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


Get In Touch With Us

Info@McGregorFinancials.com

Office +1-954-250-4820 Fax +1 954 838 5540

1314 E Las Olas Blvd #1600 Ft. Lauderdale, FL 33301, USA