Magid Accountancy Corporation, APC (MAC) is a highly specialized CPA firm providing tax services, business and management consulting, and trust and estate planning for small to mid-sized companies, business owners and high net worth individuals.
We serve clients in Marin, Sonoma, and Solano Counties, Wine Country, and the greater San Francisco Bay Area, in all phases of the business cycle from start-up, to high growth, to mature companies, including business mergers, acquisitions and dispositions.We provide services during one's life stages of wealth accumulation, wealth preservation and legacy.
We serve clients in Marin, Sonoma, and Solano Counties, Wine Country, and the greater San Francisco Bay Area, in all phases of the business cycle from start-up, to high growth, to mature companies, including business mergers, acquisitions and dispositions.We provide services during one's life stages of wealth accumulation, wealth preservation and legacy.
Services
Magid Accountancy Corporation, APC (MAC) and Magid Wealth Management were established with the concept of assisting our clients to achieve their financial goals. We provide services during one's life stages of wealth accumulation, wealth preservation and legacy planning. Our professionals provide clients with individualized attention and customized strategies to help achieve positive results.
We offer comprehensive tax planning for corporations, partnerships, estates and individuals. We look at compensation, retirement planning, investments, acquisitions and mergers. When we prepare your tax returns, we do our best to ensure you pay as little tax as possible. We provide comprehensive and customized financial plans and insurance services designed to help our clients grow, protect, and preserve their wealth.
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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