Individual & Family Client Services
Income Tax Filing
Filing taxes can be simplified with McCarthy & Company assisting you, we are able to prepare your tax returns regardless of where you live or work. To make the process less stressful on you, we will meet with you before and after your taxes have been prepared to discuss any questions or issues you may have.
Navigating personal and professional finances can become challenging at certain times. When those times arise don’t hesitate to contact Ed* or James* with any question or concern you may have. We pride ourselves on providing you accurate, timely, and easy to understand answers to all of you questions.
At McCarthy & Company we are tax planning experts. With 4 CPAs on hand, we can help you plan for the current tax year or for the tax years to come.
Planning for retirement has become a scary topic for some, Ed* or James* can help take the focus off the unknown and shed light on the future. By helping you understand the why’s and how’s of planning for your future, you can rest assured a relaxing and responsible retirement is within your grasp .
Planning Your Child's Education
Have a new baby or is your baby ready to leave for college soon? We can help you plan for the expenses of sending your not so little one to college. Helping you avoid massive college expenses now and helping your child avoid massive college bills after they graduate.
IRS Problem Resolution
We will work with the IRS or any local government for you to resolve any issue you may have. We will be in your corner throughout the process to ensure your best interests are represented and the best possible arrangements are made for you.
A budget is a guide that tells you whether you're going in the direction you want to be headed in financially. You may have goals and dreams but if you don't set up guidelines for reaching them and you don't measure your progress, you may end up going so far in the wrong direction you can never make it back. We will work with you to create a reasonable and workable budget for you based on your specific circumstances and help you implement and maintain your budget throughout the year.
How to direct the distribution of your assets when you’re gone is one of the most important decisions an individual has to make. McCarthy & Company can assist you in creating a plan that fulfills your wishes, and minimizes taxation to your estate.
*These services are offered by Edward McCarthy and James Stutz through their affiliation with HD Vest