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Ask The Expert - December 2021

by Stacy Wise | Dec 10, 2021

 

Tax Preparation Services at MNB

 

Written by Andrea Klinedinst, Compliance Assistant

 

Dealing with taxes and trying to decide where to turn for tax help can be confusing and difficult, but it does not have to be. MNB continues to strive to provide the best services to our customers, and one of the many great services that MNB provides is tax preparation. The professionals in MNB’s Wealth Management Group (WMG) can help with your tax preparation needs, not just during tax season, but year-round. One of our WMG experts, Tim Moss, J.D., answered a few questions about these services.

What tax preparation services does MNB provide?
Tim Moss, J.D. (TM): MNB’s WMG offers a wide variety of tax preparation services including: 
  1. Personal income tax return preparation
  2. Estate, gift, and fiduciary tax return preparation 
  3. Electronic filing of Federal and State tax returns 
  4. Tax Planning

Why should you choose MNB for your tax preparation?
TM: MNB’s tax professionals will not only ensure that your taxes are prepared and filed with the most up-to-date tax law information, but they can also provide tax planning services to ensure you receive the most advantageous tax treatment.

How can you get started with this program today?
TM: Contact us to set up an appointment.
For Canton Branch appointments, please contact Sam Buchanan at (309) 647-5000.
For Macomb Branch appointments, please contact Tim Moss at (309) 833-4111.

Did you know?
TM: MNB’s WMG offers more than just tax services. The WMG also offers trust services, retirement and IRA services, 1031 exchanges, custody services, escrow services, guardianship services, estate administration, financial planning and more. 

If you have any questions regarding our tax preparation services or other services provided by the Wealth Management Group, please contact us at (309) 647-5000. If you are interested in setting up an appointment, please contact our professionals listed above, and get started with your tax preparation today!

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