Tax implications accompany nearly every financial decision you make. And there’s much more to an effective tax partner than finding one who can prepare a timely, accurate tax return. All elements of your financial plan should work together in the most tax-efficient way possible, and from withdrawals and contributions to tax loss harvesting and minimizing capital gains, tax-smart strategies should be used in your investment portfolio, too.
That’s why collaboration between accountants and financial advisors is a core component of the MRK approach. We share knowledge, resources, and – with your permission – client information to minimize your tax liabilities. MRK Financial Solutions partners with these exceptional accounting firms to meet your tax planning, preparation, accounting, and bookkeeping needs: