Mackey Tax Professionals & Financial Services, Inc.

Mackey Tax Professionals and Financial Services specializes in providing individuals and businesses the financial services they need at a price they can afford. Do you need help with your taxes or planning for your future? We offer individual tax preparation, and can even help you with retirement planning and Medicare supplement policies. Do you own a business? We can help smooth your operations with our payroll, income tax return, and insurance offerings. No matter your need, you can be sure that Mackey Tax Professionals and Financial Services has the expertise you need to achieve your financial goals.

The Marion Tax Experts

We are tax professionals for Marion businesses. We give each of our clients the personal tax help they need to ensure every box is checked and every possible dollar is saved. We’ll take away your tax-related frustrations. Whether you just need an expert to look over your tax forms or you’re starting from scratch, we’re here to help.

Your Local Insurance Professionals

Mackey Tax and Financial Services is a Marion-based financial service that guides clients toward the best finance solutions. With access to excellent rates, we help our clients save money.

James Mackey
James Mackey

Providing excellence in tax preparation for Marion and Old Fort


Tax Preparation and Planning

With tax laws changing every year, it can be a challenge to keep on top of the particular changes that affect you and your business. Let our tax experts prepare your individual and business tax returns and advise you on ways to minimize your tax liability.

Notary Public

For your convenience, we have a notary public available to witness and authenticate the execution of documents and signatures. Electronic notary services are also available when in-person visits are inconvenient.

Payroll Services

There are numerous local, state, and federal tax laws that all interact to make payroll and withholding difficult to manage. Our payroll experts can manage these business functions for you and alert you to changes in the tax laws that might affect you and your business.

Retirement Planning

With individuals spending more time in retirement than in years past, it is more important than ever to financially plan for this stage of life. Whether you are planning for your own retirement or choosing a retirement plan for your business, we can help you weigh all the options and make a choice that is appropriate for you.

Buy-Sell Agreements

When buying or selling an asset, we can help you at every step of the process. We can help you put a value on the asset changing hands, perform due diligence, and assist with financing strategies for any purchase that takes place.

Asset Protection

Every person and business has a range of assets that would be expensive or difficult to replace. Our selection of asset protection policies can help insure you against theft, loss, or destruction of the things that are important to you.

Life Insurance

Depending on your stage in life and your individual circumstances, your life insurance needs and considerations can vary greatly. Contact our office to learn more about a life insurance policy that may be right for you.