We offer services that meet the accounting needs for all the following types of clients.

We complement our in-house expertise to by enlisting trusted professionals from other fields such as attorneys, bankers, third-party administrators, financial advisors and bookkeepers.

Mowat Mackie & Anderson - closely held businesses

CLOSELY-HELD BUSINESSES

We’re an advisor who partners with your business to help it grow. We take a holistic approach, where we act as the center of professional advisors your business works with.

employee benefit plans_b_sq

EMPLOYEE BENEFIT PLANS

As a member of the AICPA Audit Quality Center, we provide expert and practical advice with regards to selecting the right plan for your business.

private foundations

PRIVATE FOUNDATIONS

We are able to guide clients through the complex rules regarding private foundations in order to avoid actions that would cause the foundation to lose its tax-exempt status.

high net worth individuals

HIGH NET WORTH INDIVIDUALS

Individual clients that are a good fit for Mowat Mackie & Anderson have complex tax situations that need an objective view towards minimizing their tax liability within the law.

Mowat Mackie & Anderson - no-profits

NON-PROFITS

We work hard to provide cost-effective services to nonprofit organizations. Nonprofits that are a good fit for MMA are typically ones ready for the next stage in their growth and maturity.

real estate

REAL ESTATE

For developers and syndicators of complex real estate partnerships, we provide a keen understanding of the tax law surrounding partnerships.

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TRUSTS & ESTATES

We provide skilled and compassionate service to families and trustees as they assume their responsibilities as fiduciaries.