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McCarthy Tax Preparation | Tax Preparation, Tax Planning & Strategy

McCarthy Tax Preparation

FOUNDING YEAR
2016
NUMBER OF EMPLOYEES
6 - 20 employees
CREDENTIALS
CPA
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
McCarthy Tax Preparation
McCarthy Tax is a tax preparation and planning firm helping technology employees with proactive tax planning for their equity compensation.

Clients who would be a good fit

Anyone with equity compensation (ISO, NQSO, RSU and ESPP)

Clients who wouldNOTbe a good fit

Small business clients that sell physical goods

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Client Specialties

Client Type

Services Offered

Service Pricing

Annual Fixed Fee
$2,700 to $9,500

Meeting Options

Video meetings
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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