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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


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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

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

 

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Building Your Legacy

A four-step framework for building a personal legacy.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Long-Term-Care Protection Strategies

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

Tax Management Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Can Election Results Predict the Market?

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

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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