Individual Tax Planning & Preparation

Preparing your own income tax return can be a task that often leaves you with more questions than answers. Today’s tax laws can sometimes be so complicated that filing a fairly simple return can be confusing. Even if you use a computer software program, there is no substitute for the assistance of an experienced tax professional.

With MBE CPAs:

  • Your tax return will be checked to identify potential problems the IRS may look at more closely to limit IRS contacts.
  • If you have a refund due, we can file your tax return electronically so you will get it back quicker.
  • If your refund is large, our staff will show you how to adjust your payroll withholding to get more money back each week instead of loaning it interest free to the government.
  • We will also show you any potential deductions to limit your tax liability for next year.
  • We can assist in taking the fear out of working with the government.

Estate and Trust Tax Preparation

Divorce and Support Issues

IRS Representation

Financial Planning

Estate Planning

Retirement Planning