Tax Services

Although we do not prepare your tax returns, we understand that without thoughtful implementation of your asset allocation plan, the tax impact on your portfolio can be significant. By preparing a detailed analysis of tax impact of selling or gifting assets, we can help you avoid unpleasant surprises at tax time.  We can, on a quarterly basis, prepare a Form 1040 pro forma to calculate and adjust the amount of estimated tax payments based on year to date realized gains/losses and changes in income. We work closely with your tax professionals in the filing of your State and Federal income tax returns.  Please be advised that MFFM is not an accountancy firm, that MFFM does not provide CPA advice, and that our employees are not acting as your CPA.