How Our Services Work

 Two Clear Paths (Private vs Public)

đź”’ Private Advisory Membership

Best for clients who want ongoing guidance, priority service, and bundled value.

Included for Members: • Tax Preparation • Tax Consultations (Unlimited) • Bookkeeping • McIntyre LedgerWorks • Wealth Advisory (Non-investment) • Business Advisory • General Advisory • Notary Services • Priority Support 

đź“‚ Public Financial Services

For individuals who need professional help without membership.

 

  • Tax Preparation (W‑2, self‑employed, complex returns)

  • Tax Consultations (one‑time or as needed)

  • Cybersecurity & Data Protection Services

  • General compliance‑focused services


 

đź“‚ Public Financial Services

Tax Preparation/Tax Consultations

(one‑time or as needed)

Cybersecurity & Data Protection Services

General compliance‑focused services

Tax Services 

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

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

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.