Tax, Accounting & Financial Services Built Around You
Our Services
Taxes and financial decisions rarely exist in isolation.
A business decision can affect your personal taxes. An investment can create capital gains and estimated tax obligations. Cryptocurrency activity can introduce complicated reporting requirements. And as a business grows, basic accounting may eventually need to evolve into more strategic financial guidance.
Mac Tax brings these areas together.
Our team provides personal and business tax services, cryptocurrency tax expertise, accounting and bookkeeping, proactive tax planning, fractional CFO services, business consulting, Research & Development (R&D) Tax Credit services, and IRS representation.
Whether you need help filing an annual return or navigating a more complex financial situation, Mac Tax provides professional expertise and a modern approach to help you understand what comes next.
Explore Our Services
Business Tax & Accounting
Services
Running a business creates tax and financial responsibilities that extend far beyond an annual return.
Mac Tax works with businesses across different stages of growth, providing tax preparation, accounting, bookkeeping, planning, and advisory services designed to help owners stay compliant and make better-informed financial decisions.
Our team also reviews potential deductions and credits relevant to each business, helping owners identify and utilize eligible tax opportunities while remaining compliant with applicable requirements.
Business services include:
Business Tax Preparation
- S Corporation Tax Preparation
- Partnership Tax Preparation
- C Corporation Tax Preparation
- Small Business Accounting
- Bookkeeping
- Business Entity & Organizational Structuring
- Sales Tax Support
- Business Tax Planning
- Research & Development (R&D) Tax Credits
- Business Consulting
- Fractional CFO Services
- IRS & State Income Tax Representation
Business Tax Preparation
Different business structures create different tax considerations.
Mac Tax prepares federal and applicable state tax returns for S corporations, partnerships, and C corporations, while providing guidance around the requirements associated with each entity type.
For S corporations, our team can help owners evaluate reasonable compensation and tax optimization involving W-2 wages and S corporation profit while remaining mindful of applicable Subchapter S requirements.
For partnerships, Mac Tax can review operating agreements and work with complex allocation structures, including waterfall allocations, while considering the technical requirements of Subchapter K.
For C corporations, we help clients navigate entity-level taxation, compensation and distribution considerations, retained earnings, and the potential for double taxation.
Research & Development (R&D) Tax Credits
Your business may qualify for valuable federal and state R&D tax credits without realizing it.
Mac Tax helps businesses identify potentially qualifying research activities and expenses, calculate eligible credits, and navigate the documentation and reporting requirements involved in claiming these tax benefits.
Whether your company is developing new products, improving processes, or investing in software and technology, our team can help evaluate potential R&D tax credit opportunities.
Personal Tax Services
Your individual tax return may involve much more than W-2 income.
Investments, business ownership, cryptocurrency, foreign income, capital gains and losses, and other financial activity can create additional reporting and planning considerations.
Mac Tax provides personal tax preparation and guidance designed to help individuals accurately report their financial activity while understanding the broader tax implications of the decisions they make.
Personal tax services include:
Individual Income Tax Preparation- Capital Gains Reporting
- Cryptocurrency Tax Reporting
- Foreign Income Tax Reporting
- Tax Planning
- Estimated Tax Planning
- IRS & State Income Tax Representation
For taxpayers with international financial activity, Mac Tax can also assist with applicable reporting such as FBAR (FinCEN Form 114), Forms 1040-NR, 2555, 1116, 8938, W-7, 5471, 8858, and 8865, depending on the client’s circumstances.
Cryptocurrency Tax
Services
Cryptocurrency creates tax-reporting challenges that many traditional accounting firms do not routinely handle.
Mac Tax combines specialized cryptocurrency and NFT tax experience with the broader tax knowledge of a CPA firm.
Our team helps clients organize and reconcile digital-asset activity, address missing cost basis, calculate applicable capital gains and losses, and work through complicated transaction histories involving multiple exchanges and wallets.
Cryptocurrency tax services include:
- Cryptocurrency Tax Reporting
- Cryptocurrency Transaction Reconciliation
- Cost-Basis Review
- Capital Gains & Loss Reporting
- NFT Tax Reporting
- IRS Crypto Compliance
- Prior-Year Cryptocurrency Reporting Review
- Cryptocurrency-Related IRS Support
- Cryptocurrency Mining & Staking Income Reporting
- Decentralized Finance (DeFi) Tax Reporting
- Cryptocurrency Loans & Collateral Tax Considerations
- Cryptocurrency Scam & Theft Loss Tax Assistance
- Cryptocurrency Ponzi Scheme & Theft-Loss Deduction Evaluation
Cryptocurrency Tax Reporting
A cryptocurrency tax report is only as reliable as the transaction information behind it.
Transfers, missing cost basis, incomplete exchange histories, duplicate transactions, and incorrectly categorized activity can all affect the final result.
Mac Tax helps clients work through the underlying data rather than simply relying on software-generated totals. Our team has experience with cryptocurrency tax platforms including ZenLedger, CoinTracker, Koinly, and Summ.com and can apply professional tax knowledge when transaction histories require additional reconciliation.
Tax Planning
Good tax planning happens throughout the year, before the tax year is over — not when April 15 arrives and many planning opportunities have already passed.
Mac Tax provides proactive tax planning for individuals and businesses, helping clients understand how upcoming financial decisions may affect their tax position while there may still be time to act.
Planning may involve income, investments, business structure, owner compensation, capital gains, cryptocurrency, deductions and credits, estimated taxes, or other significant financial or life changes.
Our team can also help taxpayers evaluate required federal and state tax payments, including estimated tax obligations, to help reduce the risk of underpayment penalties and interest.
Small Business Accounting &
Bookkeeping
Reliable financial information creates the foundation for better business decisions.
Mac Tax provides accounting and bookkeeping services designed to help businesses maintain organized records, understand their financial position, prepare for tax obligations, and develop stronger financial processes.
Our QuickBooks-based bookkeeping services can help maintain financial information throughout the year, while our broader small business accounting services help owners better understand what those numbers mean for the company.
Fractional CFO Services
As businesses grow, financial questions often become more strategic.
Mac Tax provides fractional CFO services for companies that need higher-level financial insight without hiring a full-time Chief Financial Officer.
Depending on the needs of the business, our fractional CFO services may include financial analysis, budgeting, forecasting, cash-flow guidance, financial reporting, and strategic decision support.
By connecting CFO-level guidance with accounting and tax expertise, Mac Tax can help business owners better understand where the company stands today and plan for what comes next.
Business Consulting
Important business decisions can create financial, accounting, and tax consequences at the same time.
Mac Tax provides business consulting that brings these perspectives together.
Whether you’re establishing a business, evaluating an S corporation election, reviewing financial performance, improving accounting processes, or navigating a significant change, our team can help you understand the financial and tax considerations behind the decision.
IRS & State Income Tax
Representation
An IRS or state tax notice, audit, or unresolved tax issue can quickly create uncertainty.
Mac Tax provides IRS and state income tax representation, including notice and audit resolution services for individuals and businesses across all 50 states. Our team can review tax correspondence and relevant financial information, help identify the underlying issue, and assist in determining an appropriate response or resolution.
Our cryptocurrency tax expertise also allows us to assist with IRS and state tax matters involving digital assets and complicated cryptocurrency reporting.
Not Sure Which Service You Need?
You don’t need to diagnose your tax or accounting problem before contacting us.
Financial situations often overlap.
A business tax question may affect your individual return. A cryptocurrency problem may actually be a capital gains or IRS compliance issue. Incomplete bookkeeping may be creating problems with tax preparation. Or a growing company may need more strategic financial support than the owner initially realized.
Tell us what’s happening.
The Mac Tax team can help identify the services that may be appropriate for your situation and determine the next step.
Why Work With Mac Tax?
CPA Expertise
Mac Tax brings together Certified Public Accountants and experienced tax and financial professionals with expertise across individual and business taxation.
Traditional & Specialized Tax Knowledge
Our practice combines established personal and business tax expertise with specialized knowledge in areas such as cryptocurrency, Research & Development (R&D) Tax Credits, and international tax reporting.
Business Services That Grow With You
From bookkeeping and annual tax preparation to business consulting and fractional CFO services, Mac Tax can provide additional levels of financial support as your business becomes more complex.
Proactive Tax Guidance
We believe some of the most valuable tax conversations happen before a decision is made. Our tax-planning approach helps clients understand potential implications while there may still be time to act.
Modern Technology
We use modern accounting and tax technology to make communication, financial reporting, document sharing, and collaboration more efficient and secure.
One Connected Financial Relationship
Tax preparation, accounting, bookkeeping, planning, cryptocurrency, and financial strategy can affect one another. Bringing those capabilities together allows Mac Tax to look at more of the client’s financial picture.
FAQ
Frequently Asked Questions About Mac Tax Services
Mac Tax provides personal and business tax preparation, cryptocurrency tax services, small business accounting, bookkeeping, tax planning, fractional CFO services, business consulting, Research & Development (R&D) Tax Credits, IRS and state income tax representation, and other tax and financial services.
Yes. Mac Tax provides services for individual taxpayers and businesses. This can be especially valuable for business owners whose company activity directly affects their personal tax situation.
Yes. Cryptocurrency and NFT taxation are specialized areas of the Mac Tax practice. Services include cryptocurrency tax reporting, transaction reconciliation, cost-basis review, capital gains reporting, and IRS crypto compliance.
Mac Tax provides business tax preparation for S corporations, partnerships, and C corporations and also assists with entity setup and S corporation elections.
Yes. Mac Tax offers services that extend beyond annual tax preparation, including bookkeeping, accounting, tax planning, business consulting, and fractional CFO support.
Yes. You don’t need to know the exact service before contacting Mac Tax. Tell our team about your situation, and we can help determine which area of our practice may be appropriate.