MWM SERVICES:

TAX & ACCOUNTING

Murphy Wealth Management and MWM Tax Services is a family business serving multiple generations. Amber Murphy had 20 years of litigation experience as a Jury Trial specialist before becoming an IRS Enrolled Agent and Chartered Retirement Planning Counselor (CRPC) with Murphy Wealth Management.

We believe that tax planning must be incorporated into all things financial in order to obtain the highest level of wealth and success possible. We provide you with “all things tax” as part of your holistic financial plan. Often tax professionals or accountants don’t understand investments, or they look only at optimizing what you’re already done rather than looking ahead to the next year or even further out into retirement.

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve. We will thoroughly and conscientiously study your personal and/or situation, and tailor our advice to your specific needs.

Personal Tax Services

Tax Preparation & Planning for Individuals and Families

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage your future tax liability, which is always important, but critical as you get closer to retirement.

Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and we are constantly identifying new ways to reduce federal, state or local tax liabilities. Learn more about our process and fees for tax planning and preparation.

Tax Resolution and IRS Representation

Have you received a threatening letter from the IRS? Get the experienced support of an in-house Enrolled Agent to minimize or even eliminate tax penalties and interest.

An IRS audit can be an intimidating and complex process. If you face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. Learn more about tax resolution services

Tax Reduction Plan

Meeting with a tax preparer once per year to simply enter your numbers is not enough, you must be proactive in order to minimize future taxes. MWM provides consistent, CFO-level support and advisement to our clients in an ongoing effort to put more money in your pocket, instead of Uncle Sam’s. Have a small business? We also help businesses with tax reduction planning. Learn more.

Small Business Tax Services

Tax Planning, Preparation, and Compliance

Using a tax expert to review, revise, or create a custom tax plan for your business can make a huge difference to your bottom line and save a lot of future headaches. We customize for your business to ensure you meet all tax filing deadlines, government financial requirements, and overall business organization.

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities. Learn more

Small Business Tax Reduction Planning

The future growth of your business is dependent upon your ability to rely on professional tax advice throughout the year and make adjustments as necessary. MWM provides consistent, CFO-level support and advisement to our clients in an ongoing effort to put more money in your pocket, instead of Uncle Sam’s.

Small Business Tax Resolution and IRS Representation

Have you received a threatening letter concerning your business from the IRS? Get the experienced support of an in-house Enrolled Agent to minimize or even eliminate tax penalties and interest.

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Payroll Taxes Owed

Falling out of compliance with IRS payroll regulations can destroy your business. Not only that, it can ruin your personal finances. Perhaps you’ve gotten behind on payroll taxes through an oversight or a temporary lack of funds. Whatever the reason, it is important to note that the IRS pays particular attention to small businesses that fall behind on their employees’ federal withholdings. If the IRS decides that your business has violated payroll tax rules it may come after your personal bank accounts and assets–even if your business files for bankruptcy protection. If you have received correspondence from the IRS about payroll issues, you need experienced representation now. Let our tax experts help you resolve your payroll tax issues so you can get back to running your business.

MWM SERVICES:

TAX & ACCOUNTING

Personal Tax Services