Better Life,
Less Stress
Tax preparation, insurance products, retirement planning, Medicare guidance, and bookkeeping—all from one trusted advisor in Marion, NC.
Comprehensive Financial Services
From tax preparation to insurance and retirement planning, we provide all-in-one financial guidance tailored to your needs.
Tax Preparation & Planning
Individual and business tax returns with year-round planning. We maximize your deductions and ensure IRS compliance.
- E-filing
- Year-round planning
- IRS representation
Insurance Products
Protect your family and secure your future with our comprehensive insurance solutions tailored to your needs and budget.
- Annuities
- Hospital Indemnity
- Dental Plans
- Final Expense
Medicare & Health Coverage
Medicare Advantage, Medigap, and supplemental insurance guidance. We help you find the right coverage.
- Medicare Advantage
- Medigap policies
- Supplement plans
Retirement Planning
Social Security optimization, pension analysis, and retirement income strategies tailored to your goals.
- Social Security timing
- Income strategies
- Estate planning
Bookkeeping & Payroll
Monthly bookkeeping, payroll processing, and financial reporting for small businesses and landlords.
- QuickBooks setup
- Monthly reports
- Payroll processing
Rental Property Tax
Specialized tax strategies for landlords including depreciation, 1031 exchanges, and Section 179.
- Depreciation
- 1031 exchanges
- Section 179
Protection for Every Stage of Life
From retirement security to health coverage and final expenses, we offer insurance products that protect you and your loved ones when it matters most.
Annuities for Retirement Security
Why Consider Annuities for Retirement?
After decades of hard work, you deserve retirement years free from financial worry. Annuities are the only financial product that can guarantee you'll never outlive your money.
- Guaranteed Income for Life — No matter how long you live
- Protection from Market Crashes — Your principal stays safe
- Tax-Deferred Growth — Keep more of what you earn
Did You Know?
The average retiree's biggest fear isn't death — it's running out of money.
Annuities are the only financial product that can guarantee income for as long as you live, eliminating this fear entirely.
Fixed Index Annuities (FIA)
Grow your retirement savings with market-linked returns while protecting your principal from losses. FIAs offer the best of both worlds.
- Principal protection - never lose money due to market downturns
- Growth potential linked to market indexes (S&P 500, etc.)
- Tax-deferred growth until withdrawal
- Guaranteed lifetime income options
Multi-Year Guaranteed Annuities (MYGA)
Like a CD but often with better rates and tax advantages. Lock in a guaranteed interest rate for 3-10 years with complete peace of mind.
- Guaranteed fixed interest rate for the entire term
- Higher rates than most bank CDs
- Tax-deferred growth (no annual tax on interest)
- Principal 100% protected
Health & Protection Coverage
Hospital Indemnity
Cash benefits paid directly to you when hospitalized. Use the money however you need—bills, travel, lost wages, or everyday expenses.
- Cash paid directly to you, not the hospital
- Covers gaps Medicare and other insurance don't
- No network restrictions
- Affordable premiums
Dental Plans
Keep your smile healthy with affordable dental coverage. Preventive care, cleanings, and major work covered at rates you can afford.
- Preventive care often 100% covered
- Reduced costs on fillings, crowns, and more
- Wide network of dentists
- No waiting periods on many plans
Final Expense Insurance
Protect your loved ones from the financial burden of end-of-life costs. Affordable whole life coverage with no medical exam required.
- Coverage typically $5,000 - $50,000
- No medical exam required
- Premiums never increase
- Benefits paid quickly to your family
Which Insurance Product is Right for You?
Every situation is different. Schedule a free, no-obligation consultation to discuss your needs and find the coverage that fits your budget and goals.
20+
Years Experience
Meet Dr. James G. Mackey
With over 20 years of experience in tax preparation and financial services, I've built my practice on one simple principle: treating every client like family.
As a retired ordained minister with 31 years of ministry experience, I bring a unique perspective to financial planning. I believe in clear communication, honest advice, and building relationships that last.
Licensed in North Carolina and four other states, I serve individuals, families, and small businesses within 50 miles of Marion, NC. Whether you need help with taxes, retirement planning, Medicare, or bookkeeping—I'm here to guide you every step of the way.
Licensed Insurance Agent
NC + 4 States
Tax Professional
20+ Years Experience
Notary Public
In-Person & E-Notary
Retired Minister
31 Years Ministry
What Our Clients Say
Don't just take our word for it. Here's what our clients have to say about working with Mackey Tax & Financial Services.
"Dr. Mackey found deductions my previous preparer missed for years. He explains everything in plain English and actually cares about my financial future."
Sarah M.
Small Business Owner
"The peace of mind knowing my taxes are done right is priceless. James has been handling my returns for over 10 years and I wouldn't trust anyone else."
Robert T.
Retiree
"He helped me navigate Medicare options and saved me hundreds on my coverage. Professional, knowledgeable, and always available when I have questions."
Linda K.
Medicare Client
Ready to Get Started?
Schedule a free consultation to discuss your tax, retirement, or financial planning needs. We're here to help you achieve peace of mind.
Office Location
116 Bobcat Path
Marion, NC 28752
Phone
(828) 351-7205Office Hours
Monday - Friday: 9:30 AM - 5:00 PM