"I want you to have the advantage of my years of experience. Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group."
Income Tax Services
Preparing your income tax return for yourself or your company can be an overwhelming task that leaves you with more questions than answers. Even the simplest of returns can be confusing to someone who doesn't study today's ever-changing tax laws. Leaving that task to our team of professionals will give you peace of mind in knowing we'll make absolutely sure you get all the deductions and credits that you are entitled to. We'll take the time to explain everything to you and answer any questions you may have. Good old-fashioned customer service is what our company is all about. Schedule your appointment and see for yourself!
- Complete estate planning and monitoring
- Appropriate document design (wills, trusts, POAs, TODs, living wills, etc.)
- Appropriate insurance design, implementation, and monitoring (Life insurance, long term care insurance, and disability insurance)
- Insurance audits at no charge (determine if coverage is appropriate in both design and cost by comparing current plan to hundreds of competitive plans)
- Trust design and administration (complete trust bank services)
- Charitable giving design and implementation (including high level trust design)