Tax Planning

As life changes, so do your tax needs. Perhaps you are just looking for some tax savings ideas. Maybe you have had a change in your family or job and you want some advice on what the tax impact will be. McCarthy Tax Preparation can help.

Typical projects that we have advised on include:

W4 tax withholding revisions


Sale of rental property


Impact of sale of stock & stock options


Pre-retirement tax planning including Roth IRA conversions


Tax consulting services are provided on an hourly basis at $200/hr.

Let's Talk!

Want to schedule a FREE introductory meeting with us to discuss your tax goals?

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