Broker Check
Julie McCarthy, EA

Julie McCarthy, EA

Partner, Tax Services

As a Partner in the Individual Taxation Department at McCarthy Wealth & Tax Advisors, I am devoted to serving our clients with patience, understanding, and a deep commitment to their financial success. With over 20 years of experience in the financial services industry, I have dedicated myself to helping others navigate the complex world of taxes and ensure they understand their filing requirements. In my role, I take great pride in making the tax code more accessible and easier to comprehend for our clients. Guiding our clients through the intricacies of tax filing is a responsibility I take seriously.

My educational background includes a bachelor's degree in business administration from the University of Cincinnati. To deepen my knowledge and expertise in taxation, I obtained the Enrolled Agent (EA) designation from the IRS. This designation showcases my competency and credibility in providing comprehensive tax services.

Patience is a value I hold dear, and I believe it is the greatest value I can bring to my clients. Taxes can be overwhelming and confusing, but with my hands-on approach, I strive to simplify the process and alleviate any stress our clients may experience. What I love most about my job is getting to know my clients on a personal level. Engaging in one-on-one conversations provides valuable insight into their needs, enabling me to tailor our tax strategies to their unique circumstances. Understanding my clients' financial goals and challenges is essential in helping them achieve optimal tax outcomes.

As a member of the National Association of Tax Professionals, I am committed to staying up-to-date with the latest developments in tax regulations and best practices. This dedication ensures that I provide the highest level of service to our clients, delivering accurate and reliable tax advice. Outside of work, I reside in Springboro, Ohio, with my husband, Jerry. Together, we cherish the simple joys of life and enjoy spending quality time with our adult children. Golfing is one of our favorite pastimes, allowing us to unwind and bond as a family.