Services

MTS Advisors assist its individual and business clients by helping to solve their financial and related tax problems. Advising throughout San Diego and North County, we educate the client on available tax and investment options. By integrating tax, investment and benefit options we simplify the process by coordinating and implementing all your needs through one point of contact. We ensure all elements of your finances are in sync.

  • Tax Returns Corporate and Individual
  • Corporate Design and Implementation
  • General Tax and Cost Accounting
  • Set-Up Accounting & Payroll Computer Programs
           

Tax and Accounting

Clients are assisted in developing the correct structure to leverage the tax code. Strategies are planned, developed and implemented utilizing tax planning as part of your investment strategy. Every dollar saved in tax can be re-invested into your company yourself. Furthermore, we can analyze your accounting needs and help with the determination and implementation of the correct accounting software for your business. We work with payroll and accounting systems from AccPac, QuickBooks, Oracle Small Business Suit & Connected Accounting, and can also recommend Macintosh based business solutions for your accounting requirements. In addition, on-site support is offered for those who don't need the burden of a full time Finance Person.

Investment and Insurance Services

In conjuction with your tax and financial goals, determinations will be made in regards to financial investments and products suitable for your risk tolerance in meeting retirement and educational goals. In addition, advisement is offered on insurance risk exposure and options to minimize the risk will be presented.

Holding Your Tax Dollars

Tuition Savings

Retirement Funds