Business Details
25 Years
experience
Trusted Tax Planning & Preparation Services
McCarthy Tax Preparation has been serving clients since 2001, specializing in tax planning and preparation for individuals and businesses with complex financial situations. Our mission is to help technology employees navigate equity compensation taxation through proactive strategies. We leverage advanced technology to provide seamless virtual services across the United States, with team members working remotely in multiple time zones. Our commitment to timely communication ensures clients receive responses within 24-48 business hours.We prioritize work-life balance for our employees while maintaining rigorous standards of tax expertise. Our team includes CPAs, Enrolled Agents, and tax professionals with decades of combined experience in public accounting, international taxation, and small business advisory services. We focus on educating clients about tax implications of stock options, RSUs, and other equity instruments while offering personalized guidance on retirement planning and tax-saving strategies.
Services
Tax Planning
Tax Preparation
Tax Projection
Equity Compensation Planning
Small Business Tax Services
International Tax Compliance
Retirement Planning
Tax Resolution
Virtual Consultations
IRS Representation
Details
- Year established: 2001
Highlights and features
- Specialized expertise in equity compensation tax planning for tech professionals
- Virtual services with nationwide accessibility and timely 24-48 hour responses
- Team of CPAs and Enrolled Agents with decades of public accounting experience
- Proactive tax strategies to minimize liability and avoid unexpected tax bills
- Personalized guidance tailored to individual financial circumstances
What people say
Expertise in equity compensation
Timely responses
Personalized guidance
Virtual convenience
Proactive planning
Services
Tax Planning
Our tax planning services help technology professionals optimize their financial decisions regarding equity compensation. We develop proactive strategies to minimize tax liability while maximizing long-term financial benefits. Our team specializes in navigating complex tax scenarios related to stock options, RSUs, and ISOs, ensuring clients make informed decisions aligned with their financial goals.
Tax Preparation
We handle complex tax preparation for individuals and businesses with equity compensation and international tax considerations. Our expertise includes accurate reporting of stock options, RSUs, and other complex financial instruments. We ensure compliance with evolving tax regulations while identifying potential deductions and credits to optimize tax outcomes.
Tax Projection
Our tax projection service provides clarity on future tax liabilities for equity compensation holders. We create detailed projections to help clients avoid unexpected tax bills and plan for multiple scenarios. This includes analyzing potential exercises, sales, and vesting events to optimize tax outcomes throughout the year.
Equity Compensation Planning
We specialize in tax planning for equity compensation, including RSUs, NQSOs, and ISOs. Our experts help clients navigate complex tax implications, develop exercise strategies, and optimize tax treatment. We provide scenario analysis to help technology professionals make informed decisions about their equity compensation packages.
International Tax Compliance
Our international tax services address the needs of US citizens working abroad and foreign nationals in the US. We handle complex cross-border tax situations, including foreign income reporting, tax treaty applications, and compliance with FBAR and FATCA requirements for clients with global financial interests.
People
John McCarthy
Founder/CPA
John McCarthy founded McCarthy Tax Preparation in 2001 after graduating from Purdue University with a degree in accounting. With over 25 years of experience in public accounting, he specializes in income tax and planning for technology professionals. John maintains active memberships with the AICPA and Ohio Society of CPAs.
Mary Antony
COO/Senior Tax Manager
Mary Antony has been practicing public accounting since 2010. She graduated from Mount Marty College with degrees in Accounting and Business Administration. As COO, she manages daily operations while maintaining active CPA status and membership in the South Dakota CPA Society.
Jeff Minner
Tax Manager
Jeff Minner brings over 20 years of public accounting experience to McCarthy Tax Preparation. A graduate of Kentucky Christian University, he specializes in educating clients about tax and financial decisions. Jeff maintains active CPA credentials and focuses on client education and strategic planning.
Jessica Seri
Tax Manager
Jessica Seri holds a CPA license with 18+ years of accounting experience, including 10 years in construction industry accounting. She graduated from CSU Sacramento with a focus on accounting and brings discipline and consistency to her tax management role at McCarthy Tax Preparation.
Tami Seib
Staff Accountant
Tami Seib earned her Master's in Accounting from Texas A&M in 2021. She specializes in military and overseas tax returns, bringing unique expertise from her experience at H&R Block in Germany. Tami focuses on helping clients understand how financial decisions affect their overall tax situation.
Questions
What tax services do you specialize in?
We specialize in tax planning and preparation for technology professionals with equity compensation, including stock options, RSUs, and ISOs.
How do you work with clients virtually?
We use secure digital tools and video consultations to serve clients nationwide, with responses typically within 24-48 business hours.
What experience do you have with equity compensation?
Our team has decades of experience handling complex tax scenarios related to stock options, RSUs, and international tax obligations.
Do you work with small businesses?
Yes, we provide tax services for small businesses and their owners, including S corporations and partnerships.
How do you stay current with tax law changes?
Our CPAs and Enrolled Agents maintain continuing education requirements and monitor legislative changes affecting our clients.
