Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
California Real Estate Sales & Mortgage Services
Are you looking for a trusted partner to help you navigate the complex world of real estate and finance? Look no further than MWD*Associates, your one-stop shop for all your real estate and financial needs.
Our team of experienced professionals specializes in real estate investment, real estate finance, tax preparation, estate planning, and notary services. We understand that each of these areas is interconnected, and we’re here to help you make the most of your investments while protecting your assets and minimizing your tax liability.
Whether you’re a first-time homebuyer, a seasoned real estate investor, or a business owner, we can help you achieve your financial goals. We offer a range of services, including:
• Real estate investment analysis: We can help you evaluate potential real estate investments and develop a strategy to maximize your returns.
• Real estate finance: We can help you secure financing for your real estate investments, whether you’re buying a single-family home or a commercial property.
• Tax preparation: We can help you prepare and file your taxes accurately and efficiently, so you can avoid costly penalties and maximize your deductions.
• Estate planning: We can help you create a comprehensive estate plan that protects your assets and ensures your wishes are carried out after you’re gone.
• Notary services: We offer notary services for all your legal document needs.
At MWD*Associates, we’re committed to providing exceptional service and building long-term relationships with our clients. We take the time to understand your unique needs and goals, and we work tirelessly to help you achieve them.
Contact us today to learn more about how we can help you achieve financial success through real estate investment, real estate finance, tax preparation, estate planning, and notary services.
CA DRE #01370472
NMLS #1198236 & 150890
CTEC #A259289
Small Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Estate & Trust Tax Preparation
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. We are available to handle all estate and trust tax-related matters.
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.