forBusinesses

At MRM CPAs & Advisors, we understand that each business has its own set of financial challenges and aspirations, so we’ve spent decades mastering a comprehensive suite of business services. Our full-service team offers accounting, tax, audit, consulting services, and more. No matter your business size, we will ensure your federal and state tax compliance, maximize operational efficiencies, grow your business and increase profits. Our expertise and dedication fuel us to provide unparalleled support for your needs.

Private businesses

Private businesses are the heartbeat of the economy, driven by visionary entrepreneurs and dedicated teams. We recognize the unique financial challenges and opportunities that private businesses face and are dedicated to providing tailored solutions.

Tax
Services

  • Individual Tax Returns
  • Business Tax Returns
  • Non-Profit Tax Returns
  • State Tax Returns
  • Estate and Tax Trust Returns

Marianne McDonald
Partner | Tax Leader
mmcdonald@mrmcpas.com

Tax
Services

Marianne McDonald
Partner | Tax Leader
mmcdonald@mrmcpas.com

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Assurance
Services

  • Financial Statement Preparation
  • Audit and Assurance Services
  • Outsourced Accounting and Payroll Services
  • Agreed-Upon Procedures and Compliance Audits
  • Registered Investment Advisor Custody Exams
  • Employee Benefit Plan Audits
  • Burn Rate, Forecasts & Projections

Brian E. Lawyer
Partner | Assurance Leader
blawyer@mrmcpas.com

Assurance
Services

Brian E. Lawyer
Partner | Assurance Leader
blawyer@mrmcpas.com

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Accounting
Services

  • Monthly Book Keeping
  • Payroll and payroll tax returns
  • Sales and Use Tax Compliance
  • Accounting Software Implementation
  • Financial statement Preparation

Robert McBride
Partner | Client Accounting Services Leader
rmcbride@mrmcpas.com

Accounting
Services

Robert McBride
Partner | Client Accounting Services Leader
rmcbride@mrmcpas.com

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Services

At MRM CPAs & Advisors, our suite of business services is designed to be your strategic advantage in the financial world. Whether you’re a small startup or a mid-sized enterprise generating significant revenue, we have the expertise and dedication to elevate your financial well-being. Our range of services covers everything from tax planning and compliance, audit, and assurance to comprehensive financial statement preparation. We also offer invaluable assistance with operational efficiencies and growth strategies. We understand that each business is unique, and our collaborative approach ensures that you receive the personalized support you need.

Industries served

MRM CPAs & Advisors brings its expertise to a diverse range of industries. Our multi-industry experience ensures that we have the knowledge and insight to address the specific financial needs of businesses across various sectors, making us a valuable partner in achieving financial excellence.

Construction

MRM provides tax, outsourced accounting and financial advisory services to general contractors and subcontractors, homebuilders, commercial developers, architects and engineering clients. We can assist with tax planning, profitability analysis, investment management, percentage of completion calculations, and reviewed or audited financial statements for your bond requirements.

Real Estate

MRM supports multi-family, commercial, residential and industrial real estate clients. We’ve helped GPs, LPs, developers, operators, property managers and investors with all phases of a real estate project, from formation and capitalization to liquidation. MRM can help you navigate complex issues such as section 754 elections, passive activity losses, 1031 like-kind exchanges, low income housing credits, installment sales and cost segregation studies.

Professional
Service

MRM provides bookkeeping, tax, audit, and business planning work for professional services such as law practices. We work closely with management teams to reduce the burden of tax and financial compliance and to quickly identify issues and opportunities based on our industry experience and client base.

Oil & Gas

MRM has decades of experience serving oil and gas explorers, wildcatters, production companies and engineering firms. We’ve also worked with investors in oil and gas royalties, working interests, and publicly traded partnerships. Our team has a deep understanding of complexities such as cost depletion, domestic production activities deductions, excess basis and more.

Not For
Profit

MRM provides support for non-profits through comprehensive accounting, audit, and tax services tailored to their unique and specific needs, challenges, and opportunities. We are committed to helping our nonprofit clients achieve their mission and goals.

Financial
Institutions

MRM performs audits, reviews, surprise examinations, and tax planning and compliance services. Some of our past clients in this space have included community and domestic banks, credit unions, broker-dealers, pooled investment vehicles, mutual funds and registered investment advisors. A partnership with MRM can help your organization navigate today’s complex regulatory environment and increase shareholder value.

Food &
Beverages

MRM has a special passion for serving craft breweries, distilleries, wineries, brewpubs, growler-filling bars, restaurants and restaurant franchisors and franchisees. MRM is your partner in entity selection, tax planning and compliance, budgeting, benchmarking, financial statement preparations, employee stock option plans, management of profit sharing and 401(k) plans, R&D credits and more.

Technology

MRM partners with e-commerce companies, technology resellers, custom software developers and high-tech hardware manufacturers to navigate the difficulties of pre-revenue, patents, DCAA government contract accounting, burn rate analysis, Series A raise, 83b elections, and growth and liquidation exit events.

Sports &
Entertainment

MRM provides a blend of CPA and financial advisory services to professional sports and entertainment clients to maximize revenues, control expenditures, and to grow and protect your wealth long after your sports or entertainment career comes to an end.

Healthcare

MRM has deep industry knowledge and experience working with individual and multi-office groups of medical doctors, dentists, veterinarians, orthodontists, medical laboratories, medical device manufacturers, management companies, and medical billing companies. Our CPAs and financial advisors will help maximize profits and increase your wealth with efficient entity structures, tax planning, and management of your profit sharing and 401(k) plan.

Dealerships

MRM assists automotive, watercraft, recreational and off-road vehicle dealership clients with floorplans, inventory, revenue recognition, and other unique dealership accounting considerations to maximize profits and increase shareholder value.

“Good and professional contact to Rob McBride.”

– Dr. Dorka J

“I’m very happy with the work provided. They worked with me directly to solve questions over certain transactions, and workbook filings. We caught a mistake that benefitted me.”

– Richard T

“I am very satisfied with our relationship.”

– A Client

“This was our first year using MRM for Tax and Review services. The communication was excellent and timely. I was impressed with their professionalism, knowledge and willingness to help throughout the entire process.”

– Adriano D

“Great Services last 43 years”

– Carlos & Luz N

“I am very happy with the tax prep and tax filing services.”

– Carson H

“I have never had the level of service I receive from MRM.”

– David P

“Their friendliness, helpfulness, and round-the-clock accessibility”

– Gary N

“Great people.”

– Gordon & Mary W

These testimonials reflect the experiences of the clients quoted. Results may vary, and no compensation was provided for these testimonials.

Explore Personal Finance Services

Whether it’s tax returns, estate planning, or investment management, we offer tailored services to secure your financial future.

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