402-334-2123

Omaha, Nebraska · Enrolled agents · QuickBooks ProAdvisors

Big-firm expertise. Local-firm service.

Neeley Sadler, EA, and the McGregor team prepare and plan your taxes, keep your books, payroll and sales tax on schedule, and speak to the IRS for you when a letter arrives.

Call 402-334-2123 Request an appointment

Mon–Fri 8:30 am–5:00 pm · Saturdays during tax season

Neeley Sadler, EA, President and CEO of McGregor Tax & Accounting
Neeley Sadler, EAPresident & CEO · Certified QuickBooks ProAdvisor

Licensed, certified & members of

The McGregor sett

Every thread in your file has a name.

A tartan is a pattern of named threads that cross on purpose. So is this team. Read across a row: where a person’s thread runs over a column, that’s work they specialize in.

Team members and the services each specializes in
Tax prepPlanningBooksStatementsPayrollSales taxQuickBooksIRS
Neeley SadlerNeeleyEA Neeley: Tax preparation Neeley: Tax planning not a listed specialty Neeley: Monthly financial statements Neeley: Payroll and payroll tax filings not a listed specialty Neeley: QuickBooks set-up and training Neeley: Representation before the IRS
Hallie DonnerHallieEA Hallie: Tax preparation Hallie: Tax planning Hallie: Bookkeeping Hallie: Monthly financial statements Hallie: Payroll and payroll tax filings not a listed specialty Hallie: QuickBooks set-up and training Hallie: Representation before the IRS
Tara HeitkampTara not a listed specialty not a listed specialty Tara: Bookkeeping not a listed specialty Tara: Payroll and payroll tax filings Tara: Sales and use tax not a listed specialty not a listed specialty
Terri FuquaTerri not a listed specialty not a listed specialty Terri: Bookkeeping Terri: Monthly financial statements Terri: Payroll and payroll tax filings Terri: Sales and use tax Terri: QuickBooks set-up and training not a listed specialty
Rosalie McGregorRosalieEA Rosalie: Tax preparation Rosalie: Tax planning not a listed specialty not a listed specialty not a listed specialty not a listed specialty not a listed specialty Rosalie: Representation before the IRS

Thread over: a listed specialty Thread under: handled by a teammate

  • Neeley Sadler, EA

    Neeley Sadler, EA

    President and CEO

    Neeley specializes in income tax preparation, strategic tax planning, monthly financial reporting, payroll tax filings and small business consulting. Her teaching background complements the individualized service she gives small business owners.

    • Enrolled agent, authorized to practice before the IRS
    • BSBA in Accounting, University of Nebraska; BS in Elementary Education, University of Utah
    • Certified QuickBooks ProAdvisor
    • Member: NATP, Nebraska Society of Independent Accountants, NAEA, National Association of Certified QuickBooks Advisors, Beta Gamma Sigma; associate member of the AICPA
  • Hallie Donner, EA

    Hallie Donner, EA

    Tax Manager

    Hallie handles tax preparation, tax planning, bookkeeping, monthly financial reporting, payroll tax filings and one-on-one QuickBooks training, with industry experience that runs from construction to family entertainment.

    • Enrolled agent, authorized to practice before the IRS
    • Certified QuickBooks ProAdvisor
    • AA, Northeast Community College
  • Tara Heitkamp

    Tara Heitkamp

    Senior Accountant

    Tara brings more than 20 years in payroll leadership and corporate accounting, including multi-state payroll for thousands of employees, plus sales and use tax, bookkeeping and compliance work.

    • Payroll operations on ADP, Dayforce and Lawson
    • Prior roles at Prime Time Healthcare, Aya Healthcare and Jet Linx
  • Terri Fuqua

    Terri Fuqua

    Senior Accountant

    Terri prepares monthly financial statements, payroll and sales and use tax filings, annual budgets and bookkeeping. She also sets up QuickBooks, trains on it, troubleshoots it and rebuilds files that have gone wrong.

    • Certified QuickBooks ProAdvisor
    • Background in family-owned manufacturing, service and construction companies
  • Rosalie McGregor, EA

    Rosalie McGregor, EA

    Retired

    Rosalie has been preparing taxes since 1974. She served as an IRS field auditor in Omaha and in Newark, New Jersey, and held accounting roles with IBM, Peat Marwick and Mitchell, and PricewaterhouseCoopers.

    • Enrolled agent
    • BSBA in Accounting, Creighton University
    • Member: NATP, Nebraska Society of Independent Accountants

  • Not sure whose thread you are?

    Call, and we’ll put you with the right person.

    Tax return, payroll, a QuickBooks file that won’t reconcile or a letter from the IRS: tell us what’s going on and we’ll match you to the specialist.

    Call 402-334-2123

Services

One office for the return, the books and everything between.

Most small businesses juggle a preparer, a payroll company, a bookkeeper and a QuickBooks consultant. At McGregor those are the same people, sitting down the hall from each other.

  • Run the business
  • Plan ahead
  • Resolve
Request an appointment Full service descriptions

  1. Tax Preparation & Planning

    Individual and business returns prepared by enrolled agents, with planning that looks at next year, not only last year.

  2. Bookkeeping / Write-Up

    Your books kept current and reconciled, so tax time starts from clean numbers.

  3. Payroll Services

    Payroll run and payroll tax filings made on schedule, by people who have managed payroll for thousands of employees.

  4. Sales Tax Services

    Sales and use tax filings handled so they never become a penalty notice.

  5. Financial Statements

    Monthly financial statements you can read, and use to make the next decision.

  6. Financial Analysis

    A clear read on what the numbers are saying about margins, cash and growth.

  7. Accounting Software Selection & Implementation

    Help choosing the right system, then setting it up, training your people and repairing files that went sideways.

  8. Business Entity Selection

    Sole proprietor, LLC, S corporation or C corporation: the structure that fits how you earn and how you are taxed.

  9. Business Consulting

    A sounding board for owners, from a team that works with small businesses every day.

  10. Retirement Planning

    Tax-aware planning for the years after work, so the savings last.

  11. IRS Representation

    Enrolled agents who can speak to the IRS on your behalf, from the first letter to the resolution.

    What we resolve

  12. Notary Public

    Notary public services, available through the firm.

IRS help

A letter from the IRS? Don’t answer it alone.

Neeley Sadler and Hallie Donner are enrolled agents, licensed to represent you before the IRS. Rosalie McGregor, EA, spent years as an IRS field auditor in Omaha and Newark before she ever sat on this side of the desk. Knowing how an examiner thinks is part of the house style.

Call 402-334-2123 Request an appointment

What we help resolve

  • Back taxes owed
  • Payroll taxes owed
  • Bank levy
  • Wage levy
  • Levies and seizures
  • Offer in Compromise
  • Currently Not Collectible (hardship)
  • Penalty and interest abatement
  • First-time penalty waiver
  • Innocent spouse relief
  • Injured spouse relief
  • Obtaining your IRS file (FOIA)
  • Statute of limitations
  • Tax representation and resolution

Enrolled agents are authorized by the U.S. Treasury to represent taxpayers on audits, collections and appeals. About enrolled agents

The Second Look

Not sure last year’s return was right? Bring it in.

Returns done in a rush, done in software, or done by someone who’s no longer answering the phone are worth a second pair of trained eyes. Sometimes we find something; sometimes we confirm it was right. Either way you’ll know.

Request a Second Look Download the appointment checklist (PDF)

  1. Call or request an appointment

    Tell us what’s bothering you about the return: a refund that seemed small, a balance due you didn’t expect, a notice, or just a feeling. 402-334-2123.

  2. Bring last year’s return

    Bring the return, any IRS or Nebraska Department of Revenue letters and the documents on the appointment checklist.

  3. An enrolled agent reads it line by line

    We go through it with you, explain what we see and tell you plainly whether anything is worth fixing.

Resources

Tools the office actually hands out.

Checklists, guides and newsletters from McGregor’s own library. Open one before your appointment and you’ll walk in ready.

Questions

Asked at the front desk every week.

What does McGregor Tax & Accounting do?

McGregor Tax & Accounting, Inc. is an Omaha, Nebraska accounting firm offering tax preparation and planning, bookkeeping and write-up, payroll and sales tax services, financial statements and analysis, accounting software selection and QuickBooks training, business entity selection, business consulting, retirement planning, IRS representation and notary services.

Where is the office, and when are you open?

The office is at 11750 Stonegate Cir, Omaha, Nebraska 68164. Hours are Monday through Friday, 8:30 am to 5:00 pm, and Saturdays during tax season from 9:00 am to 3:00 pm. Call 402-334-2123 or request an appointment online.

Can you help if I owe the IRS or received a levy?

Yes. The firm handles back taxes owed, payroll taxes owed, bank and wage levies, Offer in Compromise, Currently Not Collectible status, penalty and interest abatement including the first-time penalty waiver, innocent and injured spouse relief and statute of limitations questions. Neeley Sadler and Hallie Donner are enrolled agents, authorized to practice before the IRS.

What is an enrolled agent?

An enrolled agent is a tax professional authorized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service on audits, collections and appeals. Enrolled agents specialize in taxation.

Do you work with QuickBooks?

Yes. Neeley Sadler, Hallie Donner and Terri Fuqua are Certified QuickBooks ProAdvisors. The team helps select and implement accounting software, sets up QuickBooks, trains your staff one on one, troubleshoots problems and reconstructs files.

What should I bring to my appointment?

The firm publishes an appointment checklist you can download before you come in. Bring your prior-year return and any letters from the IRS or the Nebraska Department of Revenue along with it.

Do you handle payroll and sales tax for small businesses?

Yes. Payroll services, payroll tax filings and sales and use tax filings are core services, handled by a team that includes more than 20 years of payroll leadership experience.

Talk to McGregor

One call. The right person on your file.

Call the Stonegate office or request an appointment online. Tell us whether it’s a return, the books, payroll or a letter from the IRS, and we’ll set you up with the right person.

Call 402-334-2123 Request an appointment
Office
11750 Stonegate Cir, Omaha, NE 68164
Hours
Monday–Friday, 8:30 am–5:00 pm
Saturdays during tax season, 9:00 am–3:00 pm
Email
contact@mcgregor.tax
Principal
Neeley Sadler, EA, President and CEO