In the ever-evolving world of tax compliance, MBAF's services go beyond basic-tax planning and preparation of federal and state tax returns.

At MBAF, we understand that your individual tax situation is unique. That's why tax planning and compliance for individuals, family-limited partnerships, and closely held entities is one of the core services provided by our Private Wealth Services Group. Our tax practice offers a complete range of tax planning, compliance, and consulting services customized to deliver a level of service exceeding all expectations.

Key Tax Compliance and Consulting Services

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

The trusted advisors at MBAF draw upon the vast resources and knowledge of our firm in such areas as sales tax, state and local taxes, business valuation, international taxation, family wealth planning, business acquisitions and dispositions. We 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 a more suitable plan for structuring business transactions and help you capitalize for maximum benefits and growth.