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Client Services

We offer a full range of services with the expertise you require.

The history of McBeath, Fates & Ivers, P.C. is built upon a tradition of service, technical expertise, and innovative thinking to meet the needs of a rapidly changing world. The experience and academic credentials of our partners and staff provide our clients with the expertise of larger firms, while our commitment to superior customer service offers a personal, one-on-one approach.

On this website, you will find information about MFI including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites. Whether you are an individual or business, MFI has years of valuable experience assisting professionals with their accounting needs.

Tax Planning and Prep

Whether you are an individual or operate a multi-tiered corporation or partnership; our partners and staff tailor to your situation and accommodate your needs for tax planning and preparation throughout the year.

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Payroll Services

CPA managed payroll and bookkeeping services. Wouldn’t it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs, from issuing the payroll checks to filing the necessary tax returns.

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Financial Planning

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning.

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IRS Services

Have you been recently contacted by the IRS for an audit? We have the experience and the expertise to represent you during an IRS audit. Our Firm specializes in all matters of federal and state tax planning, and tax return preparation for compliance.

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Attestation Services

Audits, Reviews and Compilations – MFI CPA provides all three levels of assurance to meet your needs; as well as any stockholders, creditors and private investors by acutely representing your company’s true financial position.

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Quickbooks Services

QuickBooks is the ideal software for small and medium size companies. We are a Pro Advisor with QuickBooks and have been for over 10 years. Whether it’s QuickBooks Pro or Enterprise, we can help you with training, setup, and customization.

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McBeath, Fates & Ivers, P.C. is Committed to Your Success

We are there with you whether it’s preparing tax returns, working with the IRS, dealing with Department of Labor and its regulations, or helping to get a loan commitment from your bank. We can help you with all your questions when it comes time for social security and estate planning.

About Us

Helping Clients Manage Financial Priorities

McBeath, Fates & Ivers, P.C. is committed to providing you with efficient, personal service; relevant, reliable information; and effective, innovative solutions that keep pace with your changing needs.

Client Center

Resources for Your Personal and Business Success

We know how your time is valuable, so MFI has collected important tools, resources, and helpful information to make your day a little easier. Though not a substitute for advice and information provided by a qualified CPA professional these resources offer a good starting point to a secure future.

Client Resources

Important Information for Filing Your 2019 Taxes

Prior to engaging with our team of accountants, we have developed some checklists and forms that will help guide you and our team through gathering the information needed to file your 2019 taxes. You can find these documents on our Client Forms Page along with forms from 2018 and years past.

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Stay updated on all areas of tax filing and business processes affected by COVID-19    Learn More