It is important as a retiree to ensure that you are taking your retirement income from the most efficient area of your nest egg.  We will examine your taxes closely to help you minimize your tax liability.  We aim to help you save even more during tax season by preparing taxes at a reduced rate for our valued clientele.

Tax Preparation
Tax Planning PreparationWe believe our clients benefit greatly when their taxes and finances are fully aligned, so as a part of our suite of services at McGregor Shaffer our accountants are ready to help you prepare your taxes and aim to help you pay only what is necessary.

Save Money with in-House Tax Preparation
Starting at $99, our professional tax accountants will prepare your taxes and identify every opportunity for you to save money. Additional fees only apply to advanced filing such as extra states and business taxes. Any additional fee will be quoted UP FRONT, no surprises.

Reduce Your Taxes with Tax Planning
You will have our expertise on your side to help take advantage of additional tax deductions, credits, exemptions and adjustments available to you. Our tax advisors strive to find ways to minimize your taxable income while also building long-term solutions that may lead to even greater tax savings down the road.