McCarthy Wealth And Tax Advisors - Springboro, Ohio

The McCarthy Wealth And Tax Advisors: Your Partner for Financial Success

Main Services

• Financial planner
• Accountant
• Certified public accountant
• Investment service
• Tax preparation

Location and Access

McCarthy Wealth And Tax Advisors is conveniently located at 115 S Main St, Springboro, OH 45066. The office is easily accessible by car, with a wheelchair accessible entrance, parking lot, and restroom. Clients can make appointments in advance, and it is recommended to do so. The office is located in the heart of Springboro, a charming neighborhood with a strong sense of community.

Featured Characteristics

* Wheelchair accessible entrance
* Wheelchair accessible parking lot
* Wheelchair accessible restroom
* Restroom
* Appointment required
* Appointments recommended

Practical Information

- Address: 115 S Main St, Springboro, OH 45066
- Phone: 937-748-4765
- Website: mccarthywealth.com

Positive Aspects from Reviews

According to Google My Business, McCarthy Wealth And Tax Advisors has an average rating of 5/5 stars, with 23 reviews. Reviewers praise the company's friendly and knowledgeable staff, including Jerry and Christie, who are described as "friendly, knowledgeable and passionate about their services." Another reviewer mentions that they have worked with Jessica and have the utmost respect and trust for the business.

Another reviewer states that they have been working with McCarthy Wealth And Tax Advisors for a long time and have always left their meetings with confidence in the company's ability to provide expert advice. Overall, the reviews highlight the company's commitment to providing excellent customer service and its team's passion for their work.

👍 Reviews of McCarthy Wealth And Tax Advisors

Bill L.

5/5

Jerry and Christie are always great to work with. They are friendly, knowledgeable and passionate about their services. We always leave our meetings with them confident that our wealth is in the best hands possible.

Stephanie J.

5/5

I have been with McCarthy Wealth and Tax Advisors for a very long time. I have the upmost respect and trust for this business. I have worked with Jessica most recently and she has been instrumental in helping with my investments and taxes. She has the best communication and is very easy to work with.

Thomas L.

5/5

Christi was friendly and professional. She helped me resolve a complex tax issue and get the highest return possible. Definitely recommend McCarthy Wealth and Tax Advisors.

Debbie P.

5/5

I can’t say enough about how professional and accommodating this group is. Everyone I have dealt with bends over backwards to make everything just right. Not just taxes, but when I needed help with beneficiary paperwork after the loss of my mother they were right there to get the paperwork filled out correctly to avoid any delay. Def recommend using McCarthy to all my friends and family.

Marti H.

5/5

They are the very best with knowledgeable and professional support. They are kind and personable but all employees so stinking smart. Their follow up gets an A+

Dave B.

5/5

The entire McCarthy Team have done a tremendous job completing our income taxes and providing valuable advice and direction going forward

Lori W.

4/5

The automated system was concerning- but between my husband and I, we stumbled through ok. He’s more impressed than I am. I’m sure it makes your job easier though!

Bethany W.

5/5

I have been with this company for years and they have always provided efficient and reliable services. They treat you like family friends. A SPRINGBORO small business that is firmly planted in the community.

Debbie P.

5/5

I can’t say enough about how professional and accommodating this group is. Everyone I have dealt with bends over backwards to make everything just right. Not just taxes, but when I needed help with beneficiary paperwork after the loss of my mother they were right there to get the paperwork filled out correctly to avoid any delay. Def recommend using McCarthy to all my friends and family.

Stephanie J.

5/5

I have been with McCarthy Wealth and Tax Advisors for a very long time. I have the upmost respect and trust for this business. I have worked with Jessica most recently and she has been instrumental in helping with my investments and taxes. She has the best communication and is very easy to work with.

Bill L.

5/5

Jerry and Christie are always great to work with. They are friendly, knowledgeable and passionate about their services. We always leave our meetings with them confident that our wealth is in the best hands possible.

Thomas L.

5/5

Christi was friendly and professional. She helped me resolve a complex tax issue and get the highest return possible. Definitely recommend McCarthy Wealth and Tax Advisors.

Marti H.

5/5

They are the very best with knowledgeable and professional support. They are kind and personable but all employees so stinking smart. Their follow up gets an A+