Heintz M F CPA

Welcome to MFH Financial Services, Inc., where we provide a comprehensive range of tax, accounting, and financial services to individuals, families, and small businesses. Our expertise includes tax planning and compliance for individuals and small businesses, specialized tax and accounting services for estates and trusts, personal financial planning, and investment planning. Our mission is to help our clients achieve their financial goals by offering personalized and professional services.

Services

At MFH Financial Services, Inc., we offer a variety of services tailored to meet the unique needs of our clients. Our tax compliance services include federal, state, and local personal income tax, as well as small business tax compliance for C and S Corporations, partnerships, and sole proprietorships. We also provide tax and accounting services for estates and trusts, such as estate tax returns and estate income tax returns. Additionally, we offer tax planning services that involve federal and state income tax, and may include other taxes such as federal estate and gift taxes.

Tax Compliance & Planning

Our tax compliance services are designed to ensure that our clients are in compliance with all tax laws and regulations. This includes preparing and filing tax returns, handling audits, and providing representation before tax authorities. Our tax planning services aim to minimize tax liabilities and maximize wealth by analyzing various tax strategies and implementing the best course of action for each client's situation.

General Financial Planning

We also provide general financial planning services that include retirement planning, estate planning, cash-flow planning, planning for charitable giving, pension distributions, and other services. Our financial planning is designed to help clients achieve their long-term financial goals by creating a comprehensive plan that addresses all aspects of their financial situation.

Investment Planning & Management

For clients seeking investment management, we offer a range of services including general investment planning and traditional investment management. Our investment planning involves an analysis and discussion of a client's portfolio from a high level, focusing on overall asset allocation, absolute and relative performance, expected return, toleration for risk, and adequacy of funding. Our investment management services are tailored to meet the unique needs of each client, offering a full range of investment options such as stocks, bonds, mutual funds, and exchange-traded funds.

Market Commentary

We regularly publish market commentary to keep our clients informed about the latest developments in the financial markets. Our latest commentary includes insights on the stock market, bond market, and economic trends, providing a comprehensive overview of the current market conditions.