February 23, 2020
Welcome to Doug Mock Tax Advisors!
Our tax advisor services help Minnesota individuals and businesses with tax management, tax planning, tax preparation, and financial planning services to minimize your lifetime taxes.
We specialize in preparing tax returns for those 50 and older. Our services include (but are not limited to) the following:
- IRA distributions and rollovers
- Roth conversions
- stock and mutual fund sales
- retirement distributions
- stock award and stock options
- taxation of Social Security benefits
- lump-sum distributions
- tax-efficient portfolio strategies
- charitable giving strategies
We know each individual and business is unique. We hope you'll reach out directly so we can help find tax solutions that are right for you.
Doug has over 30 years of experience in tax preparation and tax planning. He is a Certified Financial Planner® and a member of Ed Slott’s Elite IRA Advisor Group.
Aleathea is an experienced tax professional. She can assist you with your tax return preparation and planning needs.
Becky will take your call or email and set your appointment. You can contact her to check on the progress of your tax preparation.
We have tried to make our website as helpful as possible with several ways to help you stay informed and involved in your financial planning.
Use the Financial Calculators to assist in budgeting, financial planning, and determining loan payments.
Stay Alert to tax and accounting news by reviewing the client newsletter.
Review Tax and Financial Topics of Interest in the Additional Pages section of our site
Visit often as current news impacting your financial situation will be outlined here.