INDIVIDUAL
TAXES & FINANCES

TAX MANAGEMENT

We use tax software that helps you understand your receipts, bills, and notices as well as allow us to file federal, state and local tax jurisdictions. With our expertise, experience and thorough analysis, we can personally optimize your financial opportunities. 

IRS REPRESENTATION

Professional representation is crucial during an audit, and putting your worries at bay is our number one priority. That’s where our experience with tax authorities allows us to provide IRS representation through federal and state agencies. Once we discuss your needs and answer your questions, we will represent you in the best way.

INDIVIDUAL ACCOUNTING SERVICES

McAfee and Associates P.C. maintains relationships with other accounting firms for when assurance or attest services are required for banking and bonding purposes. The accounting services are primarily focused on preparation of individual, fiduciary, partnership, including LLC and corporate income tax returns.

FINANCIAL BENEFITS:

  • General ledger reconciliation
  • Adjusting journal entries
  • Asset addition
  • Current and future depreciation schedules

  • Accounting system setup and support
  • Payroll processing
  • Payroll tax entries

FINANCIAL TOOLS

Our dynamic and personalized financial calculators will help you plan your financial matters. Since we offer several different financial tools, it is important to us that we find exactly what you are looking for. In doing so, we take care of your personal financial worries, so you don’t have to.

  • Home & Mortgage
  • Investment
  • Insurance
  • Income

  • Retirement
  • Debt
  • College

LIFE EVENTS

Whether it be marriage, divorce or death of a loved one. It can be hard to predict what the future has in store for you, so it’s important you have someone on your side to handle those life events.  With over a decade of dedicated financial guidance, we point you in the direction that best fits your life.