MLTM offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.
Payroll
By integrating payroll and tax services with MLTM, we can assist you in implementing the controls necessary to ensure a compliant, efficient, and effective system with timely and highly accurate submission of payroll tax returns.
Estate Planning
Estate Planning involves the orderly arrangement of one's financial affairs. Estate Planning maximizes the value of the estate when transferred at death to the people and institutions favored by the deceased. Through estate planning, this occurs with minimum loss of value because of taxes and forced liquidation of assets.
Audit and preparation of an audited financial statement is a key service provided by MLTM. Our process involves compiling and reviewing financial statements, plus performing verification/substantiation procedures. This may include direct correspondence with creditors or debtors to verify details of amounts owed, physical inspection of inventories or investment securities, inspection of minutes and contracts, and other similar steps or procedures.
Valuation
MLTM is available to tax attorneys to perform valuation services for Family Limited Partnerships (FLP), estates and other investment portfolio holdings.
While the aforementioned services are key services of MLTM, they only scratch the surface in our capabilities.
