Tax Planning, Preparation
and Financial Statements

Why Markham Norton Mosteller Wright & Company?

We're a CPA firm - of course we offer tax planning and preparation. So what sets us apart from the rest?

After filing the proper forms, we don't consider the job complete. We treat a tax return as an indicator of your financial health.

As financial planners, we identify areas that suggest a need for change.  This proactive approach affects not only the outcome of next year's tax return, but your financial decisions throughout the year.

Tax laws are complex and ever-changing. Our extensive knowledge and expertise enable us to develop effective tax-planning techniques that often result in substantial tax savings.

With your financial future always in mind, we tailor plans to reap long-term results and optimize tax benefits.

Our broad spectrum of services includes the following:

• Preparation of federal, state, and local tax returns for corporate, partnership, and trust accounts
• Tax projections and planning to limit tax liability
• Evaluation of business accounting methods
• Assistance with employee benefit, profit-sharing and pension programs
• Evaluation of investment, expansion, and diversification opportunities
• Review of tax advantages and disadvantages of business ownership distribution
• Financial and tax advice for the purchase, sale, or merger of a business
• Assistance with liquidation, consolidation, merger and acquisition, and private venture capital offerings
• Preparation of compiled financial statements
• Preparation of reviewed financial statements
• Maintenance of fixed asset depreciation schedule
• Review of quarterly payroll and monthly sales tax returns
• Obtaining or renewing loans with financial institutions
• Obtaining credit
• Planning for retirement
• Gift and estate planning
• Providing documentation in legal disputes