Tailored Solutions for Financial Success

Explore how we can help you achieve financial stability and growth.

Payee Services

Our purpose is to be a caregiver of finances, ensuring beneficiaries receive funds, pay bills, and meet essential needs such as groceries, medical care, and transportation. We provide personalized attention, weekly transaction reviews, and compliance with ethical standards.

Budgeting & Income Management: We consider all sources of income and create a personalized monthly budget that reflects each client’s unique financial situation.
Bill Payment: Our team ensures all bills are paid on time, helping clients avoid unsustainable debt.
Protection from Exploitation: We guard against financial exploitation, protecting our clients’ hard-earned money.
Savings & Emergency Funds: By helping clients build their savings, we equip them to handle unexpected expenses.
Essential Needs Fulfillment: We carefully oversee that essential living needs such as food, housing, utilities, medical care, and clothing are always met.
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Credit Improvement Program

With over 40 years of experience, we help clients enhance their credit profiles through free consultations, credit history reviews, and personalized strategies. From reducing loan interest rates to securing better housing opportunities, we’re here to guide you every step of the way.

Personalized Credit Analysis: We evaluate credit reports to identify positive and negative factors and provide actionable insights to improve creditworthiness.
Education and Guidance: Our team teaches financial habits that enhance credit scores, like timely payments and managing credit utilization.
Credit Dispute Support: We assist with resolving errors on credit reports to ensure accuracy.
Interest Rate Reduction Strategies: We help qualify for lower interest rates on loans, credit cards, and insurance by improving credit scores.
Goal-Oriented Planning: We establish clear financial goals, such as buying a home or car, and outline steps to achieve them.
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Tax, Accounting, and Investments

Whether it’s managing taxes, accounting, or investments, MTA Financial Services provides expert guidance to secure your financial future.

Tax Preparation & Filing: We handle individual and business tax filings to maximize deductions and credits.
Comprehensive Accounting Solutions: Our team offers bookkeeping services to keep your finances organized and transparent.
Investment Portfolio Development: Assist in building real estate portfolios tailored to your goals and risk tolerance.
Retirement Planning: We help select real estate investment that aligns with your objectives.
Business Financial Consulting: We offer expert advice to improve cash flow, reduce expenses, and grow profitability.
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