Loading...

Please wait ...

Money Managers Inc logo logo
M

Money Managers Inc

Las Vegas, NV 89131

(3)
This professional is currently unavailable.
You can request reply and they will reach out as soon as they can.

About

At Money Managers Inc., we do more than just handle your investments. We know your financial life is complex, and staying on top of taxes is a big part of that. Our team works hard to make sure your taxes are in line with your financial goals, taking care of the details so you can focus on the bigger picture.

Show more

37 min response time

Photos (2)

See all

Reviews (3)

Leave a review
5/5

3 customer reviews

Loading...
20 February 2024

I don't even know where to begin! I ran into an issue with an amended return last year and tried to work with different tax experts. They all gave me the run-around and had 0 clue what they were doing.

It took only a few brief moments of me explaining my situation to Sam for him to understand and guide me through the problem. Sam is patient, caring, and meticulous. I highly recommend his service!
More...

6 February 2024

Sam's bookkeeping service is fantastic. He's very detailed and accurate. He's made handling my finances easy, and I really value his expertise. I highly recommend Sam for anyone who needs great bookkeeping help. More...

24 January 2024

Sam Aarons provided exceptional tax services for both my personal and business needs. His expertise in pass-through entities and proactive approach in finding tax-saving opportunities have had a significant impact. His professionalism and integrity are commendable, and I trust his guidance completely. I eagerly anticipate our continued partnership with Sam. More...

Q&As

We provide a comprehensive range of accounting services, including tax preparation for forms 1040, 1041, 1120S, 1065, 709, and 706, as well as bookkeeping solutions. Our expertise covers various aspects of financial management, ensuring accurate record-keeping, income and expense tracking, and the preparation of precise financial statements. Whether you require assistance with tax-related matters or ongoing bookkeeping support, we are fully equipped to meet your diverse accounting needs efficiently and effectively.

Hiring a great accountant is crucial for businesses for several reasons. Firstly, a skilled accountant helps maintain accurate financial records, ensuring compliance with tax laws and regulations, which reduces the risk of costly errors or audits. Additionally, they provide valuable insights into financial decision-making, offering guidance on tax optimization, budgeting, and long-term financial planning.

What I love most about my job is the opportunity to assist individuals and businesses in solving complex financial and tax-related challenges. I enjoy the satisfaction of helping clients achieve their financial goals, whether it's minimizing their tax liabilities, optimizing their financial strategies, or providing guidance on financial decisions. The continuous learning and adaptability required in the ever-changing financial landscape keep me engaged and motivated. Most importantly, knowing that my expertise can make a positive impact on my clients' financial well-being and contribute to their success is incredibly rewarding.

Starting our own business was inspired by a combination of factors. Firstly, we had a strong desire for independence and the ability to chart our own professional path. Secondly, we wanted to create a client-centric practice where we could provide personalized, high-quality services tailored to each client's unique needs. Additionally, we saw an opportunity to innovate in the field of accounting and offer a more modern and efficient approach to financial management. This motivation, coupled with our passion for helping individuals and businesses achieve financial success, led us to take the entrepreneurial leap and start our own business.

Our clients should choose us because our services are tailored specifically to business owners, high-net-worth individuals, and retirees. We understand the unique financial needs and challenges that these groups face, and we have the expertise and experience to provide customized solutions that maximize their financial success. Whether it's optimizing tax strategies for business owners, managing investments for high-net-worth individuals, or providing comprehensive retirement planning, our focus on these specialized areas sets us apart and ensures that our clients receive the specialized attention they deserve.

Services

Whether your goal is retirement or otherwise, we can help you meet those goals. Our typical financial plan consists of 15 to 30 hours of work in creating a thorough, customized living document. We leave virtually no stones unturned in the planning process. Upon completion, we will provide you with actionable, understandable recommendations that we will be glad to help you implement.

We apply a disciplined investment approach based on rigorous academic research to help our clients meet their investment objectives. Prior to making portfolio recommendations, we work closely with each new client to make sure we understand their financial goals, needs and risk tolerance. From there, we design and implement a customized investment portfolio based on each client’s unique situation.

We uses cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. This assessment helps me ensure that your portfolio aligns with your investment goals and expectations. Together we can take the guesswork out of your financial future.

We specialize in harmonizing tax compliance with your investment strategy. Our tax experts ensure tax-efficient investment decisions, safeguarding retirement savings and maximizing returns. We manage compliance for a secure and prosperous financial future. Our services cover tax forms like 1040, 1040-NR, 1040-SR for individuals, and 1120, 1120s, 1065 for businesses, as well as 990 and 990T for nonprofits.

We specialize in Trust Compliance Services, where we align trust agreements with legal requirements for accurate and reassuring support to trustees and beneficiaries. Additionally, we handle Form 1041 preparation.

We provide financial record-keeping, budgeting, and financial analysis, including Balance Sheet and Profit & Loss statement preparation.