisitions, and liquidations; business entity selection; sole proprietorship, partnership and corporate tax preparation; payroll tax issues; audit representation; tax controversy responses; compliance reviews; tax agency negotiations

Estate, Gift, and Trust – Family wealth issues; estate planning; fiduciary tax preparation; gift tax preparation; trust and estate tax preparation; multijurisdictional tax planning

Nonprofits – Form 990 preparation; planning and advice