FOCUS ON WHAT MATTERS
You Don’t Have To Be A Tax Expert – That’s Our Job.
At Marcheschi Plankis & Pogore LLP, we have become trusted advisors in the areas of tax preparation, tax planning, and business consulting services. Our deep expertise in tax and consulting services helps us add value to our clients’ businesses. Focusing on building wealth and relationships, as well as quality expertise and planning are our guiding principles.
Focus On Building:
Wealth And Relationships
Wealth. We prepare tax returns for our clients much like other firms, but we have developed a range of services that focus on building wealth for our clients and their businesses. One of the primary ways we help our clients build wealth is by ensuring they are not overpaying taxes. Our comprehensive knowledge of the tax code and emphasis on planning help our clients keep their hard-earned income.
Relationships. We strive to build lasting relationships with our clients, to help them build something great and leave a legacy behind. We find that these close relationships help us to better serve our clients in every financial aspect of their lives, from their businesses, to their personal finances, to their parents’ estate, and to their children’s education planning. It is because of these strong relationships that we have been privileged to work with multiple generations of the same family.
Focus On Quality:
Expertise And Planning
Expertise. We believe that success is built in the off-season. While many local firms spend their summer auditing government and not-for-profit entities, we take that time to delve deeper into the law. We develop planning strategies, from the simple to the sophisticated, that build wealth for our clients and their businesses.
Planning. Any firm in the area can drop numbers in boxes and file a tax return for you. MPP is different. Our primary focus is not only to prepare a tax return at the end of the year but to proactively plan to help our clients reduce their tax bills. Our well-developed planning strategies result in significant tax savings for our clients.
Expert Leaders In Tax, Accounting, And Consulting Services
Keeping up with new tax code, Employee Retention Credits, deadlines, etc., can be overwhelming when you have a business to run. But that’s where our expertise comes in. Whether your tax and accounting needs are personal or business, we give you the financial guidance you seek. We are expert leaders in tax code, providing a range of services that not only help you comply with tax rules and regulations, but also to help build wealth for your business and yourself.
