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Tax preparation, tax projections, and tax returns are all aspects of your financial portfolio which require full attention at management. Mesia Group tracks your tax responsibilities on a monthly basis and all tax business is monitored and signed off by Group CPAs who are fully licensed in multiple states, with both national and international experience.

At Mesia Group, we pride ourselves on capturing all deductible expenses related and allowed to your profession – we are 100% focused on minimizing your tax liabilities, maximizing your earnings and providing the greatest retention of your income.

As your personal CFO, tax planning and management is the basis of our service to you.

OUR FULL SERVICE INCLUDES:

  • Tax Planning

  • Preparation of Federal Filings

  • Management of all Personal, Corporate and Foreign taxes

  • Multi-state returns and Allocations

  • Tax Estimates and Projections 

  • Foreign Tax Planning

  • Trusts & Estates Tax Planning

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Mesia Group is proud to provide the highest level of Business Management Services.  Keeping you informed with complete transparency and power over your present and future finances is top of mind for our team.  We customize our accounting services to your personal and business needs and report to you monthly via easy-to-read reports.  

In 2020, we are thrilled to offer access to the Mesia Group app – MG Mobile – which offers 24/7 access to your financial overview in real-time.

OUR FULL BUSINESS MANAGEMENT SERVICES INCLUDE:

  • Revenue Tracking

  • Bill Payment

  • Cash-flow Management

  • Banking

  • Payroll

  • Insurance

  • Credit Acquisition 

  • Budgeting & Cash Management

  • Real Estate Acquisition

  • Management of contracted staff & vendors

  • Family Office Management 

  • Full Financial Concierge Service (tailored to clients’ needs)

To fully understand the level of support offered by Mesia Group we invite you to meet with Allan Mesia (MG Principal) to discuss your personal and business needs.

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Allowing your to focus on your craft is a priority for the Mesia Group team.  Knowing that your present and future wealth is in good hands will allow you to do that.  With the MG Mobile app you can view your current and projected status 24/7, however it is the daily management and planning that will truly secure your future.

At Mesia Group we monitor and advise on your wealth, working with your core team of investor advisors, estate attorneys, and of course, YOU!  As your personal CFO we keep communication with you open, consistently discussing your financial goals and objectives, implications of major life purchases and preserving your assets and wealth for a long and happy future.

OUR FULL TRUST + ESTATE PLANNING SERVICES INCLUDE:

  • Estate & Retirement Planning

  • Asset Protection

  • Disability, Health & Life Insurance planning

  • Charitable Giving (please also see our Philanthropic Advisory Service section)

  • 401 (k) Planning (for you and your family)

  • Reconciliation and Reporting of all Investment Statements (also provided through your personal secure MG Portal)

  • College Fund Preparation and Planning

  • Family Office Management (tailored to your family needs now and for the future)