McCarthy Wealth & Tax Advisors' Mission
At McCarthy Wealth & Tax Advisors, we strive to provide the highest quality professional investment, financial planning, and tax services. We take a proactive approach by first understanding the needs of every client and then exceeding their expectations.
Who We Are
McCarthy Wealth & Tax Advisors is a Springboro, Ohio-based firm providing tax and wealth management services to individuals, families, and small businesses. Our clients know us for our exceptional and personal service and our commitment to the local community.
We are happy to discuss your investment or tax planning needs. Contact our office today for an appointment.
Jeremiah F. McCarthy, CPA/PFS, CFP®
Jerry McCarthy is a uniquely talented wealth and tax advisor with expertise in both investment management and tax law. He is both a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). He turns a keen eye toward investment decisions, considering both the risks and benefits, as well as the tax implications.
Jerry graduated from the University of Cincinnati with a Bachelor of Science in Accounting/Finance and is a member of both the American Institute of Certified Public Accountants (AICPA) and Ohio Society of CPAs. Jerry holds the prestigious Personal Financial Specialist (PFS) credential awarded by the AICPA, which signifies excellence in personal financial planning and places him in an elite group of the top 1% of CPAs nationwide.
A resident of the Springboro area, Jerry is active in coaching, golfing, and fitness related activities.
Julie McCarthy, EA
Julie graduated from the University of Cincinnati with a Bachelor of Science in Marketing/Real Estate Finance. Julie is a member of the National Association of Tax Professionals.
Julie has earned the Enrolled Agent (EA) designation from the Internal Revenue Service (IRS) and is enrolled to represent tax payers before the IRS. She has an in depth knowledge of Individual Income Taxation.
Her quality client service approach when working with clients has endeared her to many. Julie always goes above and beyond what her clients expect.
Jerry and Julie met at the University of Cincinnati in 1991 and have been married for 17 years. They have two children and enjoy being active in the community.
Christian Mouser, CFP®, EA
Christi Mouser is a graduate of Wright State University with a Bachelor of Science in Financial Services. She is a Certified Financial Planner (CFP®) and a registered Investment Advisor Representative. Christi also has earned the Enrolled Agent (EA) designation from the Internal Revenue Service (IRS) and is enrolled to represent taxpayers before the IRS.
Christi has extensive experience and knowledge concerning both taxes and investments. She uses this expertise to the advantage of her clients in order to help them identify and accomplish their financial goals.
Christi grew up in the neighboring town of Waynesville and has been with McCarthy Wealth & Tax Advisors since 2006. She lives locally with her husband and English Bulldog, Izzy.
In her free time, she enjoys volleyball, crossfit, and volunteering with Buckeye Bulldog Rescue.
Jessica is a graduate of The Ohio State University with a Bachelor of Arts in Marketing. She has earned her EA designation from the Internal Revenue Service which allows her to represent clients before the IRS. Her focus of studies concentrated on the newest tax law update.
She has worked with McCarthy Wealth and Tax Advisors for over 7 years, most currently in the role of office manager and tax preparer. Jessica’s dynamic characteristics help keep the office running smoothly and create a positive work environment and overall experience for clients. Jessica originally came from Bath, Ohio near the Cuyahoga National Park. This instilled her love of the outdoors which she shares with her three children: Alex, Max and Jax. Swimming, skiing, camping, hiking, and kayaking are a few of the ways she likes to spend her free time with her boyfriend Eddie, her Mom and Dad, her three sisters, friends, and family.