Tax Planning & Compliance

Whether you’re a business or individual, at the crux of your financial vitality is strategically minimizing your tax burden and preserving capital for both your business and family. At MFA, we go beyond basic tax planning and preparation of federal and state tax returns and help our customers put into play strategies that extract the most value for their business and support the growth and preservation of their personal wealth.

We take a long-term approach to tax planning, collaborating with customers to help them make smart decisions and ultimately achieve a success that aligns with both their business and personal objectives.

 

Tax Compliance & Consulting Services for Businesses & Individuals
Our sophisticated tax professionals work in partnership with customers at both the individual and business level to help them meet changing tax compliance obligations but, more importantly, proactively consider strategies that optimize their tax positions, all with an eye toward increasing economic profit.
Business Tax
• Business Tax
• C-Corporation Taxation
• Pass-Through Entity Taxation
• Choice of Entity Determination & Conversion
• NOL Preservation
• R&D Activity & Credit Optimization
• S-Corporation Qualification & Election
• Allocation of Partnership Income
• ASC 740 Tax Provisions
• Mergers, Acquisitions & Divisions
• Property Taxation
• Technical Accounting Support
Individual & Family Tax
• Trusts & Beneficiaries
• Investors & Investments
• Capital Gains Transactions
• Estates & Estate Trusts
• Multi-Generational Asset Transfers
• Executives & Equity-Based Compensation Plans
• Retirement Plan Assets
• Legacy Planning & Estate Taxes
• Charitable Trusts
• Multi-State Taxation
• State & Local Income Tax Planning
• Multi-State Taxation
• Sales Tax Compliance
• Nexus Compliance & Planning
• Payroll Tax Consulting
• Federal and State Audit Defense
International Tax
• Tax on Foreign Sales
• Foreign Losses
• Dividends & Foreign Tax Credits
• Transfer Pricing
• Entity Selection & Structuring
• Compliance & Reporting
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What MFA’s Tax Planning And Compliance Services Can Do For You

  • For businesses, limit tax exposures that often negatively impact profitability, cash flow and shareholder return
  • For businesses that operate across state and international boundaries, minimize risk associated with multijurisdictional tax issues and create practical strategies to lessen complications and produce ultimate tax savings
  • For businesses, specifically pass-through entities and their owners, navigate the complex rules at hand and identify the most advantageous ways to report pass-through income or losses in light of income from other sources
  • For businesses and individuals, explore proactive tax planning ideas that extract the most value for your business and/or personal financial well-being
  • For individuals, minimize the amount of taxes you pay over time and reduce impediments to wealth accumulation with careful and intelligent long-term tax planning
  • For individuals, proactively guide you in the accumulation of assets over your lifetime in the most tax-efficient manner

 

Let’s Connect

We’d love to help you solve your tax planning challenges and design a long-term tax strategy that meets your unique needs.


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