Yacht Crew Quarterly Accounting & Tax Services


Year-Round Support. Smarter Tax Strategies. Built for Life at Sea.

  • What’s Included

    Quarterly Accounting and Bookkeeping
    We handle your bookkeeping on a quarterly basis, organizing your income, expenses, and deductions to ensure accurate reporting and year-round financial visibility.

    Quarterly Tax Planning
    We review your financials every quarter to optimize your tax strategy in real time. This allows us to adjust for new contracts, residency issues, or income changes well before tax season.

    Company Formation and Structuring
    Whether you're operating as a sole proprietor or transitioning to an LLC or S-Corp, we’ll guide you through the right setup for your needs, including legal formation, special tax elections, and IRS compliance.

    Payroll Processing
    We’ll manage your payroll setup and processing, whether you’re paying yourself through an entity or need compliant filings throughout the year. Our payroll services are fully integrated with your bookkeeping and tax planning.

    Bank Account Setup and Software Integration
    We can assist with setting up a dedicated business bank account and link it directly to our accounting software for seamless transaction tracking and automated reporting.

    Annual Tax Filing and Compliance
    At the end of the year, we’ll prepare and file your federal and state returns, taking full advantage of tax-saving opportunities related to yacht crew income, the Foreign Earned Income Exclusion, and self-employment tax structures.

    Secure Client Portal
    Clients gain access to our secure, cloud-based portal to upload documents, communicate directly with our team, and make payments. You’ll be able to stay connected with us easily from anywhere in the world.

  • Who This Is For

    -U.S. citizens working on yachts internationally or offshore.

    -Crew members earning over $90K and looking to reduce taxes.

    -Individuals forming or running their own crew business or entity

    -Anyone tired of scrambling at tax time and ready for year-round support

At McGregor Financial Services, we understand that yacht crew members have unique financial lives that don’t follow a traditional schedule. That’s why we offer a comprehensive quarterly accounting and tax planning service tailored to U.S. yacht crew working internationally or offshore.This isn’t just annual tax prep — it’s a proactive, ongoing service designed to help you stay compliant, reduce your tax burden, and keep your finances in order throughout the year.

Why Choose Quarterly Service Instead of One-Off Tax Prep?


Most yacht crew only think about taxes once a year — and often miss opportunities. Our quarterly service gives you real-time support and ongoing strategy, making it far more effective for managing cash flow, avoiding penalties, and legally reducing taxes.