Our Process
At McDonald Tax and Bookkeeping, we value the loyalty of our clients, so getting to know you and your financial history is an important process in being able to provide customizable services that tailor to your individual needs.
We start off with an in-person or over-the-phone consultation so that we can get a grasp on your situation and provide insight to what we need to accurately prepare your income tax return. Once we have all the needed information, as well as general contact info, we will begin the preparation of your return. If questions arise we will contact you at the information listed on your form. Upon completion, you will be contacted to come pick up and sign your return as well as receive materials that you will need for sending in any tax payments. We take care of the rest!
What We Offer
Individual Tax Returns
We provide organized tax preparation for individuals, ensuring your return is always accurate and compliant with tax law. Our simple, streamlined tax return process completely removes the headache of tax filing so you never have to worry again.
Small Business Tax Services
Our expertise extends to small businesses, offering tax solutions that address your unique financial needs. We assist with everything from annual returns to quarterly estimates and tax deductions, helping your business stay compliant and efficient.
Tax Planning
Planning ahead is crucial for minimizing your tax liabilities, and accounting for everything life throws at you. Our proactive tax planning services help you strategize and make informed decisions throughout the year, ensuring you are prepared for tax season and can take advantage of potential savings.
What To Bring
To ensure a smooth and efficient tax preparation process, please bring the following items:
Income Documents: W-2s, 1099s, and any other forms of income you received.
Estimated Payments: Records of any estimated tax payments made throughout the year.
Tax Receipts: Receipts for deductible expenses, such as charitable donations or business expenses.
Previous Tax Return: A copy of last year’s tax return for reference.
Identification: A valid ID (e.g., driver’s license) for verification purposes. As well as direct deposit information.
Additional Financial Documents: Any relevant documents related to investments, rental income, or other sources of income.
Having these items ready will help us prepare your tax return accurately and efficiently. If you have any questions about what to bring, don’t hesitate to reach out.
Why Choose Us?
With over 45 years of experience, McDonald Tax and Bookkeeping is your trusted partner for reliable and efficient tax and bookkeeping services. With our unique Books-To-Tax strategy, we will virtually eliminate any stress from your tax season. We pride ourselves on providing personalized attention to over 650 clients in Central Arkansas. Our commitment to accuracy and honest service ensures your financial peace of mind for good.