Morgan, Jacoby, Thurn, Boyle, & Associates, P.A.
Certified Public Accountants
Tax Services

Our tax professionals provide a variety of tax services.

MJTB provides tax return preparation services for individuals, trusts, estates, corporations, partnerships, limited liability companies and non-profit organizations.

In addition to the tax preparation and compliance services, MJTB provides tax research and tax savings planning and strategy services.

Often times our clients’ business and personal tax situations are closely connected. Corporate and business activities and the manner in which profits flow to owners can have a meaningful impact on your personal tax situation. MJTB has years of experience providing comprehensive tax planning services for business owners and high net worth individuals.

MJTB can help clients choose the most appropriate type of business entity, and can assist with business succession planning and strategies for the purchase or sale of a business.

For individuals, we provide tax services for income tax planning, estate and gift planning and retirement planning. We can help our clients and work with their legal advisors in establishing trusts, and those with charitable gift planning and family planning.

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