File Your Taxes
MWMT Financial
Personal Returns · Business Returns · Maximum Deductions · Done Right
File Your Taxes
MWMT Financial
Personal Returns · Business Returns · Maximum Deductions · Done Right
File Your Taxes
MWMT Financial
Personal Returns · Business Returns · Maximum Deductions · Done Right
File Your Taxes
MWMT Financial
Personal Returns · Business Returns · Maximum Deductions · Done Right
MWMT Financial · Tax Filing
File Your Taxes
Personal &
Business
Stop guessing, overpaying, or leaving deductions on the table. Ron files your personal and business returns accurately, strategically, and on time — every year.
Personal Returns
Business Returns
Max Deductions
Real Estate Schedules
S-Corp & LLC Filing
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What's Covered
Personal. Business.
Both Done Right.
Most CPAs file one or the other. At MWMT Financial we handle both under one roof — so your personal and business returns are coordinated and optimized together.
Personal
Personal Tax Return (1040)
Your personal return filed accurately with every deduction you're entitled to — W2 income, investment income, rental income, self-employment income, and more.
✓ Federal & state returns included
✓ Schedule E (rental income & expenses)
✓ Schedule C (self-employment)
✓ Capital gains & investment income
✓ Depreciation & real estate deductions
✓ Review of prior year return
Business
Business Tax Return
Your LLC, S-Corp, Partnership, or C-Corp return filed correctly — with every allowable business deduction captured and your entity structure working in your favor.
✓ LLC (Form 1065 / Schedule C)
✓ S-Corp (Form 1120-S)
✓ C-Corp (Form 1120)
✓ Payroll & officer compensation review
✓ Business deductions maximized
✓ K-1 preparation for partners/owners
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Why MWMT Financial
This Isn't Just Tax Filing
Anyone can plug numbers into software. Ron reviews your full financial picture to make sure you're paying the least amount legally possible.
Personal & Business Returns Coordinated Together
When the same person handles both returns, deductions flow correctly between entities — no missed pass-through income, no conflicting numbers.
Strategy, Not Just Compliance
Ron doesn't just file what you give him. He reviews your situation and flags deductions, elections, and opportunities most preparers miss entirely.
Real Estate Expertise Built In
Rental income, depreciation, 1031 exchanges, short-term rental rules — handled correctly by someone who specializes in real estate investors.
Clean, Audit-Ready Returns
Every return is prepared to withstand IRS scrutiny — properly documented, correctly categorized, and ready if questions ever come up.
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Come Prepared
What to Have Ready
Don't worry about being perfectly organized — but having these documents ready helps us move fast and get your return filed quickly.
👤 Personal Documents
✓ W-2s from all employers
✓ 1099s (freelance, interest, dividends)
✓ Social Security numbers for dependents
✓ Mortgage interest statement (Form 1098)
✓ Property tax statements
✓ Charitable donation receipts
✓ Last year's tax return (if available)
✓ Health insurance info (if self-employed)
🏢 Business Documents
✓ Profit & loss statement
✓ Bank & credit card statements
✓ Payroll records & officer W-2s
✓ Business asset purchase records
✓ Mileage log (if applicable)
✓ Home office details (if applicable)
✓ Prior year business return
✓ Any IRS correspondence received
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Who This Is For
Built for People Who
Take Their Finances Seriously
If your tax situation involves more than a simple W2, you need more than a simple preparer.
✓
Real Estate Investors
Multiple rental properties, depreciation schedules, and Schedule E filings handled by someone who actually knows real estate.
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LLC & S-Corp Owners
Your business entity has its own return — and it needs to be coordinated correctly with your personal 1040.
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Self-Employed & Freelancers
1099 income, business deductions, QBI deductions, and quarterly tax planning handled in one place.
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Short-Term Rental Operators
Airbnb and VRBO income has specific rules around passive vs. active status — we file it correctly every time.
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W2 Earners with Side Income
You have a day job and a business or investments on the side — both need to be handled together strategically.
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Anyone Who Overpaid Last Year
If you got a big bill last April and aren't sure why, we review your situation and make sure it doesn't happen again.
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