Services

Tax Services

• Income Tax Returns (federal, state, local)

• Audit / examination assistance

• Sales Tax Returns

• Information Returns (1099)

• Estate / gift tax returns (706, 709)

Accounting & Auditing Services

Financial statement preparation, compilation, review and audit

• Financial reporting and analysis

 

Business Advisory Services

Cashflow planning, budgetting and forecasting

• Financial ratio and KPI analysis

• Entity choice, formation and structure

• Mergers, acquisitions and reorganizations

Personal Financial Planning Services

Retirement & financial

• Tax diversification strategies

• Tax efficient retirement draw-down strategies

• Roth conversion analysis

Payroll Services

• Administration and compliance

• Employee benefit consulting and implementation

• Retirement plan selection and implementation 

McKinley Financial Advisors

• Wealth and Portfolio Management

• Financial and Retirement Planning

McKinley Photo 7

Industries We Currently Work In

Construction Contractors

Oil and Gas Well Drillers

Real Estate Developers

Commercial and Residential Property Managers

Powdered Metal Manufacturers

Metal Fabricators

Lumber Mills

Logging Companies

Transportation

Software Developers

Media and Broadcast Companies

Retailers

Professional and Legal Service Firms

Restaurants and Food Service

Heating and Cooling Service Companies

Automotive Repair Shops

Veterinary Hospitals

Private Medical/Dental Practices

Physical Therapy Practices

Pharmacies

and more…

How to Get The Financial Clarity You Need

Meet with an Advisor

Help us understand your concerns and goals

Chart a clear financial future

Follow our actionable adice designed to free you to live the life you want!