Business Details
Your Trusted Partner for Accounting, Tax, and Advisory Solutions
Marvin is a trusted accounting and advisory firm dedicated to helping clients achieve long-term success through comprehensive financial solutions. With a focus on tax services, audit and assurance, IT consulting, and business advisory, we serve a diverse range of industries including private companies, nonprofits, government entities, and individuals. Our team of experienced professionals combines technical expertise with personalized service to address complex financial challenges. Recognized as one of the Top 200 Firms by Inside Public Accounting, we prioritize client relationships, community engagement, and continuous professional development. We are committed to delivering accurate, timely, and strategic guidance that empowers clients to make informed decisions.Our forward-thinking approach ensures clients receive tailored solutions aligned with their unique goals. Through monthly newsletters and formal training, we stay ahead of regulatory and economic changes to provide proactive advice. Our mission is to foster a diverse and inclusive work environment that reflects the communities we serve. Client testimonials highlight our responsiveness, thoroughness, and deep industry knowledge across sectors like real estate, manufacturing, and agribusiness. With offices in Rochester, Elmira, Canandaigua, Latham, and Queensbury, we serve clients throughout New York and beyond. For over 20 years, our firm has built lasting relationships by consistently exceeding expectations in audit, tax, and advisory services.
Services
Tax Services
Audit & Assurance
IT Advisory
Estate Tax Planning
Business Valuation
Highlights and features
- We offer over 20 years of experience in accounting and tax services across diverse industries.
- Our team provides responsive and thorough client support with personalized attention.
- We combine technical expertise with strategic insights for actionable financial solutions.
- Recognized as a Top 200 Firm by Inside Public Accounting for consistent excellence.
- We prioritize community engagement and continuous professional development.
What people say
Extensive expertise
Responsive and thorough
Peace of mind
Community-minded company
Timely, accurate service
Services
Tax Services
Our tax services encompass corporate, individual, and estate tax planning for clients nationwide. We specialize in multi-state and international tax compliance, ensuring accurate filings while optimizing deductions. With expertise in cost segregation and tax-exempt organizations, we deliver strategic solutions to minimize liabilities and maximize growth opportunities.
Audit & Assurance
We provide comprehensive audit and assurance services including financial statement audits, employee benefit plan audits, and GIPS compliance reviews. Our team conducts thorough examinations of financial records to ensure accuracy, regulatory compliance, and transparency for public companies, nonprofits, and government entities across diverse industries.
IT Advisory
Our IT advisory services focus on risk assessment, vulnerability scanning, and penetration testing to strengthen cybersecurity frameworks. We help organizations achieve compliance with IT regulations, implement robust security protocols, and train staff on cyber threat awareness to protect sensitive financial data and systems.
Estate Tax Planning
Specialized estate tax planning services help clients navigate complex inheritance regulations and minimize tax burdens. We develop customized strategies for high-net-worth individuals and families, coordinating with legal advisors to ensure seamless wealth transfer while maintaining compliance with evolving federal and state tax laws.
Business Valuation
Our business valuation services determine accurate company valuations for mergers, acquisitions, or litigation purposes. Using industry-specific methodologies, we analyze financial performance, market conditions, and intangible assets to provide defensible valuations that support strategic decision-making for privately held companies and financial institutions.
Questions
What accounting services does MMB+CO offer?
We provide tax services, audit and assurance, IT advisory, business valuation, estate planning, and compliance solutions for businesses and individuals.
Which industries does MMB+CO serve?
We work with private companies, nonprofits, government entities, financial institutions, educational organizations, and individuals across New York and beyond.
Does MMB+CO offer IT security services?
Yes, we provide cybersecurity assessments, penetration testing, and compliance training to protect organizational data and systems.
What makes MMB+CO different from other firms?
Our personalized approach, industry recognition, and commitment to continuous learning ensure tailored solutions that drive client success.
How long has MMB+CO been in business?
Our team serves clients with decades of combined experience, including over 20-year relationships with many long-term clients.
