Tax Preparation & Advisory

McIntyre Economic Advisors

Strategic. Accurate. Built to Protect You.

At McIntyre Economic Advisors, tax preparation is not a once-a-year transaction—it’s a year-round advisory service designed to protect your income, maintain compliance, and support smarter financial decisions.

As a private advisory firm, we approach taxes with discipline, structure, and foresight. Our goal is simple: get it right, plan ahead, and eliminate surprises.

More Than Filing a Return

Anyone can file a tax return. We focus on understanding the full picture behind the numbers.

Our tax services are built around:

Accuracy and compliance
Proactive planning and timing
Education so you understand what you’re signing
Coordination with your broader financial and business goals

We don’t rush filings, cut corners, or chase questionable deductions. We do it the right way—because that’s how you stay protected.

Tax Services We Offer

Our tax preparation and advisory services include:

Individual tax preparation
Self-employed and small business tax returns
Schedule C and pass-through income support
Basic tax planning and forecasting
IRS and state notice guidance
Year-round tax advisory access for members

All services are delivered through our secure virtual office.

Who This Is For

This service is ideal for:

Individuals and families who want accuracy and peace of mind
Entrepreneurs and self-employed professionals
Business owners who want structure, not last-minute scrambling
Clients who value ongoing advisory support—not just a seasonal service

If your income is changing, your business is growing, or your situation is more than “simple,” you belong here.

Our Tax Philosophy

Taxes should never be reactionary.

We believe in:

Planning ahead instead of fixing problems later
Staying compliant while using the law responsibly
Clear communication with no jargon or pressure
Conservative, defensible positions

Our role is to help you make informed decisions—not risky ones.

Membership-Based Tax Support

Individual Plan

Starting at

$149 Per Year

✅ Tax Preparation ($59.99Yr)
✅Tax Consultations (Included)
✅Wealth Advisory (Included)
✅General Advisory (Included)
✅Notary Service (Included)
✅McIntyre Wealth Software (Included)
✅McIntyre Circle Software (Included)
✅Cyber Security @ $19.99 Per Month

✅FINTYRE AI, private advisory assistant (Included)

Entrepreneur Plan

Starting at

$119 Every 4 Months

✅ Tax Preparation $299.99
✅Tax Consultations (Included)
✅Bookkeeper -$29.99 Every 4 months
✅McIntyre LedgerWorks (Included)
✅Wealth Advisor $49.99 Every 4 months
✅General Advisory (Included)
✅Business Advisory (Included)
✅Notary Service (Included)
✅Priority Support (Included)
✅Cyber Security @ $29.99 PerMonth
✅McIntyre Wealth Software (Included)
✅McIntyre Circle Software (Included)

✅FINTYRE AI, private advisory assistant (Included)

Executive Plan

Starting at

Monthly $165.66

Annual $1,988

✅Tax Preparation (Included)
✅Tax Consultations (Included)
✅Bookkeeper (Included)
✅McIntyre LedgerWorks (Included)
✅Tax Consultations (Included)
✅Wealth Advisor (Included)
✅General Advisory (Included)
✅Business Advisory (Included)
✅Notary Service (Included)
✅Priority Support (Included)
✅Cyber Security (Included)
✅McIntyre Wealth Software (Included)
✅McIntyre Circle Software (Included)

✅FINTYRE AI, private advisory assistant (Included)

FILE YOUR TAXES REMOTELY

Securely upload your tax documents and we'll do the rest.

Schedule Appointment

This is where our journey begins. Get to know our business and what we do, and how we're committed to quality and great service. Join us as we grow and succeed together. We're glad you're here to be a part of our story.

Create An Account

Provide basic info, talk with advisor

Upload Your Forms

Securely upload your tax documents and we'll complete your taxes for you.

WHAT SHOULD I UPLOAD

Whether you’re employed, unemployed, married, single, got 5 kids, or work 3 jobs, there’s tax information that fits your situation. Below are some common forms you might include.

FORM W-2

This is your wage and tax statement. Employers file a Form W-2 for each employee from whom income, social security, or Medicare tax was withheld

FORM 1099-NEC or MISC

For non-payroll income including wages for workers who are considered “self-employed”; they own businesses, freelance, take consultancy or gig work, or operate as independent contractors.

FORM 1098-E or T

Did you pay for college tuition or interest? File a 1098-E if you receive student loan interest of $600 or more from an individual during the year. File 1098-T for reimbursements or refunds of qualified tuition and related expenses

FORM 1099-DIV

This form is for reporting stocks and mutual fund income. Yes, that includes if you invested in any “meme stocks” like AMC and GameStop.

Account Login

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Tax Preparation Meeting Checklist

Internxt's internationally recognized zero-knowledge encryption, only you and the people you choose can access your files — not even us.

Tax Preparation Checklist

Tax Prep Checklist to ensure you have the necessary items to prepare your return.

PERSONAL INFORMATION

Every year the IRS rejects returns that don't have matching data. To help get this right, please secure:

Prior year's tax return. (for new clients only)
Federal and State estimated tax payment amounts.
Photo identification, such as driver's licenses or military ID cards.
Social Security numbers for every family member.
Birth date for every family member.
Stimulus check amount.
W-2 forms from any employers.
Bank account details. (for direct deposit only)

If applicable:

Form 1099-G (unemployment compensation).
WE DO NOT FILE RETURNS THAT HAVE INVESTMENT INCOME, RETIREMENT INCOME, ETC

PERSONAL DEDUCTIONS

Deductions are where you can save big when it comes to your final bill. So it's essential to take the time to track down as many relevant expenses as possible.
Expenses to look for include:

Primary residence documents, including form 1098 (Mortgage Interest Statement), property tax records, and expenses related to energy-saving improvements.
Receipts for childcare expenses paid.
Charitable donation receipts.
Expenses related to any rental properties.
College credit documents, including form 1098-T (Tuition Statement) and 1099-Q (Payments from Qualified Education Programs).
College Choice Advisor 529 Savings Plan
Estimated amounts of out-of-pocket medical expenses.

Our Services

- Simple (W2) Personal Tax Return

- Business Returns

- Sole proprietor Return

IMPORTANT IRS PHONE NUMBERS

● IRS 800-829-1040
(General IRS phone number)

● ID/PIN 800-908-4490
(Retrieve your yearly PIN)

● Transcript 800-908-9946
(Summary of your return)

● Employee Retention Credit (877) 777-4778
(ERC)

● Tax Advocate 877-777-4778
(Someone to help you with any tax related problems)

● Offset Line 800-304-3107 (Find out if you owe)

Business Tax Service