MHFA | Services
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Services

Estate and Retirement Planning

The Estate and Retirement Planning team at MHFA helps our clients recognize the importance of proper planning for business succession, education, retirement, and wealth accumulation. This process is presented in an open and candid manner, placing family and retirement needs at the forefront of every plan. Our team strives to help you build a plan that minimizes the estate tax burden and helps you achieve your financial goals.

Business Valuation

Closely held businesses are often our clients’ largest asset.   Knowing the value of that asset is a must for estate planning, and is also necessary to allow business owners to plan for succession and retirement. By going through a collaborative and diligent process, our business valuation team aims to provide critical pieces of the puzzle to allow you to take steps to reduce taxes and add security to your exit plan and retirement.

Business Consulting

MHFA provides a full range of business consulting for our clients. We take great pride in the fact that we are often the primary source of advice for business owners. It it our goal to help entrepreneurs like you build wealth and run a successful business. In order to do this, we take the time to ask the right questions, listen to your goals, and work together to create a plan that is right for you.

Assurance

MHFA offers audits and other types of assurance services. Our goal is to thoroughly test your financial information and make recommendations for improvements we feel will enhance the financial reporting process and profitability.

Tax Planning and Preparation

Taxes are a part of life, and at MHFA we can help you find ways to minimize the impact that taxes have on you and your family. We work with our clients year-round to develop and implement effective tax planning strategies to reduce year-end tax bills. Our state and international tax team performs extensive research in areas that reach beyond our local community.  In addition to income tax preparation, we can prepare gift and estate tax returns, sales and payroll tax returns, and informational tax returns for not-for-profit organizations. We also assist clients with IRS audits and notices from tax authorities.

Small Business Services

Our small business services staff can customize our services to meet your specific accounting needs. There is no project too big, or too small.