services

Tax Preparation and Planning

Take the stress out of tax time.

The professionals at McDonald Tax and Wealth have the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning.

Our tax services including the following:

  • Individual Tax Preparation

  • Business Tax Return Preparation 

  • Gift & Estate Tax Return Preparation

  • Partnership & Corporate Tax Preparation

  • Tax & Education Planning

  • Returns for all 50 states

our process

A customized approach.

Here at McDonald Tax and Wealth, we believe that each of our tax clients should have an understanding of the ins and outs of their unique tax situation. While other tax firms and big box tax compliance chains will prepare a tax return with little to no client involvement, we take a more consultative approach, providing our individual tax compliance clients with as much detail as possible about their tax return.

In an effort to provide concierge-level service, ALL individual tax returns we prepare include a customized video walk through where we highlight important information relevant to your tax situation. This video is hosted by our tax professional and is available for you to review prior to your final approval of your tax return. It’s one of the favorite little extras that we love to offer to our clients!

What our clients are saying about

our video walk throughs…

  • "Thank you so very much for your awesome explanation...so very helpful!"

    -Constance G.

  • “That was wonderful! You hit on all of the q's I had. Really digging the walk through and how much info you managed to squeeze in!”

    -Amber P.

  • “Thank you! We appreciate your work and the great explanation video.”

    -Angelo C.

  • "Very clear and helpful!"

    -Johnny J.

  • “This is a new world for me so thank you for explaining it all!”

    -Nigel D.

  • “Thank you! 🙏 You're AWESOME!”

    -Dirk V.

  • “You answered so many of my questions! You are amazing!!!!”

    Nancy M.

  • "Exactly what I needed. I appreciate all of your expertise!"

    -Anonymous