Tax Services

By McIntyre Financial LLC

Tax Services

Services Below

Leading Tax Service & Consultation Company

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Tax Preparation 

We understand that filing taxes can be a daunting task. That's why we're committed to providing you with the support and guidance you need to ensure that your taxes are filed accurately and on time

Tax Return

Our expert team of tax professionals is dedicated to providing you with the best possible experience when it comes to filing your taxes. We understand that the tax process can be overwhelming and confusing, which is why we're here to take the burden off your shoulders.

Dylan McIntyre 

With over 3 years of experience in financial consultations, Dylan has the expertise and knowledge to help you achieve your financial goals. Whether you're looking to start a business, Tax Filing, or In need of a Budget Plan, Dylan can provide you with the guidance you need to make informed decisions.

Tax Preparation Checklist 

Tax Prep Checklist to ensure you have the necessary items to prepare your return.


Every year the IRS rejects returns that don't have matching data. To help get this right, please secure:

  • Prior year's tax return. (for new clients only)
  • Federal and State estimated tax payment amounts.
  • Photo identification, such as driver's licenses or military ID cards.
  • Social Security numbers for every family member.
  • Birth date for every family member.
  • Stimulus check amount.
  • W-2 forms from any employers.
  • Bank account details. (for direct deposit only)
If applicable:
  • Form 1099-G (unemployment compensation).


Deductions are where you can save big when it comes to your final bill. So it's essential to take the time to track down as many relevant expenses as possible.
Expenses to look for include:
  • Primary residence documents, including form 1098 (Mortgage Interest Statement), property tax records, and expenses related to energy-saving improvements.
  • Receipts for childcare expenses paid.
  • Charitable donation receipts.
  • Expenses related to any rental properties.
  • College credit documents, including form 1098-T (Tuition Statement) and 1099-Q (Payments from Qualified Education Programs).
  • CollegeChoice Advisor 529 Savings Plan
  • Estimated amounts of out-of-pocket medical expenses.


Owning and operating a business adds even more complexity to annual taxes. Business owners need to submit additional info to get started, which include:

  • Prior year's tax return. (for new clients only)
  • Profit and loss statement/Balance sheet. (for new clients only)
  • Form 1040-ES. (to calculate and pay estimated taxes for the current year)
  • Vehicle mileage, if you use your car for business, provide estimated mileage.
  • Home office details, if you run your business from home, provide home office details, including the size of your home office, rental payments, and utility bills.
  • Asset purchase receipts, if you purchased any capital assets during the year.
  • Renovation or improvement receipts. (if applicable)
  • Employee Identification Number (EIN). (if applicable)
  • Partnership agreements. (if applicable)
  • Change in ownership information. (if applicable)

Our Services

- Simple (W2) Personal Tax Return

- 1065 Business Returns (Partnerships)


Simple W2 Return

Simple Return (One Time Purchase)


1065 Partnership 

Business Return


Year Round Service

Billed Per Month, $20.00 Discount! $110.00 Total, Per Year. 


Prices Do Not Include Tax

Address: 2199 N Williamson Rd, Covington PA 16917

Online Consultation

Book your session. We will confirm your reservation via email.