Tax Return Compliance

Your tax compliance should be more than a “fill-in-the-box” exercise.  At MJM Financial Advisors, LLC, it is an important part of strategic planning to maximize your tax advantages and meet your financial goals.

You will take advantage of tax savings and stay in compliance, when you leverage MJM’s technical proficiency. When tax opportunities affecting your tax position are identified, we bring them to your attention, offer options, and help you make wise decisions. Our compliance service recognizes and plans for taxation’s impact on your business, family, and your personal financial situation, including your succession, retirement, and estate planning.

We can assist you with any and all aspects of tax compliance and return preparation.

Services

  • Individual returns
  • Corporate federal returns (subchapter S and C entities)
  • Partnership, limited partnership, family limited partnership, LLC, and LLP returns, including special allocations
  • Federal and state estate, gift and trust returns
  • Multi-state and local tax filings
  • Organizing tax records
  • Audit controversy representation before the IRS and state authorities
  • Development of federal, state and local estimated tax payments

Read more about tax planning and compliance services: