Do-it-yourself, computer-based tax programs are designed for average, run-of-the-mill tax preparation. But your goals are not average, and you won’t find the best options for your tax challenges in a one-size-fits-all box. 

At MMB, we’ll work with you, one-on-one, to assess your current tax situation, plan for your future and resolve any ongoing tax-related issues. Our tax experts will search for allowable deductions and exceptions, and will let you know how pending changes to the tax laws will affect you, now and down the road. We’ll help you plan for key financial concerns, such as retirement, college savings, healthcare and gifting, as well as complex financial issues, like divorce, business transfers and estate planning. And, should the need arise, we’ll communicate with the IRS and state tax authorities on your behalf, working to obtain the best tax outcome possible.

It’s the personalized service we’re known for, and the kind you won’t get out of a box.