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Business Services

“The time to repair the roof is when the sun is shining.”

John F. Kennedy


  • Wearing too many hats?

  • Want to work with seasoned professionals?

  • Getting Side tracked by paperwork?

  • Need a partner who understands your business?

  • Looking for flexibility on service to hire?

  • Want ot focus on business growth?

End the chaos of running your business by yourself.

Get it done with SmallBizExecs

Services provided by MRA Tax Services and/or affiliates*.


Integrated Tax Services

Flexible subscription solutions

Personal and Business Taxes

Streamline your taxes


Retirement solutions for your business


Protect your business and your employees

Tax Planning

Strategies to manage your future taxes

Payroll and Human Resources

Affordable payroll and HR solutions

Workplace Financial Wellness

In today’s tight employment market, business owners are challenged with providing value-added benefits to their employees in order to remain competitive. Enter MRA’s Workplace Financial Wellness Program. This is a complimentary service available to employers and employees designed with our mission to help clients solve current financial challenges and plan for their future with confidence.

 With MRA’s Workplace Financial Wellness Program, employers can add a powerful employee  program to their business’ benefits package. Program highlights:

Financial Planning

  • Free financial planning portal
  • Complimentary consultation with a seasoned financial advisor
  • 20% discount on subscription-based financial planning services
  • Educational workshops on financial planning topics

Wealth Management / Retirement

  • Reduced Wealth Advisory fee for Employers and Employees
  • Retirement plan consulting and set-up: SEP IRA, 401K, Roth 401k, Pension
  • 20% discount on subscription-based final planning services
  • Educational workshops on financial planning topics

Tax Services

  • 20% discount on personal or business tax preparation
  • Complimentary second-opinion consultation with CPA



Contact us today to build a complimentary and totally customized Workplace Financial Wellness Program for your business.

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