Planning is the key to creating desirable tax situations.

At MMB, we specialize in helping you plan proactively to maximize your tax advantages while avoiding unpleasant end-of-year surprises. This approach, coupled with our up-to-the minute knowledge of new developments in tax laws, results in substantial tax savings for you.

Experience has shown that the most effective planning is often done in conjunction with other professionals - attorneys, bankers, insurance representatives, retirement plan advisors, and financial consultants. We are pleased to work closely with all the professionals who have your best interests in mind.
 

Our tax services include:

• Corporate tax planning
• Personal income tax planning
• Incorporations and liquidations
• Evaluation of tax advantaged investments
• Retirement plans
• Tax examinations and appeals
• Reorganizations and recapitalizations
• Professional corporations
• Trusts
• Valuation of closely-held business interests for gift, estate, buy-sell agreements and other matters

We stand behind every tax return we prepare, including taking a strong advocacy role when representing our clients before the Internal Revenue Service or other tax authorities. At Mengel, Metzger, Barr & Co. LLP, we specialize in helping you plan proactively to maximize your tax advantages while avoiding unpleasant end-of-year surprises. This approach, coupled with our up-to-the minute knowledge of new developments in tax laws, results in substantial tax savings for you.

 

For more information contact:

Anthony Sandonato Rochester contact

Gordy Schuehler Elmira contact