McGovern Volk + Savino PC (MVS) combines experienced CPAs, business advisors, and estate and trust specialists to help you keep more of what you earn, protect what you’ve built, and manage every step of the process with accuracy and care.
We don’t just prepare returns or close the books. We help design the financial systems, tax strategies, and estate and trust structures that support long-term success.
At McGovern Volk + Savino PC, our team of experienced CPAs and advisors work with closely held businesses, individuals, families, estates, and trusts. We provide full-service tax planning and compliance, business consulting, estate administration, and Delaware trust administration through our affiliated companies. Together, we help you make smart financial decisions every day, not just at year-end.
We strengthen companies by putting the right financial systems, controls, and processes in place, and we help families and fiduciaries meet their duties with confidence. From setting up an estate or trust as its own legal and tax entity to coordinating valuations, filings, and final distributions, we focus on clear records, transparency, and compliance.
Our approach is proactive and planning-driven. We review your revenue, market conditions, and growth opportunities, as well as the tax rules and fiduciary standards that apply to you, and create a plan that guides both daily decisions and long-term goals.
We start by listening. Then we build a coordinated plan that spans tax, business, estate, and trust considerations. We’re comfortable serving as the central point of contact—pulling together attorneys, appraisers, financial institutions, and other professionals so that everyone is working from the same information.
Every engagement is supported by a detailed review process and responsive service. Whether we’re preparing multi-state returns, assisting with an IRS examination, or helping an executor complete required accountings, we aim for accuracy, clear documentation, and the best possible outcome.
From strategic business planning and tax compliance to estate administration and Delaware trustee services, our team provides coordinated support under one roof.
How your business is structured, how you manage your finances, and how you handle daily decisions all affect profitability. We help design Strategic Business Plans, improve financial systems and controls, streamline operations, and integrate AI tools where they can boost productivity and insight.
Talk about your businessMVS provides full-service tax support for individuals, families, businesses, estates, and trusts. We prepare all major federal, state, and local returns and focus on long-term planning, cash-flow awareness, and strategies that help you keep more of what you earn while staying fully compliant.
Discuss tax planningSettling an estate involves many legal, financial, and tax-related steps. We help executors and families create the estate as its own entity, secure and inventory assets, coordinate appraisals, pay bills and taxes, and prepare final accountings and distributions—with professionalism and compassion.
Get estate administration helpThrough Wheaton Capital Management Corporation, our affiliated company, we provide professional individual trustee services for trusts including Delaware trusts. We coordinate trust tax filings and accountings and can serve as trustee, trust protector, designated representative, or advisor, while keeping your existing advisory team involved.
Explore trust servicesDifferent states and cities enforce their own rules, and many taxpayers have filing requirements in multiple jurisdictions. We handle SALT research and filings nationwide, along with payroll tax returns, fringe benefit reporting, and compliance reviews, so you can stay ahead of changing regulations.
Review your filingsOur team provides specialized tax services such as R&D credits, cost segregation studies, like-kind exchanges, and accounting method reviews. If you receive an IRS or state notice, we respond on your behalf, work to resolve the issue efficiently, and guide you through examinations, appeals, and penalty abatement.
Ask about a tax issueWe focus on clients whose needs span tax, financial, and fiduciary responsibilities— where decisions affect not just today’s numbers, but future generations.
The same checklists, timelines, and planning frameworks we use in our work can help you understand what’s ahead and what questions to ask.
A step-by-step outline of key tasks for executors and family representatives—creating the estate entity, gathering assets, coordinating appraisals, paying debts and taxes, and documenting distributions to heirs and continuing trusts.
Request this checklistA framework for defining your target customers, documenting market research, planning campaigns, building a staffing and management plan, and projecting revenue, costs, and capital needs—so that daily decisions align with a clear vision.
Ask about business planningA structured review that looks at upcoming transactions, projected income, state nexus and filing requirements, and opportunities such as credits, elections, and accounting method changes—helping you plan ahead rather than react later.
Schedule a tax reviewWhether you are planning a new venture, addressing a tax notice, or settling a loved one’s estate, we will start with a focused conversation about your goals, risks, and responsibilities—and map out a plan that fits.
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