Bookkeeping · Tax · CFO · CFTC/NFA Compliance
Clarity in Your Numbers. Confidence in Your Business.
Bookkeeping, tax preparation and CFO support for small businesses and individuals, plus specialty tax and compliance work for investment, international and regulated firms. Led by a founder with 15+ years across accounting, the CFTC and the NFA.
- Former CFTC & NFA professional
- M.S. Accounting
- Serving clients since 2013
- All 50 states · English & Español
TAKE THE HASSLE OUT OF FILING YOUR TAXES
Automated Tax Filing
1. Individual Returns
Basic 1040 with standard deductions, up to 2 W-2s, no investments.
2. Student Returns
(simplified return)
3. Senior Returns
(includes SSA-1099, RMDs, etc.)
4. Business Tax Filing
Quick and Easy. From 1099’s to quarterly filings with federal and state tax departments. We have you covered.
5. Partnership Returns (Form 1065)
Includes up to 2 K-1s. Clean bookkeeping assumed.
6. S-Corp / C-Corp Returns
Includes reasonable bookkeeping tie-out and 1 state return.
7. Standalone Business Tax Filing
Trust us to optimize your financial success through seamless and efficient tax solutions tailored to your business needs.
8. IRS Resolution
· Payment plans: $400–$600
· Garnishment/lien release: $700–$1,000
· Audit representation: $1,500–$3,000 per year audited
· Offer in Compromise: $2,000–$4,000
9. Add-Ons & Special Situations
- Multi-state returns: +$200/state
- Tax planning session: $150/hour
- IRS audit response support: $400 minimum retainer
- Cleanup bookkeeping (if books are incomplete): $100/hour
-Fee Withholding from Return: $62.90 (includes a bank fee of $39.95 and a software fee of $22.95)
Why Choose Mac Neal LLC?
From monthly bookkeeping and tax-ready financials to CFTC/NFA regulatory operations, Mac Neal LLC connects accurate records with practical support.
Meet Mac Neal LLC in 60 seconds
Regulatory Background
15+ years across the CFTC, NFA and Mizuho Securities, applied to your books.
Clear Scope, Written Quotes
You know the price and what’s included before any work starts.
Secure by Default
Documents move through a secure client portal, never ordinary email.
Bilingual, Nationwide
English and Spanish, serving all 50 states from Chicago and San Diego.
Find the Right Support
Keep the books current. Plan your next move. Build a stronger regulatory finance process.
Small Businesses & Individuals
Monthly books, tax returns and planning, all through one secure portal.
- Monthly Bookkeeping
- QuickBooks Cleanup
- Tax Preparation
- Tax Strategy & Planning
- Controller & CFO Services
- Entity Formation
- IRS & State Tax Resolution
- Business, Systems & AI Consulting
For businesses with complex needs
Specialty Tax & Compliance
Fixed-scope diagnostics, written quotes and work led by our regulatory background.
- International Withholding & Cross-Border ComplianceW-8s, Forms 1042/1042-S, 5472 · diagnostic from $1,500
- SPV & Investment Partnership TaxForm 1065 and investor K-1s · from $1,300
- Business Tax Catch-Up & RemediationSeveral years behind · diagnostic from $1,500
- CFTC & NFA Regulatory Financial OperationsRegistration, net capital, 1-FR, exam readiness
Resource Hub
Free guides for taxes, books and IRS letters
34 plain-English PDF guides from Mac Neal LLC, free to download.
Get your free guide
Latest News
Check Our Latest Tips & News
Financial Confidence newsletter: a 30-minute monthly financial review, three questions to ask about every report, and the free Monthly Business Financial Review Checklist.
A practical guide to the profit and loss statement, balance sheet, and cash flow statement, the questions to ask about each one, and a 30-minute monthly review that turns bookkeeping into decisions.
Find Your Starting Point
Do you provide virtual services?
Mac Neal LLC serves clients virtually. The engagement confirms the state, business, tax, or registration-specific scope before work begins.
Can bookkeeping and tax planning work together?
Yes. Accurate books give the planning conversation a better starting point. Bookkeeping, planning, and tax preparation are separately scoped unless your agreement combines them.
Where should a CFTC/NFA applicant start?
Start with the regulatory compliance overview and a scope conversation. The existing readiness diagnostic helps define financial operations gaps and the implementation sequence.