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
• Cash flow planning, budgeting 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
Industries We Serve
Construction Contractors
Oil and Gas Well Drillers
Real Estate Developers
Commercial and Residential Property Managers
Powdered Metal Manufacturers
Metal Fabricators
Forestry and Timber
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 advice designed to free you to live the life you want!