Tax Preparation Services
Accurate, timely tax filings are essential to keeping your financial life on track. MB&A provides dependable tax preparation services for individuals, families, and businesses across the Northeast Our team ensures your returns are filed correctly, deadlines are met, and opportunities for savings are never overlooked.
Trusted Tax Support for Individuals, Families & Businesses
Every client’s tax situation is different. MB&A delivers clear guidance, responsive service, and partner-level attention – so you can make confident decisions, minimize your tax burden and avoid surprises at tax time.
Our Tax Preparation Services
Personal Tax Service
Our team complex handles multi-state filings, investment activity, equity compensation, rental properties, trusts, and other unique considerations that require attention to detail and expertise.
With MB&A, you get:
- Accurate and timely personal tax filings
- Proactive guidance on the latest law changes
- Support for complex financial situations
- Clear explanations of your tax position
- Year-round availability for questions and planning
Business Tax Services
We prepare federal and state tax returns for LLCs, S-corporations,
C-corporations, and partnerships across the Northeast. From entity structure to multi-state reporting, our team ensures your business stays compliant while optimizing tax outcomes.
Our business tax services include:
- Income tax return preparation for all entity types
- Multi-state filings and nexus guidance
- Support for depreciation, elections, and credits
- Coordination with business owners on pass-through activity
- Proactive reminders and deadline management
Personal and Business Taxes
For many clients, personal and business finances are connected. When one CPA team manages both sides, you benefit from a coordinated approach that reduces errors, prevents missed opportunities, and ensures everything works together to minimize overall tax liability.
This is especially valuable for:
- Family and privately held businesses
- High net worth business owners
- Owners of partnerships and S-corporations
- Professionals with K-1s or multiple income sources
Let Us Make Your Life Easier
Our tax preparation services provide you with deep experience in both personal and business tax, including complex scenarios.
Who We Work With
We work with a wide range of clients across the Northeast, including:
- Individuals and families
- High-net-worth individuals
- Business owners and entrepreneurs
- LLCs, S-corps, C-corps, partnerships
- Nonprofits
- Trusts and estates
- Multi-state filers and relocating clients
Our Financial Statement Process
A streamlined, organized approach designed to make tax season easier. We’re available year-round – not just during tax season.
Our process includes:
01. Document Collection & Review
We provide a clear checklist and review all your tax documents.
02. Tax Return Preparation
Our team prepares your return with accuracy, compliance, and attention to detail.
03. Partner-Level Review
Every return is reviewed by senior CPAs for quality and completeness.
04. Final Filing & Delivery
We file electronically and provide copies for your records.
05. Post-Filing Support
We explain your results and offer thoughtful planning advice for next year.
Tell Us About Your Tax Situation Today
Let us know how we can make your life easier.
Frequently Asked Questions
What’s included in your tax preparation services?
We prepare and file federal and state returns for individuals and businesses, ensuring accuracy and identifying potential tax savings or planning opportunities.
Do you handle both personal and business taxes?
Yes – many clients rely on us for personal and business taxes, especially when their personal tax situation is tied to their business activity.
What documents do I need for tax preparation?
We provide a full checklist. Common documents include W-2s, 1099s, K-1s, brokerage activity, business financials, charitable contributions, and prior-year returns.
When should I start gathering information for tax season?
The earlier the better. Starting in late fall allows us to explore planning strategies, credits, or timing decisions that may reduce your overall tax liability.
Do you support multi-state tax filings?
Yes – we regularly assist clients who live, work, or own businesses across multiple states.