Individual Tax Services

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MCM is focused on tax planning and compliance for individuals. Our tax team is thoroughly trained in all aspects of individual tax and attends intensive updates each year to stay abreast of changes in both federal and state laws. Because we are always in the forefront, we are able to offer our clients the compliance and planning services designed to protect their assets while minimizing their tax burdens.

Our tax services for individuals include:

  • Preparation of tax returns
  • Development of strategies to meet personal and family goals
  • Planning for gifting strategies
  • Retirement planning with tax-advantaged strategies
  • Assistance with annual tax projections and quarterly estimated tax payments
  • Planning for changes in tax law
  • Planning for transfer of wealth to future generations
  • Individual tax audit defense
  • Expatriate

Count on MCM to deliver the individual tax services you require.

2006 Kentucky Society of CPAs Outstanding Society Service Award - John Chilton

2003 Kentucky Society of CPAs Distinguished Public Service Award - John Chilton

Certificate of Educational Achievement in Business Valuation - John Chilton

Earned designation as Certified Valuation Analyst (CVA) - Kevin Fuqua

2008 Outstanding Chair, KYCPA Small Business Committee - Stephen Lukinovich

Earned designation as Certified Valuation Analyst (CVA) - Stephen Lukinovich

Certified member of National Association of Certified Valuation Analysts - Diane Medley

Certified Collaborative Law Financial Professional - Diane Medley

Named by Business First in "Who's Who in Accounting/Finance" in 1995 - Diane Medley

Named Woman Business Owner of Distinction in 2004 - Diane Medley

Nominated for MediStar Award, 2007, 2008 - Cris Miller

Certified in Healthcare Compliance, 2007 - Cris Miller

Awarded Honorary Lifetime Membership Montana MGMA, 1990 - Cris Miller

Kentucky Society of CPA's Leadership Academy Graduate - Mark Schmitt

Leadership Frankfort Graduate - Mark Schmitt

Certified Medical Practice Executive - Steve Schulz

Partner in Health Care, Business First, 2007-2010 - Steve Schulz

Honorable Order of Kentucky Colonels - Stephen Schulz