Martin Brown Yoder and Simon, Inc
You Don't Have To Be A Tax Expert. That's Our Job.
MBYS, Inc. is a Colorado CPA firm serving individuals, small businesses, and corporate entities with tax, accounting, and advisory needs across various industries.
About
MBYS, Inc. offers comprehensive tax planning and preparation, business services including bank financing, succession planning, new business formation, small business accounting, and cash flow management. The firm serves individuals, small businesses, and corporate entities across a wide range of industries, providing customized tax plans, compliance assistance, and advisory services to help clients minimize tax liability and achieve long-term financial goals.
Services
Tax Planning & Preparation
Our experienced CPAs help minimize your tax liability, while keeping you in compliance with ever changing tax laws. We work with you to develop a customized tax plan to help you reach success. Our personal tax services include: Compliance, Tax Minimization and Planning, High Net Worth Tax Planning, Retirement Planning, Stock Option Planning, Tax Credits / Incentives, Transactional Tax Planning & Business Sales / Acquisitions, Pass Through Entities, Estate Planning, Executive Tax Planning, Charitable Gift Planning.
Bank Financing
Need money to grow your business? Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing. Put your best foot forward by allowing us to help you prepare a winning loan proposal for you. We help you design a proposal that will have a high likelihood of success because it's created from the lender's perspective. Your proposal should include the following elements... Executive Summary: State concisely the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed. Pro- forma Cash Budgets and Financial Statements: We help you use your data and underlying assumptions to prepare information that your banker can easily read and buy in to. Owners Personal Financial Statements: Your proposal shoul include copies of the last three years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan. Representation: We help you prepare to substantiate your financial needs/position to your banker in person. We may also be able to provide references to bankers that we know.
Succession Planning
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
New Business Formation
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
Small Business Accounting
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Cash Flow Management
A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
