Our Mura Financial Services

Quickbooks Services

  • No charge Quickbooks install & setup for our clients
  • On site no charge training for accounting program
  • "Home" version Quickbooks set up for our financial plan clients
  • Instant back up capabilities to our firm's site
  • Planning and Investing

  • Licensed Financial Representatives
  • Professional business & personal financial planning
  • Retirement planning
  • Top rated mutual fund products-IRAs, SEPs, Roth IRAs
  • Life & Disability Insurance services and sales
  • Monthly Services

  • Financial Statement Preparation
  • Monthly/Quarterly "Face to Face" meeting with business owner
  • Tax Estimate Calculation throughout business year
  • Check writing and payroll services
  • Tax Services

  • Individuals
  • Business: Corporations, Sub-S, Partnerships and LLCs
  • We E-File business and individual tax returns
  • The Four Point Approach to Building Wealth

    Step #1

    Proper financial statement and tax preparation based on a sound business & tax plan. (We install and teach you to use accounting & check writing computer programs, and provide computer / technical support to our clients)

    Step #2

    Paying the legal minimum for State and Federal income taxes.

    Step #3

    Building wealth through; Prudent investment strategy, Paying the legal minimum for State and Federal income taxes, and Continual monitoring of your plan by a Mura Financial investment planning representative.

    Step #4

    Business sale or family transition strategy.
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