Professional services with personal attention.

MDO combines tax, business, insurance and document services so clients can get more done through one trusted office.

Tax services

Tax preparation & planning

Accurate filing matters, but effective tax work also means understanding how today's decisions can affect future tax obligations.

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Individual Tax Preparation

Preparation and filing for individual taxpayers, with attention to applicable deductions, credits and filing requirements.

Business Tax Preparation

Tax filing support for businesses with a focus on compliance and clear planning around business decisions.

Tax Planning

Plan around major financial and business decisions before they become tax-time surprises.

Sales Tax Services

Support understanding sales and use tax obligations and preparing accurate, timely filings.

ITIN Applications

Assistance with new or renewal ITIN applications when filed with an eligible tax return.

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Business services

Support for the financial side of your business

MDO's existing service offering goes beyond tax filing to help business owners keep their records organized and make better-informed decisions.

Bookkeeping / Write-Up

Ongoing bookkeeping support to help keep financial records current as your business grows and your accounting needs change.

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Business Consulting

Objective help identifying problems, opportunities and practical strategies for improving operations and growth.

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Business Entity Selection

Review the tax, liability and operating implications of structures such as LLCs, sole proprietorships, partnerships and S corporations.

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Financial Statements

Support organizing the records needed for clear, useful financial statements that help owners understand their business.

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Additional services

More ways MDO can help

Notary Public

Notary services for document execution, signatures, agreements and other documents requiring authentication.

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Translation Services

Translation assistance available for clients who need support with documents and related service needs.

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General Consultation

Not sure where to start? Schedule a general consultation and the MDO team can help identify the right next step.

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Ready to get started?

See all available appointment types and choose a time.

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