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Tax Return Preparation Services

Accurate. Compliant. On Time.

At McGregor Financial Services, we offer professional tax return preparation services for U.S. citizens, residents, and yacht crew members who need a reliable, one-time solution during tax season. Whether you’re filing a straightforward return or navigating more complex situations involving foreign income, self-employment, or multiple state filings, our team is here to ensure your return is accurate, compliant, and optimized for savings.

 This service is ideal for those who are looking for trusted support during tax season without the need for ongoing quarterly planning.

  • Who This Service Is For

    -U.S. citizens and residents needing a one-time tax return filing

    -Yacht crew or marine professionals without quarterly service needs

    -Self-employed individuals or sole proprietors filing Schedule C

    -Anyone seeking accurate, compliant filing with minimal hassle

  • What’s Included

    Federal and State Tax Return Preparation
    We prepare and file your federal and applicable state tax returns, ensuring compliance with IRS regulations and proper reporting of all income types, including W-2, 1099, self-employment, and foreign earnings.

    Foreign Earned Income Exclusion (FEIE)
    For yacht crew working offshore, we’ll assess your eligibility for the Foreign Earned Income Exclusion under the Physical Presence Test or Bona Fide Residence Test and apply the appropriate exclusions to reduce your tax liability.

    Self-Employment and Business Income
    We handle returns for sole proprietors and single-member LLCs, including the accurate reporting of business income and expenses on Schedule C, and help identify potential deductions specific to your role in the yachting or marine industry.

    Multi-State Filings
    If you’ve lived or worked in multiple states, we’ll take care of the necessary state filings to ensure you remain compliant and don’t overpay.

    FBAR and Foreign Reporting
    If you have foreign bank accounts or assets, we’ll determine your filing requirements for FBAR and FATCA and complete the necessary reports as part of your return package.

    Electronic Filing and Direct Deposit
    We file electronically with the IRS and states to ensure fast processing, and we offer direct deposit setup for quicker refunds.

    Secure Client Portal Access
    All clients receive access to a private online portal where you can upload documents, track progress, sign forms, and communicate directly with our team.

  •  How It Works

  1. Create your client portal and submit your tax documents securely

  2. We’ll review your information and prepare your return

  3. Once approved, we’ll file electronically and provide a copy for your records