More Than Just a Return

consultingMcClanathan, Burg & Associates, LLC has extensive experience providing tax planning to high-net-worth individuals, privately owned businesses and closely held corporations. Our experience and knowledge of current tax law enables us to provide effective tax planning to reduce or defer your taxes and assist your organization in staying competitive. Our tax accounting team can help you achieve better control over issues and increase your ability to focus on strategic aspects of your business. We believe there is more value in providing ongoing strategies for holding onto as many of your financial resources as possible, rather than just preparing your tax return. We offer a full complement of tax-planning and consulting services designed to help you meet your personal financial objectives. Our tax-planning team will work closely with you to develop an effective plan for reducing the amount of taxes you pay over time.

We Think Long Term

An understanding of objectives in long-range plans, competitive position and opportunities in the marketplace helps us to guide a client through a merger, acquisition, sale or divestiture. McClanathan, Burg & Associates, LLC is able to provide valuable counseling and advice and recommend the appropriate actions to maximize tax opportunities. MBA focuses on helping our clients solve the business challenges of closely held corporations, partnerships and privately owner businesses, minimize taxes and to devise innovative strategies to improve operations and increase their profitability.

Secure Your Future

Wealth preservation and transfer techniques, succession planning, charitable planning, qualified plan/ IRA distribution planning and estate settlement services are additional services offered by our team of tax professionals. In addition, McClanathan, Burg & Associates, LLC will represent an individual or company before federal, state or local taxing authorities as a taxpayer advocate. MBA prides itself on assisting individuals and families secure their financial future. We provide you with recommendations and strategies within the law to help you build your net worth and reduce your tax burden.

Our Tax Offerings

The depth and experience of our tax practice allows us to excel in a variety of tax areas. Our team is ready to assist you with all tax matters including:

Individual Tax Services:

  • Preparation of individual federal, state and local income tax returns
  • Estate tax planning and estate tax returns
  • Year-end tax projections and analysis
  • Representation before tax authorities

Estates and Trusts:

High-net-worth individuals face unique pressures and challenges – some of those include mitigating tax exposure by setting up family estates and trusts. MBA can help you devise an estate plan that meets your objective of providing for your heirs. Our knowledge of complex estate and trust planning will secure the future of your family and beneficiaries. We will work and coordinate with your other advisors to provide services including:

  • Wealth accumulation, distribution and management
  • Family member and charitable gifting
  • Business succession planning
  • Retirement Planning
  • Developing financial goals and objectives
  • Wealth transfer strategies
  • Cash flow analysis and coordination with other advisors (ie attorney)
  • Estate tax planning and projections

Business Tax Services:

  • Preparation of business federal and state tax returns
  • Preparation of sales and use tax returns

Tax Consulting Services:

  • International tax issues including compliance, planning and consulting
  • Individual and business planning and consulting
  • Determining optimum entity structure
  • Merger, acquisition, reorganization and liquidation planning and reporting
  • Business succession planning
  • Planning and research regarding tax mitigation and deferral strategies

Endowments and Foundations:

With significant personal wealth comes the unique opportunity to provide ample support to social causes and charitable organizations that have great meaning to you, your family and society at large. MBA has worked with numerous clients to help them distribute their wealth to worthy causes in the most tax effective manner. If it is your goal to leave a philanthropic legacy, we can help.