Mackey Financial Services

Who We Are: Mackey Tax Professionals and Financial Services

Mackey Tax Professionals and Financial Services is a dedicated financial firm based in Marion, committed to providing individuals and businesses with the financial services they need to succeed. Our team of experienced professionals is passionate about delivering top-notch financial assistance at a price that our clients can afford. We understand that managing finances can be daunting and time-consuming, which is why we offer a wide range of services tailored to meet your specific needs.

Our Tax Expertise

At Mackey Tax Professionals, we specialize in tax preparation for both individuals and businesses. We understand that tax laws are constantly changing, and it can be challenging to keep up with the specific changes that affect you and your business. That's why our tax experts prepare your individual and business tax returns and advise you on ways to minimize your tax liability. We take the frustration out of tax season, ensuring that every box is checked and every possible dollar is saved. Whether you need an expert to review your tax forms or require assistance from scratch, we're here to help.

We are proud to serve as tax professionals for Marion businesses, providing personal tax help to ensure every client's financial success. Our team is dedicated to navigating the ever-changing landscape of tax laws, saving you time, and helping you maintain compliance. We prioritize accuracy and efficiency, giving you peace of mind.

Notary Public Services

For your convenience, we offer notary public services to witness and authenticate the execution of documents and signatures. Our notary public services are available both in-person and electronically, allowing us to accommodate your needs when in-person visits are inconvenient.

Payroll Services

Managing payroll and withholding can be overwhelming with the numerous local, state, and federal tax laws that interact. Our payroll experts manage these business functions for you, ensuring that you remain compliant with the tax laws that may affect you and your business. With our payroll services, you can focus on growing your business, while we handle the complexities of payroll and withholding.

Retirement Planning

With individuals spending more time in retirement than in years past, it is more crucial than ever to financially plan for this stage of life. Whether you're planning for your own retirement or choosing a retirement plan for your business, we can help you weigh all the options and make a choice that is appropriate for you.

Buy-Sell Agreements

When buying or selling an asset, we can help you at every step of the process. We can help you put a value on the asset changing hands, perform due diligence, and assist with financing strategies for any purchase that takes place.

Asset Protection

Every person and business has a range of assets that would be expensive or difficult to replace. Our selection of asset protection policies can help insure you against theft, loss, or destruction of the things that are important to you.

Life Insurance

Depending on your stage in life and your individual circumstances, your life insurance needs and considerations can vary greatly. Contact our office to learn more about a life insurance policy that may be right for you.