
Accounting & Tax
Enrolled Agents
Why McGregor Financials?
After years immersed in the multimillion-dollar yachting industry, I saw firsthand how wealth, business, and lifestyle intersect and how traditional accounting firms often fall short of meeting the unique needs of high-net-worth individuals. That’s why I launched McGregor Financial Services, a firm built to go beyond numbers and provide real results that put our clients first.
Based in Fort Lauderdale, I am an Enrolled Agent with extensive experience advising million-dollar businesses, yacht owners, and high-net-worth clients on complex tax and accounting matters. My approach is hands-on, strategic, and always focused on helping clients not only protect their wealth but also unlock new opportunities for growth.
Whether it’s guiding a business through a challenging tax strategy, helping a yacht owner streamline their financial management, or working with individuals aspiring to build wealth, I deliver tailored solutions with the precision of an advisor and the perspective of someone who has navigated the luxury and financial worlds alike.
Areas of Expertise
Family Office
Estate, Gift & Generation-Skipping Transfer (GST) Tax Planning
Trust & Fiduciary Accounting
Charitable Contribution Structuring
Consolidated Investment Reporting & Basis Tracking
Succession Planning & Wealth Transfer Strategies
Private Foundation & Donor-Advised Fund Compliance
Real Estate
Capital Gains & 1031 Exchange Planning
Property Tax Assessment Review & Appeals
Cost Segregation & Accelerated Depreciation
Rental Property Income & Expense Tracking
Real Estate Partnership & LLC Structuring
Passive Activity Loss & At-Risk Rules Analysis
Transaction Advisory & Tax Due Diligence
Insurance
Statutory Accounting & Regulatory Filings
Deferred Acquisition Cost (DAC) Tax Analysis
Reinsurance Transaction Tax Structuring
Multi-State Insurance Tax Planning
Loss Reserve Deductibility & Compliance
IRS Audit Representation for Insurance Companies
Retail
Sales & Use Tax Compliance
Multi-Channel Revenue Reconciliation
Payroll Tax Compliance for Retail Employees
Business Entity Selection & Structuring
IRS Representation for Audits & Examinations
Tax Resolution
IRS Audit Representation
Back Taxes & Penalty Abatement
Wage Garnishment & Levy Release
Installment Agreements & Payment Plans
Offer in Compromise (OIC) Negotiation
Innocent Spouse Relief
Trust Fund Recovery Penalty Defense
Maritime
Crew Payroll & Employment Tax Compliance
Nonresident Crew Withholding & Treaty Advisory
Yacht Ownership & Flag-State Structuring
Depreciation & Cost Recovery for Yachts
Customs, VAT & Excise Tax Advisory
Operational Expense & Charter Tax Planning