Business Services
“The time to repair the roof is when the sun is shining.”
John F. Kennedy
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Wearing too many hats?
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Want to work with seasoned professionals?
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Getting Side tracked by paperwork?
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Need a partner who understands your business?
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Looking for flexibility on service to hire?
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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