Printer Friendly VersionTax Planning and Compliance for Individuals and Closely Held Entities
Tax planning and compliance for individuas, family limited partnerships and closely held entities is one of the core services provided by our tax specialists in the Private Wealth Services Group. At MBAF, we understand that your individual tax situation is unique. In the evolving world of tax compliance, these services exceed the basic tax planning and preparation of federal and state tax returns. Our tax practice offers a complete range of tax planning, compliance and consulting services customized to deliver a level of service exceeding all expectations.
Our professionals work closely with each of our clients to develop new opportunities and tax strategies to expand their businesses and minimize taxes. By understanding the tax perspective of a business owner, we are able to develop an advanced plan for structuring business transactions to capitalize on personal situations.
Our dedicated professionals draw upon the vast resources and knowledge of the MBAF organization in such areas as sales tax, state and local taxes, business valuation, international taxation, family wealth planning, business acquisitions and dispositions.
Our tax compliance and consulting services include:
- Business succession planning
- Business valuations
- Buy-Sell Agreements
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Entity selection
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Federal, state and local tax return preparation and planning
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Monitor on a regular-basis the accounting and compliance matters for family limited partnership
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Planning and implementation for family limited partnership
- Representation before taxing authorities
- Retirement planning
MBAF is independently ranked as one of the top 40 public accounting and consulting firms in the nation and as the largest Florida-based in the state.
MBAF's hallmark is the hands-on approach to service of its professional team of CPAs and consultants based on their ample business experience, broad industry knowledge and latest technical expertise.
MBAF provides a full range of services in audit, tax & accounting, litigation support & business valuation, and technology consulting .
Clients served include private and public corporate entities, entrepreneurs, nonprofit organizations and wealthy individuals and families.
