SERVICE

Financial

Comprehensive financial planning to maximize your wealth.

At MiTaxIns, we understand that navigating the complexities of financial planning and insurance can be overwhelming. That’s why we’re here to offer comprehensive solutions tailored to your unique needs and goals. With our expertise in financial services and insurance, we aim to empower individuals and businesses alike to make informed decisions and secure their financial future.

Achieving your financial goals requires careful planning, strategic insight, and expert guidance. Our comprehensive financial services are designed to help individuals and businesses navigate the complexities of wealth management, retirement planning, investment strategies, and more.

From personalized financial planning to risk management and asset allocation, our experienced financial advisors work closely with you to understand your unique goals and develop tailored strategies to help you achieve them. We take a holistic approach to financial planning, considering your short-term needs as well as your long-term objectives.

With our wealth of knowledge and expertise, we help you make informed decisions about your finances, ensuring that you’re well-positioned to secure your financial future. Whether you’re planning for retirement, saving for a major purchase, or managing your investment portfolio, we’re here to provide the guidance and support you need every step of the way.

Let us be your trusted partner on the path to financial success.

Investments

Strategies that align with your goals and continuous support to optimize your investments.

Retirement

Plan for a brighter future with strategic retirement planning. Start today and discover the possibilities.

Trusts & Estates

Now is the time to plan your families future. Secure your assets and leave a legacy behind.

Achieve Your Financial Goals

GET STARTED TODAY

INVESTMENT PLANNING

Investing Builds Wealth

Our advisor will assess your financial situation and develop an investment strategy based on the specific goals you want to achieve. In order to optimize your plan, our advisor regularly reviews strategies and makes adjustments to optimize investments.

RETIREMENT PLANNING

Plan the future of your dreams

Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets. We help individuals and their families in the different stages of their lives set specific goals and steps to achieve them.

TRUST & ESTATE PLANNING

Protect your assets and legacy

Estate planning on your own can be complicated. The list is endless, taxes, probate courts, life insurance, health concerns, annuities, or eligibility of heirs, to name a few. Planning what happens to your estate when you are gone can be frustrating and intimidating without qualified help. We can help make it simple, efficient, and worry-free.

Frequently Asked Questions

Need some help with a question? see below if we’ve already answered it. If you still can’t find an answer to your question, please give us a call at (516) 500-5000 or email us at mark@mitaxins.com

WHAT IS TAX PLANNING?

The goal of tax planning is to arrange your financial affairs so as to minimize your taxes. There are four basic ways to reduce your taxes, and each basic method might have several variations. You can reduce your income, increase your deductions, take advantage of tax credits, and increase your withholding.

HOW DOES BUSINESS PLANNING WORK?

It starts with a business plan. Business plans are decision-making tools. There is no fixed content for a business plan. Rather, the content and format of the business plan is determined by the goals and audience. A business plan represents all aspects of the business planning process declaring vision and strategy alongside sub-plans to cover marketing, finance, operations, human resources as well as a legal plan when required. A business plan is a summary of those disciplinary plans.

WHAT IS RETIREMENT PLANNING?

Definition of ‘Retirement Planning’

The process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Future cash flows are estimated to determine if the retirement income goal

‘Retirement Planning’

In the simplest sense, retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include such lifestyle choices as how to spend time in retirement, where to live, when to completely quit working, etc. A holistic approach to retirement planning considers all of these areas.

The emphasis one puts on retirement planning changes throughout different life stages. Early in a person’s working life, retirement planning is about setting aside enough money for retirement. During the middle of an individual’s career, it might also include setting specific income or asset targets and taking the steps to achieve them. In the few years leading up to retirement, financial assets are more or less determined, and so the emphasis changes to non-financial, lifestyle aspects.

COMPANIES WE WORK WITH

We have 17 years experience in consultancy

TESTIMONIAL

From Great Our Clients.

We appreciate all the attention to detail, willingness to answer any questions, dedication to our business, their expertise and knowledge. They are a key part of our success.

Michel GrochOwner

MI-Tax has been an excellent fit for my company. The online model and upfront pricing makes planning easy. I have nothing but the best to say about their service.

Sarah WilliamsCEO

My business management has become infinitely less complicated, and I have more time to focus on my products and customers. Highly recommend the MI-Tax team!

Brian AdamsManager