Indivdual Tax Planning

Our tax planning services will allow you to look ahead and evaluate possibilities for reducing tax bills this year and for years to come for both you and your family. We have Certified Tax Coaches on our team to help create and implement advanced tax reduction strategies to significantly impact your financial future.

Stop Paying Too Much In Taxes

It’s very common for us to uncover missed tax savings opportunities and 99% of the time is because there was no proactive planning performed. We know that tax planning equals tax savings and that’s why we’ve created individual services packages so you are informed about what we can do to help you and that you get signed up for the services that will be of the greatest value.

What is Tax Planning?

In short, the main goal of tax planning is to maximize tax efficiency through reducing your overall tax liability. Implementing a tax planning strategy can be helpful and beneficial in a variety of ways to individuals as well as businesses. These strategies are a piece of a larger financial plan, and help navigate the tax implications of major decisions—whether they be personal or professional.

Individual tax planning

Individual tax preparation

Aligning Tax Planning & Financial Planning

Individual Tax Planning

Tax planning is essential for high net-worth individuals and families who believe preserving and protecting their hard-earned money should always be a priority. There are many routes and strategies individuals can take advantage of when it comes to tax planning.

Retirement accounts
Trusts
Estate planning

Our tax planning CPAs focus on strategies centered around reducing annual income tax liabilities, preserving and protecting generational wealth, minimizing taxation of investments, transferring wealth efficiently to heirs, saving for education and boosting retirement savings. Our goal is for you to retain every possible dollar in your pocket while balancing complexity, financial priorities and costs to maintain the strategies.

Individual Tax Preparation

We focus on helping to minimize the stress and anxiety that most individuals associate with tax time. Our professionals take all necessary time to help you to understand your return and we strive to proactively communicate when information is missing, taxes are due or when something unexpected pops up.

MB Group uses DocuSign to facilitate the signing of engagement letters, organizers and e-filing authorization forms so that these task are simple and can be completed from your phone.

Aligning Tax Planning & Financial Planning

The right tax planning is a team effort. We work with your financial advisor, estate planning attorney and other key advisors to ensure that our strategies match up well against all of your goals so we can reduce taxes both now and in the future.

Helpful Resources & Articles

4 Tax Planning Tips for Physicians You Should Be Using Today

Tax Planning Strategies For Your Retirement

What Is Tax Planning?

Jason K. Burress

2022-04-21

I feel very well cared for by Susan Bryant and her team since moving my business over to MB Group. I'm impressed by the amount of personnel with varying skillsets and expertise they have deployed for my account. I also feel they have my interests in mind and Susan appears very well organized.

Edwin Hernandez

2021-12-20

I first started using the MB Group at my prior company around 2008. I became used to the great professional service and most of all, the impressive competence of their team. When I started my current company, I never gave consideration to any other firm as I have 100% confidence and assurance all of my company's need would be met to my satisfaction. I value the relationship and ever so glad to have zero concerns over this important function of my business, and I owe it all to the great team at The MB Group. Edwin Hernandez Lukare Medical, LLC

M P

I cannot say enough about the firm and Janet Haston and everyone on staff. They are so attentive and responsive. They go out of their way to answer my questions and bend over backwards to make themselves available. I have complete trust their advice and they have always educated me in the process. Anytime anyone asks me for a referral, I don't hesitate to refer the MB Group. I am a client for life. I even sent my mother to them!

Cheryl Massey

2021-12-17

My over a decade relationship as a client with MB Group, LLC has always been pleasant, efficient, and highly successful. They have always understood my needs and I can't imagine working with another company.

Mike Haynes

2021-12-16

We have used The MB Group for both accounting services and corporate & individual tax services for several years now. The entire group is professional and very responsive. They are a true, valued partner. They have been critical to the success of our business.

Garrett Voegeli

Y’all are great! I really appreciate your approach on tax planning and accounting. You have been a huge asset to my business. I would highly reccomend.

Indivdual Tax Planning

Stop Paying Too Much In Taxes

What is Tax Planning?

Individual Tax Planning

Individual Tax Preparation

Aligning Tax Planning & Financial Planning

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