A Clear Purpose

Advisor Facing Tax was created to help financial advisors navigate the complex world of taxes so they can focus on what they do best.

A Message from John

My name is John McCarthy and I am the founder of Advisor Facing Tax. I’m also a CPA with a background in public accounting and income tax. I’ve helped numerous individuals, families and small businesses with income taxes and planning for the past 15+ years. I am a member of the AICPA, Ohio Society of CPAs, NAPFA, FPA and a former member of XY Planning Network, a leading organization of fee-only financial advisors.

After spending a year building my own financial planning firm, I realized that I enjoyed helping other advisors with their tax questions more than running my own RIA. I then decided to close my RIA and create Advisor Facing Tax to help financial advisors navigate the complexity of the income tax code to better serve their clients. Now you have a resource for your complex tax planning needs and a CPA that will partner with you to work with your clients virtually throughout the US.

John McCarthy, CPA

John McCarthy, President

American Institute of CPAs
Hear more about my journey in this XYPN Radio episode!

Getting to Know John

A self described “money nerd” I enjoy listening to personal finance podcasts and reading tax code and IRS instructions. When I’m not thinking about CPA stuff, I like to spend time hiking with my family at the Cincinnati Nature Center and teaching my kids about all the things I learned when I was a kid at nature camp.

I enjoy eating healthier than I did in my 20’s and like trying new recipes to use organic produce from our local CSA and food from our garden. (But let’s not kid ourselves, I still love pizza, a cold Coke, and a piece of cake. All things in moderation though!)

Raising our family of homeschooled kids has been the focus and joy for my wife Sarah and I. Advisor Facing Tax was created to better serve my family. By running a home-based, virtual business, I can be closer to home and share in their learning and development. It is exciting to watch them grow and learn something new every day!

I met my wife online, well before Match.com was a “thing”. We have been married since 1999 and have four wonderful children. We can almost field a baseball team! And we are totally outnumbered!!!

I offer multiple ways to help you and your clients navigate the complexities of taxes.

Top 7 Tax Mistakes on Your Client's Tax Return

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