IN THE EVER-EVOLVING WORLD OF TAX COMPLIANCE, MBAF’S INDIVIDUAL TAX SERVICES GO BEYOND BASIC TAX PLANNING AND PREPARATION OF FEDERAL AND STATE TAX RETURNS.

At MBAF, we understand that your individual tax situation is unique. That’s why tax planning and compliance for individuals, family-limited partnerships, and closely held entities is one of the core services we provide. Our tax advisors work with high net worth individuals and their families to design innovative planning techniques that preserve wealth and minimize taxes. Our tax services offer a complete range of tax planning, compliance, and consulting customized to deliver a level of service exceeding all expectations.

The trusted tax advisors at MBAF draw upon the vast resources and knowledge of our firm in areas such as sales tax, state and local taxes, business valuation, international taxation, estate planning, business acquisitions and dispositions. We work closely with each of our clients to develop new opportunities and tax strategies to expand their businesses and minimize taxes. By understanding the tax perspective of high income earners and business owners, we are able to develop a more suitable plan for structuring business transactions to help you capitalize benefits and growth.

Key tax compliance and planning services

  • Business succession planning
  • Business valuations
  • Buy-sell agreements
  • Entity selection
  • Federal, state, and local tax return preparation and planning
  • Family wealth planning
  • Accounting and tax compliance for family-limited partnership and trusts
  • Planning and implementation of family limited partnership and trusts
  • Representation before taxing authorities
  • Retirement planning
  • Private foundations

Our tax expertise is vast and we’d love to put our knowledge to work for you. Don’t hesitate to contact us now.