Broker Check

Services

MAC is ready to help you achieve your financial goals. 

Tax Services

We offer comprehensive tax planning for corporations, partnerships, estates and individuals. We look at compensation, retirement planning, investments, acquisitions and mergers.

When we prepare your tax returns, we do our best to ensure you pay as little tax as possible. 

Wealth Management

We provide comprehensive and customized financial plans and insurance services designed to help our clients grow, protect, and preserve their wealth.

We will work with you to understand where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠, Member FINRA, SIPC. Placing business through Avantax Insurance Services℠. CA #0F43242

Management and Business Consulting

Professional assistance over a wide range of business activities, from debt and equity financing to cash flow projections and employee benefit programs.

We recognize that growing businesses often reach a point where they require professional financial support and advice from time to time without incurring the added expense of hiring a full-time Chief Financial Office.

Estate Planning

We help you structure your estate plan to minimize the emotional and financial impact to you, your heirs, and your beneficiaries.

We work with you, your attorneys, insurance companies, and other advisors regarding the appropriate form of wealth preservation, including all types of trust, annuities, and generation-skipping tax transfers.

Real Estate Services

We give you sound sensible real estate advice to help optimize your tax results.