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*.
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 simply financial services across generations.
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