McGregor Financial Services

Financial clarity for the life you've built.

As your financial life evolves, the right advice should evolve with it.

Tax, accounting and advisory for individuals, families and business owners whose financial lives have become more complex—and who value a relationship that understands the whole picture.

Become a ClientExplore MFS

Private Clients · Business Owners · Investors · Maritime

  • Brex
  • Yachtie Minds Matter
  • Better Business Bureau
  • QuickBooks Certified ProAdvisor
  • IRS Enrolled Agent
  • American Society of Tax Problem Solvers

Complexity changes with success.

What begins as a straightforward financial life rarely stays that way. Income grows. A business is formed. Investments accumulate. Property, partnerships and new entities follow. Eventually, the challenge is no longer managing each piece—it is understanding how they all affect one another.

  1. 01

    Career

    Income · Benefits · Investments

  2. 02

    Ownership

    Business · K-1s · Payroll

  3. 03

    Investment

    Real estate · Partnerships · Capital activity

  4. 04

    Wealth

    Multiple entities · Trusts · Special assets

  5. 05

    Coordination

    Tax · Accounting · Advisors · Administration

MFS is built for what happens next.

As the pieces multiply, the value shifts from simply handling them to seeing the complete financial picture.

Built for financial complexity.

Specialized financial support for the people, businesses and assets that require more than routine accounting.

Our practice

Our practice

Substantial work, organized around the issues that actually require professional attention.

The financial picture

Your financial life doesn't exist in separate boxes.

One relationship. A clearer financial picture.

MFS helps coordinate tax, accounting and financial administration across interconnected areas of a client’s financial life—so personal, business, investment and special-asset matters are read together.

  • Tax
  • Trusts
  • Investments
  • Real estate
  • Entities
  • Accounting
  • Payroll
  • Planning
  • Real estate
  • Partnerships
  • Capital activity
  • Yachts
  • Aircraft
  • Investment property
  • International interests

MFS

One firm seeing the broader picture.

Justin Boodram, EA, Founder of McGregor Financial Services

Meet the Founder

Justin Boodram, EA

LinkedIn

Justin Boodram founded McGregor Financial Services to give clients a more personal, connected approach to their finances. An IRS Enrolled Agent, he brings international accounting experience and a background managing the financial operations of multimillion-dollar yachts and businesses, including roles at IYC — International Yacht Company — and Fraser Yachts.

Today, Justin brings that experience to business owners, investors, and individuals who want a financial professional who understands the bigger picture. From getting the books in order to planning ahead, his focus is straightforward: understand your situation, explain what matters, and help you move forward with confidence.

More about Justin

Superyacht at anchor in turquoise water — yacht owner tax, accounting, and financial services

Maritime practice

Specialist expertise for yacht owners and maritime businesses.

Maritime is one of MFS’s specialist practices—not the entire firm. Yacht ownership, charter activity and marine operations receive the same coordinated tax, accounting and administrative attention as the rest of a complex financial life.

Speak With an AdvisorExplore Yacht Owner Services

Maritime infrastructure

Financial infrastructure for maritime clients.

MFS works with appropriate technology and platform relationships to support international and maritime financial administration—without making that the center of the firm.

Explore MFS × WiseCheck Live Rates & Fees

This is a referral link. Fees are set by Wise and shown before you send. Using the MFS link lets us help map the account into your bookkeeping and tax reporting.

MFS × Wise

Wise

At a Glance

  • Mid-market exchange rate

    Wise shows the fee and live rate before you send.

  • Hold multiple currencies

    Hold, convert and spend across the currencies you actually earn and pay in.

  • Mapped into your MFS plan

    For crew and marine businesses, we map Wise flows into bookkeeping and tax reporting. Wise itself is not a tax product.

Insights

MFS Perspective

Intelligence for business owners, investors and private clients.

View all →
Open silver briefcase packed with stacked U.S. hundred-dollar bills, with loose bills scattered on a dark surface.Business OwnersThe IRS Hit a Wealthy Family With a $736M Tax Bill. Here’s the GRAT Strategy Behind It.A family faces a disputed $736 million IRS gift-tax assessment over GRAT transactions. See how GRATs work, why promissory notes matter, and practical examples.
Yacht OwnersHe Bought a $50M Yacht, Spent €35M Rebuilding It and Now Wants €99MYacht OwnersEric Schmidt’s $172M Yacht Is for Sale. Here’s What It Really CostsBusiness OwnersCan a Portfolio Grow While Creating Tax Losses?
Reviewing financial information during a considered business decision

Outgrown your accountant?

Your financial life may have changed more than your accounting relationship has.

As income, businesses and investments grow, what once felt simple can become fragmented.

  • The accountant you trusted for years is retiring.

    You may simply need the right firm to carry the relationship forward—with a careful handoff of records, history and the white-glove service you are used to.

  • You're the one connecting the dots.

    Your accountant, bookkeeper and advisor may each know a piece. You are still the one holding the whole picture together.

  • Important conversations happen too late.

    Planning opportunities often arrive after the transaction, after year-end, or once the return is already being prepared.

  • You keep repeating the same financial story.

    New staff or fragmented records can mean explaining the same entities, structures and priorities again and again.

  • You want more than completed filings.

    You want someone who notices what changed, asks better questions and sees how one decision affects another.

Sometimes the problem isn't poor service. It's that your financial life has outgrown the relationship.

A transition can be handled carefully, without losing the history that matters.

Discuss a Transition →

Onboarding

A considered onboarding process.

MFS takes time to understand the existing financial structure before assuming responsibility. Not every engagement follows every stage.

  1. 01
    Conversation

    We start by understanding what's changed and what you need.

  2. 02
    Review

    We review your existing returns, entities, accounting and current financial structure.

  3. 03
    Priorities

    We identify immediate issues and establish the work ahead.

  4. 04
    Transition

    We coordinate records and transition from existing providers where appropriate.

  5. 05
    Ongoing Relationship

    Your tax, accounting and advisory work moves into an organized annual rhythm.

Your financial affairs should feel understood—not simply processed.

  • We know the history.

    Previous decisions matter. Context should carry forward.

  • We see the connections.

    Personal, business and investment activity rarely exist independently.

  • We look ahead.

    Tax planning should not begin when the return is due.

  • We stay accessible.

    Important questions should not disappear into a ticketing system.

Frequently Asked Questions

Who does MFS work with?

MFS works with private clients, business owners, investors and people with complex tax and accounting affairs. Maritime, real estate, professional services, healthcare and aviation are among the industries we regularly support. Yacht ownership is a specialist practice, not the entire firm.

Do you work with clients outside Florida?

Yes. The firm is based in Fort Lauderdale and works with clients whose lives and businesses are not limited to one state. Availability depends on the engagement and the work required.

Can you help if I am switching accountants?

Yes. MFS can assist when an accountant is retiring, when records have fallen behind, or when the existing relationship can no longer support the complexity of your affairs. The transition is defined before substantive work begins.

Can you handle multiple businesses or entities?

Yes. Many clients have operating companies, partnerships, personal filings and special assets that need to be read together. The engagement is scoped around those relationships rather than treating each return in isolation.

What is the difference between tax planning and tax preparation?

Tax preparation organizes the year that has already occurred and produces the required filings. Tax planning looks at decisions before they become filing positions—entity structure, transactions, timing and the records that will need to support them. MFS provides both, according to the scope of the engagement.

What does onboarding involve?

Onboarding typically begins with an introduction, a review of current records and filings, and a defined scope of work. Sensitive documents are requested through the Client Portal rather than public forms. Not every client needs every stage.

Let's understand what you're managing.

Tell us briefly about your financial situation and what has changed. We'll review your needs and determine the appropriate next conversation.

EmailInfo@McGregorFinancials.com

Telephone+1-954-250-4820

Fax+1 954 838 5540

Office1314 E Las Olas Blvd #1600
Ft. Lauderdale, FL 33301, USA

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