Tax Professionals

Working with Tax Professionals

 Working with clients to navigate the ever-evolving tax landscape, complex investment options, and ongoing market volatility, is a challenge – for them, for us, and for their other financial professionals. M Financial Planning Services believes in establishing a collaborative relationship with clients and their tax advisors.

Make coordinated recommendations. 

Often, a client’s investment decisions impact their taxes…sometimes negatively. We would welcome the opportunity to work together and discuss the tax implications of various investment options (e.g., tax-loss harvesting or a Roth conversion) to ensure both tax and investment outcomes are considered.

Obtain paperwork quickly.

We’ll work with you to ensure you have all the investment-related tax documents needed to prepare your clients’ returns. Whether it’s 1099s, cost basis information, or other investment-related documents, we are familiar with what CPAs need and can be a resource to make your lives easier.

Keep apprised of clients’ estate and wealth transfer plans.

Especially with the sunsetting of existing gift tax exemptions and other provisions in 2025, being aware of your client’s investment holdings and estate plan – including beneficiaries – is key to having a holistic strategy to minimize tax liability today, in 2026, and beyond. 

Please take advantage of the materials posted here. If you would like to discuss a particular client or scenario in detail, please don't hesitate to call us at the office, or schedule time with us here.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.



Key Numbers 2024<br/><br/>

Key Numbers 2024

Tax and retirement reference numbers at a glance. The most widely accessed key planning data in a convenient two-page layout.

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