At MFC Tax Management, individual tax planning and preparation is the largest portion our business.  We encourage our clients to take advantage of tax planning to minimize their tax liability.  Although tax planning can occur throughout the year, we like to work with our clients in the 4th quarter to estimate their tax annual liability to ensure there are no surprises at preparation time.

MFC Tax Management also offers tax preparation services for small estates and trusts should you require it. 


Effective tax planning and preparation can help you to minimize your future tax liability. We work with individuals and small businesses to proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. This includes a review of your business structure to determine whether it is most advantageous.  Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We believe that preparing your tax return is a culmination of our tax planning and should not lead to any unexpected surprises.

If you are new to our area and have moved from a state that had a state income tax, we can gladly help you with your filing obligations of your former state.


Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.

Since the estate filing requirements are currently so high at the federal level, we help our clients meet any State of Washington estate tax filing obligations.

Call today to schedule an appointment!