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MHM
  • About Us
    • Careers
    • Locations
  • Services
    • Audit & Assurance
      • Financial Statement Audits
      • EBP Audits
      • Public Company Services
      • Attest & Other Services
      • Systems and Organization Controls
    • Tax
      • State and Local Tax
      • Federal Tax
      • International Tax
      • Private Client Services
    • Advisory
      • Complex Accounting
      • Transition & Transaction Services
      • IT Security
  • Industries
    • Financial Services
    • Manufacturing & Distribution
    • Not-for-Profit & Education
    • Private Equity
    • Professional Services
    • Real Estate
    • Retail and Consumer Products
    • Technology & Life Sciences
    • Construction
  • Insights
    • Articles
    • Webinars
  • People
  • Contact Us
    • MHM Ethics Hotline

Private Client Services

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A rep talking to a client about private client services

Private Client Services

We simplify your family business and estate planning with a suite of services designed to simplify tax filings and preserve your resources.

Two reps discussing private client services

Private Client Services

We simplify your family business and estate planning with a suite of services designed to simplify tax filings and preserve your resources.

  • Contact Us
  • Submit RFP

There's no shortage of complexity when it comes to managing a large estate, portfolio or operating a closely held business. Knowing you helps us simplify your business and estate tax planning with a suite of services designed to meet you where you are and get you to where you want to be. We use our understanding of your unique circumstances and the environment you operate in to streamline administrative functions and protect your resources. The tailored strategies we develop are designed to provide you with the most valuable thing of all: more time to focus on what you love to do.

Estate Planning

Our tax experts help you minimize the state and federal taxes that threaten to erode your family wealth. Learn more»

Family Business Services

The consulting services we provide help you address the complexities involved in operating a family-owned business. Learn more»

Family Office Services

You receive partner-level involvement from our family office professionals, who assist with a range of solutions including income and gift tax planning, bill payment, stock-option consulting and retirement planning. Learn more»

Marital Dissolutions Services

We analyze your marital estate and helps negotiate a fair settlement during divorce proceedings. We assist your legal team in preparing court documents including financial affidavits. Learn more»

Individual Tax Planning Supplement 2018

Our 10-page publication provides a quick overview of the important planning considerations for your 2018 tax strategy.

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We specialize in your world, and knowing you helps us deliver solutions that give you the most valuable thing of all:
more time to devote to what you love to do.

Insights

Presidential Election and Coronavirus-Ravaged Economy Provide Impetus to Review Estate Plans

Estate planning may be particularly important this fall.

Learn More

4 Ways to Improve Your Cybersecurity Strategy

Cybersecurity, data security, and data privacy continue to be hot topics for all market segments. Information security incidents put a lot at stake and can cause financial harm, brand and reputational damage, increased regulatory scrutiny and personal liability for business leaders, and of course, repercussions for customers, clients and others in the value chain.

Learn More

Trust and Estate Income Tax Considerations After the Tax Cuts and Jobs Act of 2017

The Tax Cuts and Jobs Act will impact income tax planning for trusts and estates, at least until Dec. 31, 2025 when many of the provisions are scheduled to expire. Here are some tax planning opportunities to consider for executors, trustees, and beneficiaries of trusts, as well as those considering the creation of new trusts.

Learn More
  • Presidential Election and Coronavirus-Ravaged Economy Provide Impetus to Review Estate Plans

    Estate planning may be particularly important this fall.
  • An Important Estate and Gift Tax Planning Question Answered

    The IRS announced recently that enhanced estate and gift tax planning opportunities will not be clawed back once the provisions expire.
  • Tax Planning in 2020: Tax Rates and Inflation-Adjusted Figures

    The IRS and the Social Security Administration have released 2020 inflation-adjusted figures for more than 50 tax provisions.
  • Get A Jump-Start on Planning for Your 2019 Tax Bill

    While the 2018 tax filing season has come and gone, it is never too soon to start thinking about filing for next year’s taxes.
  • IRS Announces New Comprehensive Withholding Estimator

    After a tax season with some unwelcome withholding tax surprises, the IRS created a new tool to help. Taxpayers can use the Tax Withholding Estimator to complete their Form W-4 so that they get the desired income tax withholding outcome: a refund or a zero balance. But the new tool is only as good as the information supplied.
  • More Insights


    Key Contact

    Steve Henley

    shenley@cbiz.com (770) 858-4443

    The first step in
    Knowing You is Knowing how
    we can help You.

    Contact Us

    *MHM (Mayer Hoffman McCann P.C.) is an independent CPA firm that provides audit, review and other attest services. MHM works in an alternative practice structure with CBIZ, a leading business consulting, tax, and advisory services provider. MHM provides all attest services and, with limited exception, CBIZ provides all non-attest services.

    MHM. Knowing You.

    Contact Us

    About Us


    MHM (Mayer Hoffman McCann P.C.) is an independent CPA firm dedicated to learning about your organization and helping you meet your requirements and make informed decisions. We use our global resources and 60-plus years of experience serving growth-oriented public, private and not-for-profit organizations, to bring you best practices and sound guidance.

    A member of Kreston International |
    A global network of accounting firms


    Client Portal | Careers | Terms of Use | Privacy Policy

    Copyright 2021 Mayer Hoffman McCann P.C. All rights reserved.

    About Us


    MHM (Mayer Hoffman McCann P.C.) is an independent CPA firm dedicated to learning about your organization and helping you meet your requirements and make informed decisions. We use our global resources and 60-plus years of experience serving growth-oriented public, private and not-for-profit organizations, to bring you best practices and sound guidance.

    MHM. Knowing You.

    Contact Us

    A member of Kreston International |
    A global network of accounting firms


    Client Portal | Careers | Terms of Use | Privacy Policy

    Copyright 2021 Mayer Hoffman McCann P.C. All rights reserved.