Take advantage of our proven income optimization and tax reduction strategies to take the guesswork out of planning for your future. We offer a full range of services for individuals and businesses in Superior, WI, Duluth, MN, and the entire Twin Ports.


Outsourced Accounting Services

    • Outsource business accounting function
    • Timely & accurate financial reporting
    • Advisory consulting and strategic planning

Employee Benefit Plan Administration

    • Establish high-quality cost-effective benefit plans
    • Increase employee & employer retirement funding
    • Improve employee retention
    • Reduce income tax liabilities

Payroll & Sales Tax Compliance

    • Custom payroll services
    • Tax liability payments
    • Quarterly & annual reports, including W-2s
    • Sales tax reporting, filing, and compliance

Certified Support of QuickBooks

    • Set up, clean up & update QuickBooks files
    • Training and accounting system customization

Income Tax Planning

    • Review tax situation prior to end of year
    • Decrease tax liability
    • Tax entity selection

          Investment & Advisory Services

    • Manage client wealth to achieve personal goals
    • Professionally managed risk-based portfolios
    • Independent fee-based advisors

Annual Investment Review

    • Revisit client goals & circumstances
    • Modify investment strategy as needed

Comprehensive Financial Planning

    • Retirement & education investments
    • Implement investment funding solutions
    • Define financial security goals
    • Close gaps in financial plans
    • Evaluate and select social security strategy

Legacy Planning

    • Family financial overview
    • Asset preservation for next generation
    • Charitable giving options and strategies

Income Tax Preparation

    • Business & personal tax returns prepared
    • Timely & accurate filing
    • Income tax deduction optimization

Our Proven Process

Through tax planning, you can optimize and reduce your tax liability using various strategies within an income and tax planning process. Of course, you can also put your taxes on autopilot, but understanding proper tax planning methods is much more beneficial for you, your family, and your business.

Responsible tax planning creates financial leverage for you and your family. And, if you’re a business owner, a systemized tax planning process can give you a significant financial boost.

Contact JMR Financial Group today and simplify your income and tax planning process.

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