Business owners • Investors • Complex income
Tax Planning & Advisory Services
Proactive tax planning and advisory for business owners, investors and high-income individuals. Get Enrolled Agent-led guidance before major decisions.
Learn moreMcGregor Financial Services provides tax, accounting, payroll, and financial administration. Select a service to see how the work is organized.
Business owners • Investors • Complex income
Proactive tax planning and advisory for business owners, investors and high-income individuals. Get Enrolled Agent-led guidance before major decisions.
Learn moreAccounting support for business owners
Business accounting, bookkeeping and financial reporting services from MFS. Get reconciled records, useful reports and support tailored to your business.
Learn moreAccounting cleanup • Catch-up bookkeeping
Accounting cleanup and catch-up bookkeeping from MFS. Reconcile accounts, correct records and prepare financial information for tax filing.
Learn moreBusiness owners • Investors • Complex returns
Business and complex individual tax preparation for owners, investors and multiple income sources. Discuss your filing needs with MFS.
Learn moreFiling Compliance
Help with IRS notices, tax correspondence and outstanding filings. MFS reviews your records, explains the issues and defines appropriate compliance support.
Learn moreCore services
Tax preparation, planning and resolution support for individuals and businesses.
Learn moreCore services
Books, reporting and financial records structured to help clients understand what is happening financially.
Learn moreCore services
Payroll administration and employer compliance support. Payroll services may be supported by CrewPay Inc., a McGregor company.
Learn moreCore services
Support for clients whose financial lives involve multiple entities, accounts, properties, vessels or operating activities.
Learn moreNext step
Whether the complexity comes from a vessel, a business, payroll, taxes or multiple financial responsibilities, MFS helps bring the financial picture together.
McGregor Financial Services
Speak with an advisor about tax, accounting, payroll, yacht ownership or the financial decisions affecting your business.
Speak With an Advisor