Financial planner
McCarthy & Company
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Gloucester hasn't published exact rates. Get a personalized quote for accurate numbers.
Francis Mccarthy, CPA operates from 35 Main St, Gloucester, MA 01930 in Gloucester, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As a CPA licensed in Massachusetts, the practice is authorized to provide attestation, tax representation, and advisory services within the state's regulatory framework.
Reported areas of practice include Tax Advisory & Planning. On Google Business Profile, the firm is categorized as a financial planner. Public Google reviews show a 1-star rating across 1 ratings.
For taxpayers in Gloucester, the firm handles federal Form 1040 returns, Massachusetts state income tax filings, and supporting schedules for self-employment, investment income, and rental property. Common engagements at this credential level also include estimated tax planning, prior-year amended returns, and IRS notice response.
McCarthy & Company is a Certified Public Accountant (CPA) firm situated in Gloucester, Massachusetts, dedicated to serving the financial needs of its community. The firm's core focus lies in providing comprehensive guidance through its specialization in Tax Advisory & Planning. This expertise enables McCarthy & Company to assist both individuals and businesses in understanding and navigating the intricate landscape of tax regulations. By concentrating on tax advisory, the firm helps clients not only ensure compliance with current tax laws but also strategically plan for future financial well-being. McCarthy & Company aims to identify opportunities for efficient tax management, helping clients make informed decisions that align with their financial objectives. This involves a proactive approach to tax matters, moving beyond simple annual filings to consider the broader financial implications of various decisions. The firm serves clients in Gloucester and the surrounding areas, offering professional support for their tax-related financial needs with a commitment to clear, actionable advice tailored to each client's unique circumstances.
McCarthy & Company specializes in Tax Advisory & Planning, offering clients a focused and comprehensive approach to managing their tax obligations and financial future. Tax Advisory involves providing expert guidance on current tax laws and regulations, helping clients understand their specific responsibilities and potential liabilities. This service ensures that individuals and businesses remain compliant with evolving tax codes, offering clarity on complex issues and assisting with accurate interpretation of tax requirements. It provides a foundation for making informed financial decisions throughout the year, addressing questions and concerns as they arise. Tax Planning extends beyond immediate compliance, focusing on proactive and strategic approaches to optimize a client's overall tax position. This includes a thorough analysis of financial situations to identify opportunities for legitimate tax savings, deferrals, and other benefits permitted by current tax legislation. Through careful and forward-thinking planning, McCarthy & Company assists clients in structuring their finances, investments, and business operations in the most tax-efficient manner possible. The firm provides valuable insights into the tax implications of various financial decisions, whether it involves significant personal life events, business expansion, or investment choices. This proactive and strategic approach helps clients anticipate future tax impacts, develop robust strategies to achieve their long-term financial goals, and minimize their tax burden within legal frameworks. The aim is to provide clear, practical, and personalized advice that empowers clients to make sound financial choices with their tax situation thoughtfully considered.
Yes, McCarthy & Company welcomes inquiries from prospective new clients. We encourage you to contact our office to discuss your specific tax advisory and planning needs and determine how we can assist you.
To make our initial consultation productive, please gather any relevant financial documents, prior tax returns, and details about your current income, expenses, and financial goals. This will help us understand your situation.
Our pricing is typically based on the scope and complexity of the services required. We aim to provide transparent fee structures and will discuss these details with you during an initial consultation.
Yes, our specialization in Tax Advisory & Planning extends to both individual and business clients. We provide tailored guidance to help manage tax obligations for various financial structures.
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