MRA Associates holistic approach to wealth management includes appropriate consideration of our clients’ tax matters. Without consideration of the complex taxation of your investment and financial strategies you may fail to meet your financial goals. With this in mind, MRA Associates has assembled a highly skilled and experienced group of tax professionals with the specific skills required to meet your needs. We utilize these skills to integrate our client’s financial strategies and recommendations while bringing value through tax planning. Our in-depth client knowledge allows us to anticipate and identify tax effective solutions to attain the following objectives:

  • Integrate tax considerations into your long term cash flow planning and investment strategy
  • Properly plan and structure transactions to minimize your tax burden
  • Increase cash flow by taking advantage of tax laws, credits and incentives in your income tax returns

Combining tax services with investment and wealth management strategies broadens our holistic planning approach.

Our Tax Services include:

  • Tax advice and analysis on client investment strategies
  • Sophisticated tax planning and structuring on business dispositions
  • Tax planning and structuring on major transactions
  • Estate and Gift tax planning
  • Year end and multi-year tax planning
  • Individual tax return compliance
  • Expert tax return compliance for clients business endeavors (partnerships, S Corporations, corporations)
  • IRS and state audit defense