Munn Wealth Tax Services

 

Munn Wealth Management offers tax services in addition to comprehensive financial planning and investment management. Our tax services are designed to make the tax filing process simple and stress-free for each of our clients. We proactively search for opportunities to apply tax-saving strategies for each client, provide recommendations and have the capability to forecast taxes for future years.

Individuals wishing to have their taxes prepared should complete the Client Data Form below...

For those who have rental properties or run a small business please complete the Rental Property and Small Business Addendum Form below...

More Information:

Tax information can be delivered to our office, or you may schedule a complimentary consultation to discuss your return with one of our professionals by contacting drewsteinman@munnwealth.com or 419-794-0536.  (1323DTG