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.

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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 Tax (SALT)

• 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

I’m a CPA myself, so I value technical competence at a very high level. MFA’s professionals have shown that they can handle any curveballs I throw at them – whether it’s an IRS audit or a complex accounting treatment or a business process issue. I’ve worked with a number of large, national accounting firms over the years, and MFA continually proves they stand shoulder-to-shoulder with them.

Theodore Les, CFO, Salary.com, LLC

Our investors are looking to secure a financial advantage for their future, which makes tax preparation so material to our success. MFA appreciates the importance of that work and has collaborated closely with us to design an accurate, timely and transparent tax process that enables us to maintain successful relationships with our investors.

Matt Frazier, Founder/CEO, Jones Street

As a software company, it’s critical that we have a handle on our tax exposure in states across the country. Fortunately, we’ve found a great partner in MFA. From setting up state registrations to conducting customer outreach on our behalf, we rely on them to provide a complete assessment of our exposure and ongoing support and compliance to minimize future risk. They are responsive to my questions, give thoughtful advice, and ultimately leave me with complete confidence that we’re doing what we’re supposed to do. I can’t ask for better service than what I get from MFA.

Shawn Burke, VP Finance, RStudio, PBC

I’ve worked with MFA for many years while at many different companies, and they always prove their worth. Whether it’s their Audit, Tax or any other team, I know they’ll be responsive to my needs, keep up with legislative changes that impact my business, and talk me through various considerations and points of view. They are always strong in their positions and comprehensive in their guidance.

Steve Bell, CFO, Liteboxer Technologies, Inc.

They not only helped with our financial statement audit and recommended great tax strategies, but they also dug into things like our company structure, employment arrangements, system and software needs, etc. And all along the way, they continually came up with ideas and solutions we had never even considered. Working with MFA has been such a great partnership. It’s obvious they really care about us and our business. They are extremely responsive, personable and passionate about what they do – helping business owners like me.

Chad Fitton, Co-Owner, TG3 Enterprises, Inc.

As business owner, I tend to get engrossed in the day-to-day and planning for the future often takes a backseat. But through my partnership with The MFA Companies, I now have a team on my side, looking at my business from a 3, 5, and 7-year horizon. They’ve got broad expertise and have brought many innovative ideas to the table. They aren’t just doing my taxes, they’ve got their eyes on my future and are constantly looking for opportunities to reduce my tax liability, improve profitability and stimulate growth. Relationships are hugely important to me and at the end of the day, I know I can trust the team at MFA. They’re proactive – always checking in on me and my business – that gives me confidence and puts me at ease. MFA is a great firm.

David Lanci, President & CEO, NexDine LLC

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

Katie Rucinski

As a Member of the Firm’s Pass-Through Entities Tax Practice, Katie advises MFA’s customers on a wide variety of tax-related matters including credits and incentives…

Sho Zaman

Sho has nearly 10 years of tax compliance experience and provides planning and advisory services to MFA’s high-net-worth individual, family, trust and estate customers. Sho…

Theresa Farrell

Theresa is a Member of MFA’s Individual & Family Tax Practice through which she advises the Firm’s high-net-worth customers on personal tax-related matters. In particular,…

Laura Klemmer

With more than 10 years of state and local taxation experience, Laura consults with enterprise customers to address sales and use tax, multi-state income tax,…

Azeem Suhaimi

As a member of MFA’s Tax Support Team, Azeem’s role is centered on working strategically with the Firm’s tax practitioners and Customer Service Ambassadors to…

John Antonelli II

As a leader in MFA’s Pass-through Entities Tax Practice, John specializes in closely held business and pass-through entity taxation, including developing intelligent strategies for executive…

Jerry Mahan

Jerry is a leader in the Firm’s Individual & Family Tax Practice, assisting individuals and families to address their most complex financial challenges as they…

Jeff Arsenault

Jeff leads MFA’s Individual & Family Tax Practice, where he focuses on providing tax advisory and regulatory oversight to MFA’s high-net-worth individuals and families, particularly…

Quynh Nguyen

A graduate of Northeastern University – where she earned her Bachelor’s Degree in Finance and Accounting Management and her Master’s Degree in Accounting – Quynh…

Emily Robinson

An Intern within MFA’s Business Tax Practice, Emily brings a careful eye for detail and strong organizational skills to the team. Supporting her colleagues with…

Nicole DiMuro

As a member of MFA's Tax Support Team, Nicole works with tax practitioners across the Firm to facilitate customer engagements in accordance with federal and…

Molly Pfordresher

Molly is an Intern in MFA’s Business Tax Practice. From document management to tax return preparation, Molly provides administrative support to the Firm’s tax professionals…

Cora Wong

Cora’s expertise centers on helping customers uncover and mitigate their state and local tax exposures. As a trusted member of MFA’s State & Local Tax…

Amos Kagunda

A member of the Firm’s Pass-Through Tax Practice, Amos works collaboratively with MFA’s business customers to ensure they meet changing tax compliance requirements and build…

Ryan Clancey

Ryan is a member of the Firm’s State & Local Tax Practice and assists customers in solving challenges associated with the continually evolving state tax…

Dagmar Borys

With more than 15 years of public accounting experience, Dagmar partners with MFA’s business customers to address their tax planning, compliance and consulting needs. As…

Brayleni Castillo

Brayleni is an Analyst in MFA’s Corporate Tax Practice, and as such, she supports the Firm’s business customers with tax preparation, compliance and proactive planning.…

Yen Mac

Yen prepares federal and state tax returns and conducts business tax advisory services for partnerships, S corporations and other entities as a member of MFA’s…

Courtney Monteleone

Courtney works with MFA’s customers to fulfill their individual & family tax needs. Specifically, Courtney’s expertise is centered on tax planning and advisement for high-net-worth individuals, estates, family…

Erin Santossio

Since 2007, Erin has leveraged her corporate tax expertise to support MFA’s customers in solving the challenging tax problems that keep them up at night.…

Theary Phat

As a member of MFA’s Corporate Tax Practice, Theary works closely with the Firm’s corporate customers to address tax compliance issues and reporting requirements as…

Kevin Chen

As a member of MFA’s Corporate Tax Practice, Kevin delivers a wide range of complex tax planning, compliance and consulting services with a strategic eye…

Mark Collins

Mark provides administrative support to MFA’s Individual & Family Tax Practice, facilitating tax return preparation and overall engagements with the Firm’s high-net-worth individual and family…

Kaarina Lopez

Based in MFA’s Montreal office, Kaarina’s responsibilities include tax return preparation as well as administrative and customer service support as a member of MFA’s Pass-Through…

Renu Motiani

Renu has more than 15 years of accounting experience with expertise across both the tax and audit disciplines. As a member of MFA’s Pass-Through Entities…

Carla Mattsson

As a Director in MFA’s Pass-Through Entities Tax Practice, Carla consults with business customers to address ongoing compliance matters and develop strategic roadmaps to maximize…

Pam Nadeau

Pam brings more than 15 years of tax preparation experience to her role in MFA’s Individual & Family Tax Practice, with notable expertise in the…

Kamlesh Dadlani

Kamlesh has more than 15 years of experience in both public accounting and private industry and, as a member of MFA’s Corporate Tax Practice, advises…

Daniel Sogolow

Serving as a trusted tax advisor, Dan is a member of MFA’s Pass-Through Entities Tax Practice and works with customers to reduce their tax compliance…

Andre Mayer

Andre is a seasoned member of MFA’s Corporate Tax Practice and works primarily with startup and technology companies to ensure they minimize their tax exposures…

Jeremy Roy

As a manager in MFA’s Individual & Family Tax Practice, Jeremy is responsible for collaborating with the Firm’s high-net-worth customers to develop strategies that fuel effective personal tax planning…

Russell Stockton

As a member of MFA’s Individual & Family Tax Practice, Rus engages with customers to apply a strategic and long-term approach to their individual tax…

Pietro Firmani

Pietro advises MFA’s high-net-worth individual customers with regard to their personal tax compliance and helps them to navigate changes in today’s ever-evolving tax landscape. Pietro…

Timothy Lynch

Based in MFA’s Montreal office, Tim is a member of MFA’s Corporate Tax Practice and spends his time helping businesses meet their tax compliance objectives.…

Margarita Alekseyenko

While attending Suffolk University in pursuit of her Bachelor’s Degree in Business Administration, Margarita is interning with MFA’s Corporate Tax Practice, supporting tax return preparation,…

Danielle Farley

Danielle brings more than 15 years of tax compliance and consulting experience to her role within MFA’s Individual & Family Tax Practice and is highly…

Quiana Rodriguez

Quiana’s responsibilities as a member of MFA’s Tax Team include tax compliance and consulting with the Firm’s individual, family and trust customers. She is also…

Kaitlyn Papsedero

Katie provides federal tax compliance and planning services to partnerships, S corporations and other pass-through entities across the U.S. as a member of MFA’s Pass-Through…

Keith Henshaw

Keith leads MFA's Tax Operations Team and is responsible for ensuring collaboration amongst internal teams to support the streamlining of customer deliverables, operational workflows and…

Christopher Corneroli

Chris has more than 20 years of tax and accounting experience, which he uses to advise MFA’s high-net-worth customers as part of the Firm’s Individual…

Dominick Curtiss

As a member of MFA’s Corporate Tax Practice, Dominick lends a hand to the Firm’s engagement team members, providing document management, administrative and customer service…

Sean Zaloum

As part of his role within MFA’s Corporate Tax Practice, Sean prepares corporate tax returns and provides strategic business tax planning and advisory services to…

Rosanna DiFilippo

Rosanna has more than 20 years of experience and is a leader in MFA’s Corporate Tax Practice. She delivers tax consulting and compliance services to…

Lauren Zebniak Hannafin

In her role within MFA’s State & Local Tax Practice, Lauren provides sales/use tax consulting services to support the financial vitality of privately held and…

George Savitskiy

George brings more than 10 years of accounting and finance experience to MFA’s Pass-Through Entities Tax Practice. He relies on building strong customer relationships in…

Kelly Gao

As a member of MFA’s Pass-Through Entities Tax Practice, Kelly works primarily with the Firm’s partnership and S corporation customers to address their tax compliance…

Shannan Gilmartin Cuddy

Shannan leads MFA’s State & Local Tax Practice and is instrumental in helping address the state and local tax issues of businesses of all sizes…

Taylor Murphy

Taylor assists with preparing complex tax returns for partnerships and pass-through entities as well as supporting other tax compliance and planning priorities as an Analyst…

Chad Bockus

Chad is an Analyst in MFA’s Pass-through Entities Tax Practice, leveraging his knowledge of partnership taxation to support efficient engagements. Chad is a graduate of…

Benjamin Vanlandingham

In working with MFA’s high-net-worth individual and family customers, Ben strives not only to help them meet their ongoing tax compliance needs but to design…

Luciana Reis

Luciana is a member of MFA’s Individual & Family Tax Practice. With notable experience in both financial planning and customer relationship management, Luciana draws on her…

Guilherme Desouza

Gilly is a member of MFA’s Tax Support Team and works alongside members of the Firm’s Corporate Tax Practice to gather and prepare documentation in…

Mamta Chowdhary

Within MFA’s Individual & Family Tax Practice, Mamta works closely with the Firm’s high-net-worth individual customers to design long-term solutions that meet their tax compliance…

Christopher Johnson

Chris is a member of MFA’s Tax Practice and collaborates with team members on the preparation of various corporate, partnership and individual tax returns. On…

Alex Zhu

A member of MFA’s Pass-through Entities Tax Practice, Alex is responsible for supporting the tax planning, compliance and consulting initiatives of the Firm’s partnership and…

Joel DeVelis

As a Member of MFA’s Corporate Tax Practice, Joel prepares complex tax returns and liaises with the Firm’s corporate customers across the U.S. Joel earned…

Lianna Derr

Interning within MFA’s Individual & Family Tax Practice, Lianna supports the tax return preparation process and provides administratve support to the engagement team. She is…

Wuyang Ji

With notable experience working with international customers, Wu brings considerable value to MFA’s Pass-Through Entity Tax Practice. Fluent in both English and Mandarin, Wu enjoys…

Meet Our Tax Team

MFA Customer Story: Jones Street

A growing real estate investment firm, Jones Street relies on MFA for sophisticated tax planning and analysis to drive efficiency and improved investor relations — through a collaborative process that addresses the pressures both sides are under and the expectations each has for future success.

See full case study