Tax Services for Individuals

Tax planning for individuals is an important aspect of family wealth and retirement planning. At MK & Associates, we believe it is vital to understand where our clients are today and where they want to be in the future.  By gaining this understanding of your goals and objectives, we can work with you to design tax planning strategies geared to help you achieve your short and long term goals.  Our specialists stay apprised of the most current tax laws and know how to implement strategies to maximize the tax benefits available, while recognizing the impact of negative provisions.  We pride ourselves on creating strong, lasting relationships with our clients so we can help you as your needs and/or circumstances change.

Our services include:

  • Business succession planning
  • Charitable giving
  • Education planning
  • Executive compensation
  • Expatriate
  • Family estate & gift planning
  • Personal financial planning
  • Personal tax return preparation
  • Retirement planning
  • Stock option consulting
  • Year end tax planning