Services are the hallmark of Magnolia. You can do your banking and financing, manage your mortgage, receive accounting assistance and prepare your taxes, select your insurance coverage, seek legal advice and counsel, and receive quality wealth management expertise here in Magnolia.
Accounting and tax services and Magnolia go together to solve your accounting and tax challenges, seize fiscal and wealth management opportunities, and meet your monetary needs.
Lucy’s areas of expertise are as follows:
The Francis Group, PLLC is a boutique tax and personal accounting firm that provides personalized services to individuals and family groups with complicated tax and financial situations. We have expertise in navigating the tax implications of alternative investments, unique compensation structures, rental real estate, foreign reporting, trust and estate accounting and multi-state income streams. We work closely with your wealth advisors and attorneys to support your financial and estate planning goals.
Coeurbridge is your small business operational accounting support that keeps you compliant with accounting, bookkeeping, state, local tax, and non 1040 tax submissions.
Our bookkeeping and accounting staff has an average of over 20 years of experience. From bookkeeping and payroll to education and mentoring services, we help give you peace of mind that your books are clean, current, and can be used for solid decision-making in your company.
