Tax Strategy & Preparation
Proactive tax guidance
Taxes play a major role in long-term financial success. MPM Advisors Group provides proactive planning and precise preparation to help you reduce liability, optimize income, and plan ahead for key life and retirement milestones—all integrated seamlessly into your overall financial strategy.
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Tax planning that works with your wealth
Our team integrates tax strategy directly into your broader financial picture, helping you stay ahead of changes, avoid surprises, and make more informed decisions.
Personal Tax
Straightforward, proactive guidance to simplify your taxes and strengthen your financial picture. We tailor strategies to your goals and circumstances, helping you minimize liability and make informed decisions year after year.
Annual tax preparation
Year-round tax planning and projections
Retirement and RMD tax strategy
Capital gains and investment tax analysis
Support during major life changes
IRS guidance
Small Business Tax
Clear, efficient tax support for business owners who need reliable planning and accurate preparation. We help you stay ahead of obligations, optimize deductions, and align your business taxes with your long-term goals.
Business tax preparation
Multi-entity coordination
Quarterly tax planning
Deduction and expense optimization
Bookkeeping review for accuracy
Long-term strategic tax planning
Frequently Asked Questions
Answers to the questions we hear most
Yes. We provide year-round tax strategy as well as annual tax preparation to ensure your entire tax picture is integrated and accurate.
We’ll provide a clear checklist, but most clients need W-2s, 1099s, investment statements, deduction details, and prior-year returns.
We look at your full financial picture to identify opportunities for deductions, credits, timing strategies, retirement contributions, and other ways to lower your tax burden.
Yes. We help coordinate tax strategy for individuals, small businesses, and multi-entity structures to ensure everything works together efficiently.
Absolutely. We guide clients on RMDs, Social Security timing, withdrawal strategies, and long-term tax planning for retirement income.
Yes. We assist with IRS notices, questions, and general audit support to help you navigate issues with clarity and confidence.
We recommend taking a year-round approach. Proactive planning often leads to better outcomes than reviewing everything at the end of the year.
Strategies depend on your situation but may include timing of income/expenses, maximizing retirement contributions, capital gains planning, and multi-entity optimization for business owners.
Yes. If you work with other professionals, we’re happy to collaborate to ensure your tax and financial strategies stay aligned.
Past performance does not guarantee future results. All investing involves risk, including the potential loss of principal.
Let’s build your financial future together
Whether you’re looking for investment guidance, tax strategy, or long-term planning, we’re here to help you move forward with clarity and confidence.
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