Strategize Wealth, Minimize Taxes, Master Success
Empowering Your Financial Journey with Strategic Wealth Group for Real Estate Investors and Entrepreneurs. Providing expert tax planning and advisory services to help you optimize your financial success.
At Millington Wealth Group we are dedicated to empowering your financial journey. With over 15 years of experience, our team specializes in comprehensive tax strategy, tax preparation, bookkeeping, financial health coaching, and advisory services tailored to the unique needs of real estate investors, entrepreneurs, and individuals. Our mission is to help you maximize returns, minimize taxes, and achieve your financial goals through expert guidance and personalized solutions.
Our Expertise, Your Solutions
Whether you’re looking for strategic tax planning, accurate tax preparation or financial health coaching, our expert team is here to help you achieve your financial goals.
Signature Services
Our signature services are designed to provide comprehensive support for all your tax and financial planning needs. Choose the path that best fits your situation and let our experts guide you to financial success.
Tax Preparation
We provide accurate and timely preparation of your tax returns, ensuring compliance with all regulations. Our tax preparation service focuses on maximizing deductions and minimizing liabilities. For clients with businesses, we offer integrated bookkeeping to support accurate tax filings and provide comprehensive support throughout the tax year.
Tax Strategy
Our tax advisory services encompass strategic tax planning and implementation to minimize liabilities and maximize financial outcomes. We specialize in integrating tax strategies with your overall financial plan, ensuring alignment with your investment goals and business objectives. Our advisory services also include guidance on compliance and securing tax credits and incentives, tailored specifically for real estate investors, entrepreneurs, and individuals.
Financial Health Coaching
Our Financial Health Coaching helps you develop a positive financial mindset and achieve long-term success. We provide personalized coaching to overcome financial obstacles, clearly define your goals, and cultivate an empowered money mindset. Our approach guides you towards financial stability and growth through tailored strategies and continuous support.
Strategic Tax Solutions
Our tailored approach ensures that you receive personalized tax solutions that align with your financial goals. Whether you’re a real estate investor, entrepreneur, or individual seeking specialized tax advice, our tax advisory services provide strategic planning to help you achieve optimal financial outcomes.
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Proactive Tax Planning
Identify and implement strategies to minimize your tax liabilities throughout the year.
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Tax Credits and Incentives
Maximize your savings by taking advantage of eligible tax credits and incentives.
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Compliance and Risk Management
Ensure adherence to all tax regulations and minimize risks with expert guidance.
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Tax-Efficient Savings
Optimize your tax savings using retirement accounts, health and educational savings accounts, or leveraging entities such as LLCs, trusts, and estates with tax-efficient strategies.
Financial Health Optimization
Our Financial Health Coaching helps you develop a positive financial mindset and achieve long-term success. We provide personalized coaching to overcome financial obstacles, clearly define your goals, and cultivate an empowered money mindset.
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Mindset Development
Gain strategies to cultivate a positive financial mindset, essential for achieving long-term financial stability.
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Value-Based Goal Setting
Define your financial goals based on your values and create a detailed plan to achieve them with our guidance.
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Overcoming Limiting Beliefs
Receive personalized strategies to overcome financial challenges and limiting beliefs.
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Empowered Money Mindset
Gain the knowledge and tools to manage your finances effectively, fostering growth and financial security.
Comprehensive Tax Preparation
Our tax preparation services ensure that your tax filings are accurate, compliant, and optimized to meet your financial needs. Whether you’re an individual, a real estate investor, or a business owner, we provide trusted expertise to help you maximize deductions and minimize liabilities while staying compliant with all tax regulations.
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Thorough Documentation Review
We carefully review your tax filings to ensure accuracy and compliance for a smooth and stress-free process.
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Maximizing Deductions
Identify and apply all eligible deductions and credits specific to your financial situation to minimize tax liabilities effectively.
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Multi-State and Federal Compliance
Navigate complex tax laws and ensure compliance with both federal and multi-state tax regulations.
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Convenient Virtual Services
Easily upload your documents and access your information through our secure client portal for a seamless, efficient process.
How It Works
Getting started with Millington Wealth Group is simple and straightforward. Follow these three steps to begin your journey towards optimized financial health.
Step 1
Schedule a FREE Call
Book a free discovery call with our expert tax advisors. During this call, we’ll discuss your needs, assess your situation, and determine if we’re a good fit to work together.
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Step 2
Choose Your Path
Whether you prefer a tax strategy session, want a financial health assessment or require tax preparation, we offer tailored solutions to fit your situation.
Step 3
Access Our Client Portal
If you decide to move forward with us, access our secure client portal for seamless communication and document sharing.
Schedule a Free Consultation
Let’s talk and see what tax questions you have.
We Are Experts
What Sets Us Apart
Specialized Expertise
With over 15 years of experience, we specialize in tax strategies for real estate investors, entrepreneurs, and small business owners, ensuring you receive tailored advice that aligns with your goals.
Holistic Financial Health
Beyond tax preparation, we focus on empowering you with a positive financial mindset. Our financial health coaching helps you overcome financial obstacles and achieve long-term success.
Comprehensive Services
From tax planning and tax preparation to financial health coaching and bookkeeping, we offer a full suite of services to support your financial journey.
Client-Centered Approach
Our personalized approach ensures you receive dedicated support and guidance at every stage of your financial journey. We pride ourselves on building lasting partnerships with our clients.
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About Company
Comprehensive
Tax and Financial Services
Millington Wealth Group is a woman and minority-owned business based in the Bronx, New York. With over 15 years of experience, we specialize in providing comprehensive tax strategy, tax preparation, bookkeeping, financial health coaching, and advisory services tailored to individuals, real estate investors, entrepreneurs, and small business owners nationwide. Our team excels in handling specialized tax topics, with a particular focus on real estate.
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We are dedicated to helping real estate investors and entrepreneurs who strategically want to incorporate real estate into their tax planning to maximize returns and achieve their financial goals. Our personalized tax planning and advisory services help reduce your tax liability, optimize your financial health, and enable you to make informed financial decisions.
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Our services include expert tax preparation and bookkeeping to ensure compliance, accuracy, and keep your financial records organized and up-to-date, supporting your broader financial strategy.
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With our financial health coaching, we empower clients to develop a positive financial mindset and understand their relationship with money. This coaching helps clients overcome obstacles, clearly define their goals, and cultivate an empowered money mindset, guiding them towards financial stability and growth.
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We provide year-round virtual services and work with clients nationwide to ensure you have the support you need at every stage of your financial journey.
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At Millington Wealth Group, we pride ourselves on our personalized approach, deep expertise, and commitment to excellence.
Address:
1200 Waters Pl Suite 105 The Bronx, NY 10461