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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 (sales & rentals)

  • Auto, Aircraft & Yacht Management (sales & rentals)

  • Management of contracted staff & vendors (as related to MG/Client business)

  • 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)

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Mesia Group’s in-house Philanthropic Advisor, with over 20 years experience in the non-profit industry, will be the perfect way to help you keep in the driver’s seat of your charitable giving.  By making tax-deductible gifts into your choice of donor-advised fund you will be empowered to recommend grants to your chosen charities - anywhere, at any time!  

Our advisor will also work closely with your legal advisor and MG team to provide the oversight that your giving deserves. And if you’re open to learning about new charities and causes to support—we can help with that too!

REASONS YOU MAY WANT THIS SERVICE ARE:

  • You write a lot of checks to charity (or have a private foundation).

  • You want a tax deduction this year but want to support your charities over time.

  • You want the option to remain anonymous in your giving.

  • You want expert guidance with your philanthropy.

  • You want to involve your family in giving

OUR FULL PHILANTHROPIC ADVISORY SERVICE INCLUDES:

  • Set-up and Management of your own Foundation and/or 501(c)3

  • Analysis of non-profits you are interested in supporting

  • Allocation of annual philanthropic budget (all tax deductible)

  • Set-up of Donor-advised Funds (plus negotiation of stimulus funds were offered)

  • Grant-giving administration (setting criteria, management of allocation and obtaining annual reports from recipients)

  • Foundation Board Support

For a full discussion about this service please email Laura McManus-Mesia at laura@mesiagroup.com.