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928 North McKnight Road Saint Louis, Missouri 63132
(314)725-5952
[email protected]


Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

A tradition of Excellence with lasting solutions

Accounting, Tax and Business Consulting Services in Saint Louis MO

McCarthy & Company is a full-service accounting, tax, and consulting firm dedicated to delivering Best-In-Class financial solutions to individuals and small businesses in the St Louis area.

Our core principle revolves around the deep rooted belief that every client is unique and each situation calls for a tailored approach. 

As a family-owned business, we truly understand the value of relationships, and believe in cultivating long-term partnerships with our clients that yield ongoing success. With more than three decades of service to the St. Louis community, we have the experience to assist you with all of your financial needs. Our signature solutions will provide you with expert financial guidance, coupled with personal, one-on-one service.

We proudly built our firm on a tradition of excellence—lasting quality solutions, wide breadth of knowledge, and exceptional client service. Please take a moment to consider our comprehensive line of offerings:


  • Tax- Preparation- Planning- Representation
  • Accounting
  • Financial Planning*
  • Investment Advisement*
  • Estate & Trust Planning and tax preparation
  • Payroll services- home employees and more
  • Litigation Support & forensic accounting
  • Business Consulting
    • Software customization
    • Internal Audit
    • Automation of business processes
    • Software As A Service


Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

 

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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