Support & Frequently Asked Questions

MBM provides professional services that may include tax preparation, accounting and bookkeeping, payroll support, business advisory, business formation assistance, personal credit services, business credit services, and related professional support.

MBM works with individuals, entrepreneurs, small businesses, and established businesses seeking organized financial, tax, accounting, business, or credit support.

You may schedule or request a consultation through our Contact page or the consultation links available throughout the website. Submitting a request does not by itself create a professional-client relationship.

No. A professional engagement begins only after MBM agrees to provide the applicable service and any required engagement letter, service agreement, authorization, disclosure, or other required documentation has been completed.

Required documents depend on your individual or business situation. They may include income documents, expense records, prior-year tax returns, business records, identification information, tax forms, and other documentation relevant to the engagement.

No. Please do not send Social Security numbers, complete tax returns, W-2s, 1099s, banking credentials, or other highly sensitive information through ordinary email or general website forms. Use MBM’s designated Secure Client Portal or another secure method specifically authorized by MBM.

No. Tax results depend on the taxpayer’s facts, documentation, income, deductions, credits, entity structure, filing status, applicable tax law, and other factors. MBM does not guarantee a specific refund, deduction, credit, or tax outcome.

MBM may provide ongoing bookkeeping services including transaction classification, reconciliations, financial reporting, account cleanup, and other services based on the scope of the selected accounting engagement.

Yes, depending on the condition of the books and available records. Cleanup work is generally evaluated separately because the required time and complexity can vary significantly.

MBM may provide administrative business formation assistance and related guidance within the scope of the applicable service. MBM Service Group LLC is not a law firm and does not provide legal representation.

Yes. Business advisory services may include review of financial performance, cash flow, profitability, business structure considerations, planning, and other strategic business discussions depending on the engagement.

MBM may provide payroll-related services and support depending on the selected plan, number of employees, payroll platform, filing needs, and scope of the engagement.

MBM is based in Sarasota, Florida, and may provide eligible services remotely to clients in other locations when the service and applicable requirements allow it.

Yes. MBM may provide personal credit education and credit-related services based on the client’s situation and the applicable written agreement.

Yes. Business credit services may include education, profile-development guidance, business credit readiness, reporting considerations, vendor and tradeline guidance, and ongoing business credit strategy depending on the service selected.

No. MBM does not guarantee that any item will be deleted, modified, or removed from a credit report. MBM also does not guarantee a specific credit-score increase or financing approval.

No. Credit scores are determined by third-party scoring systems and may be affected by many factors outside MBM’s control.

Sensitive documents requested as part of an authorized MBM engagement should be transmitted through the designated Secure Client Portal or another secure transmission method specifically authorized by MBM.