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I have over 10 years of experience in tax planning. MacKay Financial has the experience to provide tax planning and business services for individuals and commercial businesses. I work with sole-proprietors and small businesses, high-net-worth individuals, and trusts, to provide the most current tax strategies and advice. My clients include manufacturers, real estate developers, and entertainment companies, construction companies, entities, and medical professionals. We provide valuable tax consulting and tax planning to ensure you stay in compliance with IRS tax rules.

My services include:

  • Preparation of individual federal, state, and local income tax returns
  • Planning and consulting
  • Developing strategies to mitigate and defer taxes
  • Year-end tax projections and analysis, final business year-end reports
  • Legacy and Estate Planning
  • Preparation of Corporate federal and state tax returns
  • Preparation of Sales and Use tax returns
  • Elder Care
  • Tax Problems
    • Non-filed tax returns
    • Innocent Spouse Relief
    • Liens and Levies
    • Setting up payment plans
    • Offer In Compromise

If you have questions or require more information please call me at (619)770-9975 or email me at

Securities offered through Allan Wayne Lewis; A Registered Representative of Crown Capital Securities L.P. member FINRA/SIPC

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