Menu of Services

Tax and Accounting

  • Year Round Tax and Accounting Services
  • Individual and Business Tax Preparation
  • Out of State Returns
  • IRS Problem Solving
  • Electronic Filing
  • Tax Planning and Consulting
  • Sales Taxes
  • QuickBooks Training and Support
  • Bookkeeping – Full Service or Review

Insurance

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Health Insurance and Senior Health Products
  • Insurance Planning

Planning Services

  • Retirement Planning
  • Tax Reduction Strategies
  • Cash Flow Analysis

 

Situations where you might need advice and are encouraged to call during the year.
In most cases there is no charge for these services.

  • Before receiving a distribution from a 401K, IRA or pension plan
  • Receive an inheritance
  • Have a new child
  • Have a change in your marital status
  • Life Insurance Reviews
  • Receive a notice from the IRS or State Department of Revenue
  • Any situation where you just want to talk, or get a second opinion

McAlpine Accounting & Tax Service, LLC
1012 Dunstable Lane
Ponte Vedra, FL32081
904-819-9782 or 912-427-8904
www.mc1040.com