Tax Planning & Tax Consulting Services

Innovative and personalized advise on compliance and long-term planning are critical to the success of your business.  Combine our expertise, experience, analysis, and thorough research with your personal goals to optimize financial opportunities in existing and new tax laws. 

Successful income tax preparation begins with proper tax planning. It is the key to minimizing your tax liability.

Put your tax planning strategies in the trusted hands of partners who know your business.

Our Tax Planning and Consulting Services:

TAX PLANNING AND STRATEGY

Our strategy, combined with our focus on close client relationships, will add long-term value to your business plan. Utilize our expertise to gain insights of projected tax consequences of business decisions and strategize with tax credits for research and development, economic development, and employer benefits.

STATE AND LOCAL TAXATION

Analysis and strategy review will help you address continued tax rate hikes and tax law changes from the States as they navigate budget deficits and local struggles.  We will help you understand State nexus planning and entity structure options as well as State tax credits which may be available to you.

 

FEDERAL TAX COMPLIANCE

Compliance for your business and personal needs.  Our tax professionals at MHA will use their expertise to prepare your income tax filings for Partnerships, S-Corporations, C-Corporations, Trusts, Estates, Homeowner Associations, Employee Benefit Plans and Non-Profit Organizations.

IRS REPRESENTATION

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.

 

ESTATE AND TRUST PLANNING

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Navigating the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries is key to your successful strategy.

ENTITY SELECTION AND RESTRUCTURING

Your business entity selection has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, our experts at MHA can advise you on choosing an entity type and later restructuring if advantageous.

 

FINANCIAL AND RETIREMENT PLANNING

Retirement planning to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, health insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, our team at MHA can help you understand the tax implications for an advantageous after-tax return.

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