 |
Questions? Call us at (610) 828-1900 |
Accounting
Accounting
Financial Reporting
Our firm provides accurate and accessible accounting systems. We enable our clients to monitor and plan their business and personal financial situations. Our focus on proper scheduling to meet deadlines, and the use of technology, help clients get more from their businesses.
Some of our services are:
- Financial Statement Reporting and Analysis Including Interpretation of Financials
- Results, and the Calculation of Financial and Operating Ratios
- Implementation and Support of Financial Software Packages including the QuickBooks family of solutions. McCarthy & Company is a Certified
QuickBooks ProAdvisor. - Interim Controllership & Assistance with Banking or Financing Issues
- Accounting and Bookkeeping – Monthly or Quarterly Services
- Payroll Processing
Tax
Tax considerations can impact every decision made. Is it better to invest in tax-free products that pay a lower interest rate, or higher yielding taxable investments? Should you purchase or lease an asset? The answers vary based on each client’s financial position. We provide the tax planning necessary to benefit from available regulations and make informed decisions about business and personal financial matters.
McCarthy & Co. works with businesses and individuals. We help ensure you receive the most favorable post-tax position on your income. Some of our tax services include:
- Income & Sales Tax – Return Preparation, Planning Tax Authority Representation
- Retirement & Financial Planning
- Trusts, Estate Planning, Divorce & Litigation Issues
- Consultation on Real Estate Acquisitions, Business Transfers, and Succession Planning
We help you address the following types of tax issues:
- Stock Market Losses & Gains
- Bonus Depreciation
- Changing Retirement Distribution Amounts, Expanded IRA Deductions, Credits for Retirement Savings, Lifetime Gift Exclusions, Retirement Plan Limits
We view taxes as a challenge for which we have planned solutions. Through proper planning, our customers keep the majority of their income in their bank account.
