We understand that your tax situation is unique.

In the ever evolving world of tax compliance, we go beyond standard planning and preparation to exceed your expectations and ensure that you have an understanding of your personal tax situation.

Key Closely Held Business Services

  • Business-succession planning
  • Business valuations
  • Buy-Sell Agreements
  • Entity selection
  • Estate and gift tax planning
  • Federal, state and local tax return preparation and planning
  • Monitor on a regular-basis the accounting and compliance matters for family-limited partnerships
  • Planning and implementation for family- limited partnerships
  • Representation before taxing authorities
  • Retirement planning

The advisors at MBAF spend as much time as necessary with each of our clients to develop new strategies and expand business opportunities by minimizing taxes. By helping you interpret your tax perspective as a business owner, we are ensuring that you'll capitalize in ways you never thought possible.

We 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 to deliver our clients piece of mind, so you can keep your concentration on what matters most – your business.