Services Offered
Financial Planning
Personalized retirement and investment strategies, including 403B management, to help you secure your financial future.
Insurance Services
Comprehensive life insurance policies and coverage solutions tailored to your needs for peace of mind.
Tax Preparation
Expert tax filing for individuals and small businesses, with clear explanations and insights to maximize returns.
Small Business Consulting
Guidance on financial management and tax strategies for new and established business owners.
Retirement Planning
Assistance with retirement accounts and long-term financial goals to ensure a comfortable future.
Reviews
5(5 reviews)
Rating Distribution
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Jeffrey DeVera
via Google
11 months ago
Jill was incredibly patient, thorough, and knowledgeable while helping me with my taxes. She took the time to explain everything clearly and gave us valuable insights on how to make the most of our rental property. Highly recommend her expertise!
K
Karie Hahnvia Google
11 months ago
Another amazing experience! MNM is the best. We’ve been with her for years and will continue for years to come. She’s become family. Thanks for another fabulous tax season!!! Can’t wait til next year!
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Greg Laurich [Legacy HS]via Google
12 months ago
After getting hosed two years ago by a different company, I went to BMS in 2024 and was so impressed by their service and speed in doing my taxes I used them again this year. Not only are they quick, they are friendly and willing to answer questions. I will continue to use them for taxes and for retirement planning.
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Darcy Serranovia Google
about 1 year ago
I have been going here for years. They are efficient, friendly, and conveniently located. If you need someone to do your taxes with confidence, ask for Tieri . She is my tax accountant here. She is amazing.
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Alisa Ellis [Miller, Sandy ES]via Google
about 1 year ago
Words can't describe how satisfied I am working with John Berkhoff and Sonya Jackson. Mr. Berkhoff is so knowledgeable in terms of finances. He helped me square away a few loose ends like a 403B and a life insurance policy. Any time I need him he is just an email away. Ms. Jackson... What can I say? A miracle worker. She knows what she is doing. I was so intimated as a new small business owner filing my taxes. She made everything extremely easy. BOTH BEST IN THE BUSINESS. 10/10 recommend. I would also like to mention the staff including Ms. Fleegel and Shauna as they are so professional and quick to make sure nothing falls through the cracks. I appreciate all of you tremendously.
