McCarthy & Company

Individual and Family client services

• Income Tax Filing

  We can and will prepare your tax returns regardless of where you live or work in.
  We will meet with you before and after your taxes have been prepared to discuss any questions or issues you may have.
  
  

• Financial Advice

  We pride ourselves on providing you accurate, timely, easy to understand answers to all of you questions.
  Never hesitate to contact us with any question or concern you may have.
  
  

• Tax Planning

  We can help you plan for the current tax year or for the tax years to come.
  
  

• Retirement Planning

  We can help you understand why and how to plan for your future.
  
  

• 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.
  
  

• Budgeting

  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.