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.

Employee Benefit Plan Administration

  • Increase Retirement Funding For Owners & Employees
  • Improve Employee Retention
  • Reduce Income Tax Liability

Certified Support for QuickBooks Software

  • Set Up, Clean Up & Update QuickBooks Files
  • Training & File Customization

Payroll & Sales Tax Compliance

  • Custom Payroll Services
  • Tax Liability Payments Quarterly & Annual Reports, Including W-2s
  • Sales Tax Reporting, Filing, and Compliance

Accounting Services

  • Outsource Business Accounting Function
  • Timely & Accurate Financial Reporting
  • Strategy/Tax Planning Meetings

Income Tax Planning

  • Review Tax Situation Prior To End Of Year
  • Decrease Tax Liability
  • Business & Personal Tax Returns Prepared
  • Timely & Accurate Filing

Financial Planning

  • Determine Retirement Needs & Wants
  • Set Financial Goals
  • Plan Steps to Achieve Goals

Investment Management

  • Strategies To Help Your Money Grow
  • Ongoing Analysis Of Investment Performance
  • On-Site Investment Advisors

Annual Financial Review

  • Revisit Client Goals & Circumstances
  • Modify Investment Strategy As Needed

Legacy Planning

  • Asset Preservation For Next Generation
  • Charitable Giving

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.