We’re committed to making life easier. We take an active role in the lives of our clients and are proud to offer accounting and tax services that go above and beyond. When we’re involved in the day-to-day, you’ll have a clear idea of where you are headed. We look forward to becoming your accounting partner on this exciting journey.
HOW WE BEST SERVE OUR CLIENTS
We take the time to understand your unique situation and create a proactive tax plan. Whether you’re an individual or business owner, we can help you stay ahead of the game and keep more of your money.
MBG is the business solution you need to keep your company on track. We provide professional accounting services so that weight’s not on your shoulders.
We provide insight and advisory services to enact positive change within your organization. With our expertise, you can overcome any challenge and reach new heights.
Every business needs a team of key advisors to be successful. As your primary accounting party, it is vital our team has access to each partner to best support your business.
Our clients count on us to provide solutions to critical tax issues and our philosophy is that effective tax management is far more than an annual conversation. For each tax client, we establish a system of active communication so we stay informed about your financial condition and changes which may affect your tax situation. We want to make sure you fully understand and can appropriately plan for the tax consequences resulting from financial decisions.
We are highly specialized in serving privately-held businesses and possess the expertise to manage all types of corporate and partnership tax matters, including entities with complex, consolidated, industry-specific, multi-state and international tax considerations. Our team of seasoned and progressive professionals will develop for you a tax strategy that is as unique as your business and tailored to your risk tolerance.
When you reach certain stages of your business or your life, we re-evaluate existing tax positions, explore new options and ensure your plan is consistent with your business and personal goals. We are continuously monitoring legislative changes so your tax plan is always focused on maximizing wealth and protecting and accumulating assets.
The ultimate goal of our clients is to preserve the income they earn which is why we take the time to research and formulate tax positions and minimization strategies in conjunction with scheduled planning sessions. We know that strategies centered on investments, children, education and retirement can significantly reduce your personal income tax liability and we also recognize that individual tax situations do not exist within a vacuum, which is why we view each tax client and their related entities and individuals as separate pieces and as well as a combined unit so that we devise the most effective and comprehensive solutions.
At the onset of a new venture, one of the most critical decisions is selecting an entity that is appropriate and advantageous from both a tax and legal perspective. We will provide you with the tax advice you need to get your entity set up correctly as well as work directly with your attorney so that formation and related equity agreements are structured properly.
We will work tirelessly to improve your tax position and find opportunities to reduce your tax obligation through by discussing and addressing State and Local, International, Estate and Property tax. We will also spearhead any communications with the IRS or State agencies either during an audit or as a result of notices or correspondence.
We find too often that business owners are focusing valuable time on accounting instead of growing core business operations or, even worse, pushing financial management to the back burner. We provide the accounting solutions you need to get back on track and keep things current. Our accounting solutions are flexible, scalable and customized to fit your exact needs. As your operations or staff expands, we adjust the nature and the level of our services so that we are growing and changing in unison. We function as an extension of your business to provide you with a comprehensive range of accounting talent, experience and services. We’ll do it all or we’ll provide you with the advice you need so you can get it done right.
We advocate the progressive use of technology to drive project efficiency and we seek out and use cutting-edge software that allows us to minimize data entry and collaboratively share information. The protection, transparency and availability of your financial data is paramount which is why we store data files on remote secure server that are backed up every night and accessible by you through a client portal anywhere and at any time.
Our top-notch professionals are the key ingredient to your success and because you are sharing resources in an outsourced model the economic value you receive is magnified in many ways: eliminating employer tax and benefit costs, reducing personnel issues and training time, minimizing office expenses, improving business continuity, accessing creative and objective solutions, developing internal controls, creating and implementing policies and procedures, and using licensed and bonded professionals. Our goal is to help you to build the most economically efficient and robust financial management and reporting system possible….an infrastructure that provides you with the information you need when you need it.
Our full outsourced engagements typically include all routine, monthly, quarterly and annual tasks outlined below. If you are seeking to complement existing staffing resources, we will design a monthly or quarterly service plan specifically suited to your needs and your budget.
We embrace our responsibilities to our profession and to our clients and truly desire to be a valuable resource. We champion communication and guarantee that our clients will receive personalized, positive and responsive service.
