Tax Services
Tax Prep Service
McIntyre Financial
Get your taxes done
Secure your appointment with McIntyre Financial today and be prepared for a stress-free tax season!
100% ACCURACY
Our tax experts are here to guide you through any IRS or state audits or inquiries that may come your way
FILE TAXES FAST
Already filed elsewhere? We’ll bring your information into our system at no charge to streamline the process and cut costs.
24/7 SUPPORT
Hit a roadblock online? We’ll transfer your info to a nearby Liberty Tax® office where a pro can finish the job
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.
CAN WE STILL MEET?
Unlike our online competitors, we are a mobile and virtual firm. Schedule an appointment with an advisor, and choose mobile meet up, or online file.
Tax Preparation & Consulting 24/7
🌙 Available 24/7 — No need to wait for “tax office hours.”
🗽 Nationwide Service — We work with clients in all 50 states.
🔐 Secure Storage — Encrypted via Internxt, privacy guaranteed.
⚡ Fast & Accurate — Most returns prepped in under 24 hours.
📈 Expert Consulting — Year-round tax planning, not just filing season.
Account Login
secure cloud storage & more
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
Pricing- Charges Due At Appointment - Pay With Refund!
Simple W2 Return $85.99
State Return Included- $0.00
Simple Return (One Time Purchase)
Complex Return - $199.99
Business/Trust Return $399.99
Plus State Return + $60.00
Simple Return (One Time Purchase)
Sole Proprietor $229.99
State Return + $19.99
Simple Return (One Time Purchase)
Prices Do Not Include Tax
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)