Business Details
Your Trusted Partner for Tax & Financial Planning Solutions
At MFH Financial Services, we have dedicated ourselves to providing comprehensive tax, accounting, and financial planning solutions tailored to individuals, families, and small businesses. Our expertise spans tax compliance and strategic planning, including specialized services for estates and trusts, ensuring clients receive personalized attention to meet their unique needs. With decades of combined experience, our team of certified professionals brings deep industry knowledge and a commitment to integrity, delivering actionable insights that empower clients to achieve long-term financial stability.We prioritize transparency, offering hourly billing for most services and competitive asset-based fees for investment management, while maintaining a client-centric approach that emphasizes clear communication and trust. Our Ohio-based practice leverages advanced tools and market analysis to guide investment decisions, retirement planning, and tax-efficient strategies, positioning us as a reliable partner in navigating complex financial landscapes.
Services
Tax Compliance
Estate Tax Returns
Investment Planning
Retirement Strategies
Asset Management
Tax Planning
Financial Analysis
Portfolio Management
Highlights and features
- We offer decades of combined experience in tax and financial planning.
- Our team holds CPA and Certified Financial Planner designations.
- Hourly billing ensures transparency for most services.
- Ohio Registered Investment Advisor status guarantees fiduciary standards.
- Competitive asset-based fees for customized investment management.
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Compliance
We prepare federal, state, and local tax returns for individuals, businesses, and trusts. Our services cover C/S corporations, partnerships, and estate tax filings. We ensure accuracy and compliance while identifying potential deductions to minimize liabilities.
Investment Planning
Our Ohio Registered Investment Advisor team creates customized investment strategies aligned with risk tolerance and financial goals. We analyze asset allocation, performance metrics, and market trends to optimize long-term growth and income generation.
Estate Tax Returns
We handle complex estate and trust tax filings, including federal estate tax returns and income tax reporting. Our expertise ensures compliance with evolving regulations while preserving asset value for beneficiaries.
Retirement Planning
We develop retirement plans considering pension distributions, tax implications, and investment vehicles like IRAs. Our strategies focus on sustainable income streams and tax-efficient withdrawals to support long-term financial security.
Financial Planning
We offer comprehensive financial planning covering cash flow analysis, charitable giving strategies, and risk management. Our hourly consultations help clients navigate complex financial decisions with confidence and clarity.
People
Max F. Heintz
Founder & Principal Advisor
Certified Public Accountant and Financial Planner with an MBA from Ohio State University. Specializes in tax strategy, estate planning, and investment management for high-net-worth clients and small businesses.
Questions
What services does MFH Financial Services offer?
We provide tax compliance, estate tax returns, investment planning, retirement strategies, and financial planning for individuals and small businesses.
How are your investment management fees structured?
Fees are based on a percentage (1.0–1.5%) of assets under management, with competitive rates tailored to portfolio size and complexity.
Are your advisors credentialed?
Yes, our team includes Certified Public Accountants (CPA) and Certified Financial Planners (CFP) with Ohio Registered Investment Advisor status.
Do you offer hourly financial consultations?
Yes, most services including tax planning and financial analysis are billed hourly, ranging from $150 to $350 per hour.
What areas do you serve?
We primarily serve clients in Dayton, Ohio, with remote advisory services available for select out-of-state clients.
