Services
At MJMS Family Office Services, we provide personalized tax planning, compliance, and financial management solutions to help individuals, families, and businesses navigate complex financial landscapes. Our team delivers tailored strategies to protect and grow your wealth, ensuring long-term financial security.
Family Office Services
Our family office services offer seamless financial and management accounting activities, including wealth preservation, for high-net-worth individuals and multi-generational families in Chicago, the surrounding region, and nationwide. We specialize in estate planning, trust administration, philanthropic advising, investment oversight, and financial reporting, ensuring a coordinated approach to long-term financial success.
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Accurate and reliable accounting is the foundation of any successful business. We offer bookkeeping, financial statement preparation, and cash flow management to businesses in Chicago and neighboring communities, ensuring financial clarity for better decision-making.
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Navigating complex tax regulations in Chicago and Illinois requires expertise. Our team provides comprehensive tax planning, compliance, and representation services, helping businesses minimize liabilities and adhere to ever-changing state and federal tax laws.
Fiduciary, Estate, Gift & Generation-Skipping Tax Services
You’ve worked hard to preserve your wealth. Our family office services team works closely with our attorneys and your professional advisors to achieve the best outcomes for you and your family. Wealth preservation is unique for every client. We provide expertise in trust accounting and tax return compliance as it relates to estate, gift and fiduciary income tax.
Individual Tax & Financial Services
We provide personalized tax and financial planning services for individuals in Chicago and the surrounding areas, ensuring compliance and strategic tax optimization. We aim to help clients manage their tax obligations while aligning their financial strategies with long-term goals.
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From annual tax filings to proactive tax planning, we help individuals across Chicago and Illinois navigate state and federal tax regulations with confidence. Our services include income tax preparation, IRS representation, and customized tax strategies to maximize financial well-being and minimize liabilities.