Advisor Facing Tax was created to help financial advisors navigate the complex world of taxes so they can focus on what they do best.
Trusted
A trusted resource that works with you AND your clients.
Organized
Simplified tax organizer to help you and your client prepare for tax time.
Disciplined
Disciplined review process to eliminate filing errors.
Efficient
Checklists to help proactively reduce taxes now and in the future.
My passion is studying the tax code so you don’t have to!
My name is John McCarthy and I am the founder of Advisor Facing Tax. I created Advisor Facing Tax to help financial advisors navigate the complexity of the income tax code to better serve their clients.