Contact Info
How Can We Help?
Choose a meeting for bookkeeping, tax preparation, business formation, CFO/controller support, IRS or state notice assistance, or CFTC/NFA regulatory financial operations.
For bookkeeping, bring your accounting software name, approximate monthly transaction count, number of accounts, and last reconciled month. For regulatory work, bring your business model, registration status, intended timeline, and systems list.
Send general questions to support@macnealllc.com. Request secure sharing instructions before sending tax documents, account details, or confidential business records.
For regulatory work, book the 20-minute regulatory discovery call or explore the readiness diagnostic.
Looking for a regulatory meeting? View regulatory compliance meeting options below.
Accounting, Tax & Bookkeeping
General Consulting
$50/hr (1 hour)
- Covers general consulting, business structure questions, tax strategy discussions, or any topic not directly tied to your current Mac Neal LLC services.
Quick Question
Free (15 minutes)
- For asking a quick question about our services, getting direction on which type of meeting/service is right for you, or gaining clarity on next steps before committing to a paid consultation or onboarding.
Tax Review
Free (15 minutes) Tax Season Only
- For clients to book when they want to review their taxes.
Bookkeeping Consultation
Free (15 minutes)
- Helps us learn more about your bookkeeping needs and guide you toward the right plan.
Bookkeeping Onboarding
Free With Service (1 hour)
- 1-on-1 onboarding for QuickBooks setup, chart of accounts review, bank feed verification, process discussion, and Q&A before full bookkeeping begins.
Payroll & W2s Consultation
Add-on Service (30 Min)
- For setting up or transitioning payroll into QuickBooks Payroll.
Tax Strategy & Planning
$150 (1 hour)
- This meeting is designed to help you proactively manage your tax situation so there are no surprises at tax time.
Personal & Corporate Tax Prep
Free (30 Minutes)
- For new clients beginning personal or business tax prep with Mac Neal LLC. We review the current tax situation and outline exactly what’s needed to move forward.
IRS/State Revenue Resolution
Free (30 Minutes)
- For clients facing tax problems—covers representation options and solutions for IRS or state revenue issues.
Regulatory Compliance & Financial Operations
Regulatory Compliance Discovery Call
20 minutes
- Discuss your business, regulatory goals and the service that best fits your needs.
Registration Readiness Diagnostic Kickoff
60 minutes
- Begin your $4,500 registration readiness diagnostic engagement.
Regulatory Automation Walkthrough
30 minutes
- Explore our regulatory finance and reporting automation prototype.
NFA Examination Readiness Assessment
60 minutes
- Review examination preparation needs and identify potential gaps.
Registration Build-Out Planning Session
45 minutes
- Discuss scope, responsibilities and timing following your diagnostic.
Financial Operations Consultation
30 minutes
- Explore ongoing regulatory finance, reporting and accounting support.