A Clear PurposeAdvisor Facing Tax was created to help financial advisors and their clients navigate the complex world of taxes.
A Message from John
My name is John McCarthy and I am the founder of the Advisor Facing Tax program at McCarthy Tax Preparation. I’m a CPA and I’ve helped numerous individuals, families and small businesses with income taxes and planning for the past 25+ years. I am a member of the AICPA, Ohio Society of CPAs, 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 the Advisor Facing Tax program 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.