Services for Your Business
From monthly bookkeeping and proactive tax planning to CFO advisory and CFTC/NFA financial operations, choose a service to see its scope, process, and next step.
Tax Services
Tax Return Services
We have the software, tools, and people to quickly process your taxes securely. We also include Audit & Identity Protection on all Tax Returns at no additional cost to you.
Entity Formation Services
LLC and corporation setup, EIN assistance, and S-Corp election support. Review the published packages, state filing fees, and engagement exclusions before you begin.
Controller/CFO Services
Every business needs a CFO to assist with business strategy, finance, and development. Running your business with a CFO will give you the advice, resources, and guidance you need to grow your business while we focus on the numbers effectively.
Strategic oversight, financial forecasting, and high-level advisory, starting at $1,500/month.
Regulatory Compliance & Financial Operations
Specialized support for CFTC and NFA registrants and applicants.
Bookkeeping Services
Monthly bookkeeping, bank and credit card reconciliations, transaction categorization, and financial statements for small businesses. QuickBooks cleanup and catch-up work can be scoped before recurring service begins.
- We assess your internal control systems for optimal performance
- We make recommendations that help your company become more profitable
IRS Resolution Services
Get help understanding an IRS or state tax notice, organizing supporting records, and evaluating next steps. Notice response, payment-plan assistance, and other resolution work are scoped to the issue and any applicable representation requirements.
Business Consulting
Proactive planning is the key to reaching your business’s financial objectives. We provide CFO-level expertise to start-ups and closely held companies in professional services and not-for-profit organizations.
Tax Strategy & Planning
Proactive, year-round planning connected to your income, estimated payments, bookkeeping, and business decisions.
QuickBooks Cleanup & Catch-Up
Review missing periods, reconcile accounts, resolve open items, and prepare a documented handoff to monthly bookkeeping or tax filing.
Financial Projections & Budgeting
See the financial implications before making the decision. Mac Neal LLC builds practical budgets, cash forecasts, and business scenarios using documented assumptions and your available records.
QuickBooks Setup & Training
Start with an accounting system your team can use. Mac Neal LLC helps small businesses structure QuickBooks, organize the reporting workflow, and learn the tasks that keep the books consistent.
Audit Preparation & Financial Reporting
Prepare the records before the request becomes urgent. Mac Neal LLC helps businesses organize accounting schedules, supporting evidence, and open items for an external audit, financial review, or other agreed reporting request.
International Tax & Foreign Payment Compliance
Foreign-payment reviews, Forms 1042/1042-S, W-8 documentation and focused cross-border reporting support.