PLATINUM
- Premium advisory service includes a free comprehensive review, unlimited email/phone support, and monthly check-in meetings.
*annual subscription required
Our experienced advisors provide guidance on business and personal finance, rental real estate, tax, and estate planning. We offer a thorough financial review using over 60 strategies to save you money and optimize your finances. Our services include tax advice, estate planning, entity structure, real estate tips, and more. We offer clear, personalized guidance and create a personalized action plan for your financial success.
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The accounting professionals at Management Accounting stand ready to help you with your accounting needs. We prepare hundreds of tax returns annually and also provide bookkeeping and CFO-for-hire services. We focus on small business and real estate tax returns because that’s who we are.