Private Advisory. Limited Access. Built on Trust.

McIntyre Economic Advisors operates as a private advisory firm. All services listed below are available exclusively to approved private clients under a monthly or annual retainer.

We do not offer walk-in, one-time, or public-facing services.

How Our Services Work

Private clients engage with the firm on an ongoing basis. This structure allows us to:

 

  • Provide proactive guidance instead of reactive fixes

  • Maintain strict confidentiality and controlled access

  • Deliver consistent oversight across financial and administrative areas

  • Limit our client roster to preserve quality and responsiveness

 

All Services Are Offered Under Private Engagement Only

Joining Our Private Client Circle

Engagement with McIntyre Economic Advisors is offered through our Private Client Circle — a limited group of individuals and businesses who operate under ongoing private engagement.

Membership is granted by application and approval only.

To join the Private Client Circle, prospective members must:

  • Apply for consideration

  • Agree to firm standards and communication policies

  • Enter a monthly or annual private retainer

Membership is limited to preserve discretion, service quality, and access.

Tax Services (Private Clients)

Designed for individuals and businesses who want continuity—not seasonal, rushed filing.

  • Annual tax preparation

  • Ongoing tax consulting and planning

  • IRS correspondence support

  • Entity and filing guidance

  • Year-round availability under retainer

No one-off tax returns. No last-minute filings.

Wealth & Financial Structuring

Non-investment advisory focused on organization, protection, and long-term structure.

  • Household and business financial structuring

  • Banking and account organization

  • Net worth tracking and reporting

  • Asset and liability coordination

  • Financial education and strategy discussions

We do not sell investments or products. Guidance is educational and structural.

Bookkeeping & Business Oversight

Structured, monthly services for businesses that value clarity and accountability.

  • Monthly bookkeeping

  • Financial organization and reporting

  • Business income and expense oversight

  • Compliance support and documentation

  • Coordination with tax services

This service is provided monthly only and is not offered à la carte.

Business Consulting & Compliance Guidance

For business owners who want fewer surprises and cleaner operations.

  • Business formation and restructuring guidance

  • Operating workflows and controls

  • Compliance explanations and document preparation

  • Strategic planning sessions

  • Ongoing advisory support

Provided under private engagement only.

Secure Data Protection & Document Vault

Privacy is foundational to our firm.

  • Encrypted document storage

  • Secure file sharing

  • Family and legal document vault

  • Limited-access client portal

  • Data protection best practices

Access is granted only to approved private clients.

What We Do Not Offer

To maintain service quality, we do not provide:

  • One-time or transactional services

  • Walk-in or same-day appointments

  • Public consultations

This allows us to serve our private clients properly.