Through the years many four doctors have come to us looking for further convenient solutions for their business needs. For this reason we created Monox financial services.
All of the services listed below are included in Monox’s Integrated Medical Management plan. However you can select one or more of them separately on a fee-for-service basis.
· Tax and accounting services
· Monthly financial statements
· Tax structures
· Investment analysis and portfolio management
· Monthly balance sheet and P&L statements
· Education funding and planning for children
· Retirement Planning
· Trust and estate planning
· Insurance analysis and competitive bidding (malpractice)
· Legal services: free consultations for captive insurance companies
· Administrative/Payroll services
· Legal structure for corporation set-ups (individual or group)
· Tax audit insurance and litigation services
· Quarterly meetings