INCOME TAX PLANNING & COMPLIANCE

Muñoz Financial Group specializes in preparing federal and state tax returns in all fifty states for US individuals and foreign nationals. Our expertise includes preparing taxes for the companies in connection with your business, including corporations, partnerships and sole-proprietorships. We also have extensive experience preparing tax filings in many foreign jurisdictions.

We will also perform quarterly tax projections for you, so they can budget for their tax liability and stay compliant on an ongoing basis.

 

BUSINESS MANAGEMENT

Bookkeeping

Probably the most important piece of your business that is most often overlooked is keeping a current and clean set of financial books. At MFG, we pride ourselves in providing the most comprehensive bookkeeping services, using transparent processes to keep you constantly informed on your financial position. This allows you to efficiently make the critical decisions necessary in today’s business world.

We provide monthly and quarterly financial statements and our periodic account reconciliations allow us and our clients to identify lost checks, lost deposits, unauthorized wires, and detect and prevent embezzlement and other types of fraud.

 

Other Business Management Services provided include but are not limited to:

• Cash-flow Management & Budgeting

• Bill-pay

• Payroll

• Tour Accounting

• Royalty Allocations

 

BANK FINANCING

MFG has relationships with leading banks which provide specialized services to our clients. We use these relationships to help you with your banking needs which includes but is not limited to obtaining loans, credit cards, home mortgage financing and lines of credit. We represent you by preparing the proper documentation for your loans, Corporate and Personal Financial Statements, Forecasting Budgets, and copies of your Tax Returns. 

 

INSURANCE

We can provide you with competitive quotes for the various types of insurance from our network of brokers who provide our clients with the highest-quality services and competitive prices:

• Life Insurance

• Professional Equipment Insurance

• Disability Insurance

• Automobile Insurance

• Health Insurance

• Personal Liability Umbrella

• Homeowners Insurance

• Commercial Insurance

• Home and Automobile