For Individuals

Taxes

From high school students with their first job, to the owners of multiple businesses, Individuals with Foreign Earned Income, and everything in between. We serve a diverse range of clients.

Simply filing your return? We can help. Know you're going to owe the IRS but want to take every deduction you can? Talk to us. Trying to decide if you should sell a property now? We are here for that.

Amendments & Reviews

Did you find out about a tax break you could have taken after your return was filed? No problem! We can amend any year's return even if we didn't file the original return. We also offer review services if you want to ensure your original return was prepared with maximum deductions, whether someone else did the work or you prepared it yourself.

Financial Coaching

We all get in over our head sometimes-let us help you out! Our tax professionals know a thing or two about personal finances.

We can help you:

• Pay down credit card debt

• Adjust tax withholding at work

• Save for your child or grandchild's education

• Save for the down payment on a home

• Prepare to sell a property

• Save for retirement

*We will never sell or recommend a financial product to you. Our goal is to improve the quality of life for our clients! That is why we operate on a fee only structure. We may inform you of the options available, so that you can make an educated decision.

Referrals (for individuals and Businesses)

Often times, you need help in an area we don't specialize in, but you're not quite sure who to ask. We offer referrals in the following areas:

• Legal

• Advertising

• Insurance

• Loans

• Merchant accounts

For Businesses

Business Formation

Not sure how to legally form your business or what sort of legal structure is right for you? Schedule a consulting appointment with us. With our help, you can make an informed decision on how to structure ownership while understanding the tax consequences of your choice. We offer new and growing businesses in the following areas:

• Business registration

• Researching licensing requirements

Business Taxes

We serve all types of businesses including Self-Employment, Non-Profits, Partnerships, S-Corporations and C-Corporations. The tax return is where we tie everything together for the past year, but we can also plan for moving forward.

Bookkeeping

A crucial, but often overlooked service for small businesses, is maintaining accurate accounting records. We started our bookkeeping practice as a way to get our business clients prepared for tax season. 

Why outsource your bookkeeping? If your business is your full time job and you decide to apply for a home loan, a car loan or a student loan, your lender will request financial statements. That is where we come in. We can produce financial statements yearly, quarterly, monthly, or as needed.

Is your business expanding? You may be looking at a business loan or a line of credit, or you may need an audit. Up-to date financial statements will be a crucial part of the process. Working with us will allow you to have those documents ready when the time is needed.

Payroll

For new business owners, what YOU don't know WILL hurt you. Our payroll service is an affordable solution for paying employees, staying compliant, having accessible reports, and other additional resources.

Growing your business

You have the basics down. You have the customers, you have the employees, your bookkeeping is covered and you have filed your taxes. Your only question now is "how do we grow?" Send us an email at mbsctaxes@yahoo.com to schedule a consulting appointment.

Strategies we may suggest:

• Better cash handling/financial management procedures

• Tax deferral strategies

• Asset investment

• Reorganizing legal structure

• Adjusting capital structure

• More aggressive marketing