Core services

McGregor Financial Services provides tax, accounting, payroll, and financial administration. Select a service to see how the work is organized.

Tax, accounting and compliance

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.

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Accounting cleanup • Catch-up bookkeeping

Records Cleanup & Tax Readiness

Accounting cleanup and catch-up bookkeeping from MFS. Reconcile accounts, correct records and prepare financial information for tax filing.

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Filing Compliance

IRS Notice & Filing Compliance

Help with IRS notices, tax correspondence and outstanding filings. MFS reviews your records, explains the issues and defines appropriate compliance support.

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Additional service areas

Core services

Tax Services

Tax preparation, planning and resolution support for individuals and businesses.

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Core services

Accounting

Books, reporting and financial records structured to help clients understand what is happening financially.

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Core services

Payroll

Payroll administration and employer compliance support. Payroll services may be supported by CrewPay Inc., a McGregor company.

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Core services

Financial Administration

Support for clients whose financial lives involve multiple entities, accounts, properties, vessels or operating activities.

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Next step

Your Financial Life Shouldn’t Feel Fragmented.

Whether the complexity comes from a vessel, a business, payroll, taxes or multiple financial responsibilities, MFS helps bring the financial picture together.