Menu of Services
Tax and Accounting
- Year Round Tax Services
- Individual and Business Tax Preparation
- Out of State Returns
- IRS Problem Solving
- Electronic Filing
- Tax Planning and Consulting
Insurance
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Health Insurance and Senior Health Products
- Insurance Planning
Planning Services
- Retirement Planning
- Tax Reduction Strategies
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