Tax Planning Packages

Benefits you’ll get from your personalized strategy Planning :

    • You’ll to take control of when and how much you pay in taxes
    • You’ll create a roadmap to building wealth and achieving your dreams through the tax advantages the wealthy use
    • You’ll set up your business in the best way to slash taxes and protect your assets
    • You’ll legally lower your tax bills in ethical ways so you can sleep at night and not worry about the risks of an audit!
    • You’ll enjoy peace of mind knowing you have an expert team of advisors supporting you so you can concentrate on doing what you do best!

TAX PLANNING PACKAGES

You may choose to engage our firm by combining Financial Planning and Tax Planning services. If you choose this combination, we can make portfolio allocation recommendations and financial planning strategies with a goal of minimizing income tax obligations.

This package is especially beneficial to those in high income tax brackets and/or those who have unrealized taxable gains in their portfolios.

Individual Silver Planning Package

Personal Tax and Financial Planning
Silver Maintenance Plan
The Silver Maintenance Package is designed for Family, business owners,
entrepreneurs and High Net Worth Individuals who want a strong finance and tax
foundation. You get the following round-the-year services with this package:

    • A Comprehensive Financial Plan (Roadmap to your financial freedom)
        • A thorough review of your current financial situation
        • A discussion and understanding of your long term, financial goals
        • The development of a plan including all financial products need to take you from where you are today to where you need to be in the future
    • Personal Tax Preparation
      We will prepare your federal, state and local personal tax returns.
    • Annual Tax Projection
      To provide clarity about next year’s potential tax bill. These estimates are especially important in times when tax law is changing
    • Tax Savings Strategy and Year-End Tax Planning
      To review your tax pictures, you will get a year-end “sit down” meeting where we will update you with everything you need to know about deductions you can take, anticipating tax roadblocks and opportunities, avoiding IRS audits, and maintaining your personal tax plan based on your changing personal circumstances.
    • Phone and Email Consultations
      At your convenience, you can schedule four 30-minute phone consultations to address breaking issues and opportunities throughout the year. For written responses, you can email up to six specific questions
    • Tax Alerts
      For making the most of your money, you will get our weekly email alerts and monthly newsletters with timely tips.
  • Due Date Monitoring
    To ensure you never miss an important tax deadline, you will get our Due Date Monitoring service.

Starting from $300 per month, one year contract, renew each year.

For more information, call us today at 718-829-0134 to schedule your free consultation or email us info@mfundservice.com.

Gold Business Planning Package

Business Tax and Financial Planning
Gold Maintenance Plan
The Gold Maintenance Package is designed for growing businesses looking for help with their business books and records. You get the following round-the-year services with this package:

    • Business Tax Preparation:
      Madison Fund Service will prepare primary business entity returns such as proprietorship, partnership or corporation. There may be additional charges for additional entities.
    • Personal Tax Preparation
      We will prepare your federal, state and local personal tax returns.
    • Business Structure Selection (C-Corp S-Corp, LLC, Partnership, Sole Proprietorship)
      Help you to select the best business entity for your business, since it has farreaching legal and tax consequences.
    • Annual Tax Projection
      To provide clarity about next year’s potential tax bill. These estimates are especially important in times when tax law is changing
    • Tax Savings Strategy and Year-End Tax Planning
      To review your tax pictures, you will get a year-end “sit down” meeting where we will update you with everything you need to know about deductions you can take, anticipating tax roadblocks and opportunities, avoiding IRS audits, and maintaining your personal tax plan based on your changing personal circumstances.
    • Phone and Email Consultations
      At your convenience, you can schedule four 30-minute phone consultations to address breaking issues and opportunities throughout the year. For written responses, you can email up to six specific questions
    • Tax Alerts
      For making the most of your money, you will get our weekly email alerts and
      monthly newsletters with timely tips.
    • Due Date Monitoring
      To ensure you never miss an important tax deadline, you will get our Due Date Monitoring service.
    • One-on-one Financial Review
      Your year-end sit-down also includes a comprehensive financial statement review. Together, we will walk through your financial statements. We will show you what the numbers mean, and how you can use them to make smarter business decisions.

Starting from $500 per month, one year contract, renew each year.
Pricing Varies from Business Annual Revenue $0-$150k, $150k-$250k, $250k-$750k, $750k-1M, 1M-3M,3M above and by industry type.

For more information, call us today at 718-829-0134 to schedule your free consultation or email us info@mfundservice.com.

Diamond Planning Package

– Proactive Tax Strategy

Madison Fund Service, Ltd. as a trusted advisor who is on top of the latest income tax developments and can proactively advise on your personal and  business tax, it is critical to have these answers at your fingertips to guide you in the right direction. Our responsibility as tax advisors is to implement a comprehensive proactive tax strategy that’s in full compliance with current U.S. tax code regulations while ensuring you pay the lowest amount of tax allowed by both federal and state laws.

Ongoing Support

After you’ve successfully completed your Proactive Tax Strategy, you’ll have the option to begin monthly or quarterly tax consulting with your Certified Tax Coach team. As your business and investments grow, your personal coach will be right there with you – making sure your tax plan and asset protection plan grow with you.

Call us today at 718-829-0134 to schedule your free consultation.

Most of our clients start with us making sure that they pay the least amount of tax legally possible. We are passionate about making sure our clients do not leave any money on the table in the form of paying unnecessary taxes.

Get a FREE Consultation

Find out how we can serve you! Call (718) 829-0134 or request a free consultation.

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It’s not what you make, IT’S WHAT YOU KEEP.