Has this ever happened to you? You’re meeting with your financial planner and have a question about the tax impact of a certain decision. But the response you get is: “You’ll have to ask your accountant or tax expert about that.”
You’ll never hear that in the offices of MtM Financial Group. That’s because we have in-house income tax services managed by a friendly, experienced team to answer your questions and address your concerns. We serve clients in Lehigh County, Northampton County, Monroe County, Bucks County and Warren County. You can find our satisfied customers in Allentown, Bethlehem, Easton, Hellertown, Nazareth, Center Valley, Stroudsburg, Phillipsburg and across the Lehigh Valley, the Poconos and beyond.
Tax Advice, Preparation You Can Trust
We know that the preparation of your individual or business income tax returns can be overwhelming, especially with the ever-changing tax laws. Let us ease your mind by crunching the numbers and handling every detail. Our professionals will help ensure you receive all of the credits and deductions you should.
Our income tax services include:
- Federal, state and local tax return preparation
- Year-round support
- Tax services fully integrated with investment advice
We also can help you with tax planning strategies to pay less in the future. Our team is more than happy to meet with you any time during the year. When you work with MtM Financial Group, we’ll help you find ways to maximize your after-tax income and reduce your tax liability. We keep up with tax law and stay abreast of changes on the horizon.
We’ll Fine-Tune Your Tax Strategies
Throughout your life, you will experience changes that will impact your tax situation. Here are just some of them: marriage, divorce, birth, death, home purchase, home sale, second home, new job, move, salary boost, salary cut, retirement, retirement distribution, college costs, major illness, business purchase, business sale, self-employment, loss of health insurance, rental property purchase and rental property sale.
Of course, some of these things happen unexpectedly. But you should let us know as soon as possible about life-changing events. Don’t wait for your annual tax appointment. Planning can help you prepare for (and sometimes even minimize) the tax consequences of certain events. We can help you with strategies such as deduction acceleration or income deferral to ensure you pay the proper amount of tax while maximizing your after-tax income.
We are conveniently located in the Bethlehem area and serve individuals and businesses in Bethlehem, Allentown, Easton, Stroudsburg, Center Valley, Hellertown, Nazareth, Phillipsburg and throughout Lehigh County, Northampton County, Monroe County, Warren County, Bucks County and beyond.
More Than Income Tax Planning
The experts at MtM Financial Group can help you manage these and other financial aspects of your life:
Do you want assurance that your financial planning is on target to meet your goals and expectations? Take advantage of our free second opinions.
Gene Answers Your Questions LIVE on Radio and TV
You can reap the benefits of Gene Dickison’s decades of experience during his “More Than Money With Gene Dickison” weekly radio and television shows. There isn’t a financial topic that Gene hasn’t discussed, including wills, estates, investments, income tax, business matters and more. These shows are a great opportunity for you to check out our services for free and decide if you want to work with us.