Tax Planning Services

Tax Planning
to Support Growth

For owners of closely held companies, business is personal. The decisions you make in your business have a direct impact on your personal tax situation. That’s why it’s crucial to work with tax advisors who appreciate all of your business and personal goals.

MRZ Financial leverages tax professionals from affiliated CPA firm MiddletonRaines+Zapata (MRZ). At MRZ, we care about you. We take the time to get to know you personally, so that we understand what you’re trying to achieve for your family and your business. Armed with this intimate understanding of your goals, we then provide strategies to help you achieve them while minimizing your tax liability.

Our tax advisors work with you to create and execute a thorough and personalized tax plan that takes into account the following considerations:
  • Tax Preparation and Compliance
  • Business Tax Planning
  • Personal Tax Planning
  • Tax Strategies, Including Deferrals
  • Advice on Tax-Efficient Investing

Contact us to make strategic tax planning part of your financial plan.


Process and Tools

what makes MRZ FINANCIAL different

Your financial life is important. Period. The wealth you build funds your passions and your legacy. We lead you through a process to identify what is most important to you, the wealth needed to fund your goals, and then design a plan that helps give you the freedom to enjoy your wealth and your life.