McNeil Planning and Consulting Firm
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McNeil Planning and Consulting Firm

Signed in as:

filler@godaddy.com

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  • Contact Us

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Our Services

Small Business Services

To book a service or a consultation, please complete the form located under the "BOOK NOW" tab and click "Book" next to the service that you are interested in.

Business Analysis

Our consultants will thoroughly analyze the business operations, organizational structure, financial health and overall performance of your company as well as identify strengths, weaknesses, opportunities, and threats that may be present. We will provide a detailed report outlining our findings that will include a recommended plan of action tailored to your business needs.

Small Business Start-Up

You provide the vision and we will take it from there. This ALL INCLUSIVE hands off approach allows our team to build your business from start to finish. Registering your business with local, state and federal municipalities, we do it all so that you can focus on the real details. This service comes with a complimentary 30-minute consultation to ensure that your business is off to the right start.

Non-Profit Development

This service includes the Small Business Start-Up package and is tailored to Non-Profit organizations and their needs. We assist in creating all governing documents as well as provide important resources to obtain and maintain your tax exempt status.


Tax Services

Tax Preparation

Our firm provides corporate and individual tax advisement and consulting year round. Our preparers will analyze financial data as it applies to applicable tax laws and regulations to calculate tax liability or overpayment. We strive for transparency as we work to ensure accurate reporting of income, expenses, deductions and credits.

Tax Preparer Course

This course will dive into the details of individual tax preparation.  Students will learn how to gather and analyze personal financial information to calculate taxable income, refunds and credits. This course will focus on the Internal Revenue Service's rules and regulations as it applies to taxation.

Contact us for additional information regarding our services.


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