High-Net Worth Individuals

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

We add value for sole proprietors, single-member LLCs. real estate investors, pass-through partnerships, and individuals with substantial capital transactions, net operating losses, or credits.

Services include:

  • Tax planning and compliance

  • Tax representation before various tax authorities

  • Retirement planning

  • Stock option planning

  • Multi-state tax compliance

  • Personal financial statements

More Client Types

CLOSELY-HELD BUSINESSES
Closely Held Businesses
We take a holistic approach to the accounting services we provide, acting as the cornerstone of professional advisors your business works with as it’s established.
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EMPLOYEE BENEFIT PLANS
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.
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NON-PROFITS
Non-Profits
We provide cost-effective services to non-profit organizations. Non-profits that are a good fit for MMA are typically ready for the next stage in their growth and maturity.
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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.
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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
Trusts & Estates
Mowat Mackie & Anderson provides skilled and compassionate service to families and trustees as they assume their responsibilities as fiduciaries.
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