Individual
Your time is valuable, so it simply makes
sense to rely on experts to provide you with the professional advice you need to
make sound decisions. That’s where MMKR steps in. We provide a wide variety of
accounting-related services to individuals, and integrate these services with
those of your other advisors, including attorneys, insurance providers, money
managers, bankers, brokers and others—saving you the time and hassle of doing
so. It’s this dedication to first understanding and then meeting your complete
financial needs that holds true in all our activities, and allows MMKR to
provide you with thorough, well-planned services.
This understanding also allows us to
be proactive with our solutions, putting our clients in a position to make the
best long-term decision, not merely one that makes sense only at tax time. This
process is assisted by our ease in availability, which encourages our clients to
keep us regularly informed on matters that impact their financial situation,
such as those associated with business transactions, so we can respond with the
best, most suitable long-term solution. MMKR’s individual solutions can
incorporate the following mixture of services, among many others—all tailored
to your unique situation:
SERVICES PROVIDED
 | Tax and financial planning, including tax
return preparation and review that defers or eliminates as much tax as
possible by utilizing available alternatives |
| Estate planning, including the
establishment of family trusts and ways to minimize the tax implications
when assets are passed to subsequent generations |
| IRS representation in the instances of
audits and tax examination cases |
| Personal financial statement development, useful when clients are
in the process of securing financing for a real estate or business venture,
and also in the development of wills |
| Business valuation, on both an
individual and business level |
| Marriage dissolution, including
assistance in separating assets, transferring property, and understanding
the tax implications and affects of each decision on investment and
retirement accounts
|
| Succession planning for small business
owners, including consultation on buy-outs and passing or selling the
business to family members or other parties |
| Individual and planning integration by developing the overall
accounting standards and tax-related plans at the business level that
consider the needs of and affects on the individual level |
Each MMKR partner offers more than
20 years of experience in providing individuals with these services, so you can
be confident in our abilities to understand your complete financial picture,
offer innovative alternatives, and then implement the most appropriate,
long-term option. These abilities have brought our clients and us success in our
individual services practice, and have helped us develop trusted, long-term
relationships with our clients.
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