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Tax Planning and Prep

Paying Less Tax, Expertise, Peace of Mind, & Trust

These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership; our partners and staff tailor to your situation and accommodate your needs for tax planning and preparation throughout the year.

At MFI we make the tax process as convenient and pain-free as possible, we offer all our clients a secure online account on our web site where tax documents can be reviewed and electronically housed. You have 24/7 access to all your financial information via your personal secure online account to store and upload new information at anytime. Tax services offered but are not limited to:

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs/LP
  • Non-for-profit organizations
  • Employee benefit plans
  • Estates, trusts & gift tax returns

Download Tax Services Fact Sheet

Important Information for Filing Your 2018 Taxes

Prior to engaging with our team of accountants, we have developed some checklists and forms that will help guide you and our team through gathering the information needed to file your 2018 taxes. You can find these documents on our Client Forms Page along with forms from 2017 and years past.

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