CPA Services

Calculator and money - accounting conceptAs a certified public accounting (CPA) and tax accounting firm, we have expertise in:

  • Business accounting
  • Insurance
  • Investments
  • Personal financial and estate planning
  • Taxation and tax law compliance
  • Tax preparation and consulting

Individual and Business CPA Tax Services

Taxes can be intricately complicated and overwhelming, especially if you have multiple revenue streams, investments, a small business, or a change to your tax status.

At McCarthy Wealth & Tax Advisors, we offer specialized tax services such as:

  • Individual Tax Returns
  • Small Business Taxes
  • Trust - Estate Taxes

We also offer consulting services to minimize your total tax liability and plan for tax-advantageous investments.

Tax Time

We sit down with you to review your tax returns, making plans for future beneficial strategies. We can help you minimize your liabilities in coming years through careful planning and keeping you up-to-date on changes in the tax regulations that may affect you or your business. You get our full attention, including archiving your records, help with e-filing or filing extensions, and tax advice throughout the year.Our tax firm efficiently collects your information, reminds you of any oversights, and completes the processing of your federal, state and local levels taxes with accuracy but with the full advantage of the tax code to your benefit.

Several of our staff are designated as Enrolled Agents (EA) through the Internal Revenue Service (IRS) and are able to represent taxpayers before the IRS during audits or in disputes.

Schedule your tax appointment using the button to the right or contact us today at 937-748-4765.