Understanding the Tax Preparation Process
Expert Tax Consulting Services for Individuals and Businesses
High-net worth individuals often have disparate teams of professionals who do not communicate effectively while managing their financial affairs. The attorney, accountant, business manager, and bookkeeper may all serve the client, but they often lack organization and cohesive management. This can lead to a situation where clients have a team of experienced, expensive professionals, yet still face unfocused efforts and administrative waste. MTG Finance & Consulting addresses this issue by offering a complimentary assessment that identifies how we can improve coordination among these professionals. Our decades of experience in tax preparation and ongoing advisory services allow us to serve as the vital link that unites these parties into one formidable team dedicated to our clients' success.
Contact Us Today
Ready to take control of your taxes? Contact us today to schedule a consultation with one of our expert tax consultants.
What to Expect
Step 1: Complimentary Assessment
Step 1: Complimentary Assessment
Step 1: Complimentary Assessment
We begin with a complimentary assessment to understand your personal, business, and tax landscape. This helps us identify areas of complexity and opportunity before moving forward.
Step 2: Tax Preparation
Step 1: Complimentary Assessment
Step 1: Complimentary Assessment
You will receive access to a secure file transfer portal to upload relevant tax returns, entity documents, and financial records. Your information is handled with strict confidentiality.
Step 3: Analysis & Intake
Step 1: Complimentary Assessment
Step 4: Strategy Discussion
Our team reviews your materials and will follow up with targeted questions through a structured intake form and subsequent interviews. This allows us to fully understand your situation before proposing strategies that fit your needs.
Step 4: Strategy Discussion
Step 5: Engagement & Onboarding
Step 4: Strategy Discussion
We meet virtually or in person to walk through potential tax and structural strategies tailored to your goals. This conversation helps both sides determine whether we’re a mutual fit.
Step 5: Engagement & Onboarding
Step 5: Engagement & Onboarding
Step 5: Engagement & Onboarding
If we move forward, we formalize the relationship with an engagement letter, introduce your advisory team, and fully onboard you into our ecosystem and workflows.
Step 6: Ongoing Advisory
Step 5: Engagement & Onboarding
Step 5: Engagement & Onboarding
Clients meet with us monthly, quarterly, or semi‑annually depending on the complexity of their businesses and entities. Our role evolves as your life and organizations evolve.