Business Details
35 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Since 1991, Patrick J McCarty, CPA has provided personalized financial guidance to individuals and businesses in Clarkston, Michigan. Our expertise spans tax management, accounting services, financial planning, and controller services, positioning us as a leading firm in the region. We combine decades of experience with a commitment to high standards, ensuring every client receives thorough analysis and attention. Our mission focuses on maintaining financial viability for clients while proactively addressing future goals through open communication and sound analysis. With over 30 years of service, we have built trust through responsiveness, professionalism, and a dedication to timely, competent advice. Our team specializes in integrating financial planning with tax strategies, evaluating estate and trust tax approaches, and optimizing business accounting systems.We prioritize client education, offering resources like downloadable tax forms, financial calculators, and industry-specific insights for sectors including construction, healthcare, and real estate. Our values emphasize professionalism through continuous education on tax law developments and leveraging technology to enhance client service. We maintain responsiveness by addressing client concerns year-round, not just during tax season, and ensure quality through insightful advice for informed financial decisions. This enduring approach has earned us a loyal client base and respect within Clarkston's business community.
Services
Personal Financial Planning
Retirement Planning
Bookkeeping Services
Tax Preparation
IRS Audit Representation
QuickBooks Setup
Business Advisory
Estate Planning
Payroll Services
Cash Flow Management
Details
- Year established: 1991
Highlights and features
- We offer over 30 years of experience in accounting and tax services.
- Our team provides personalized financial planning integrated with tax strategies.
- We specialize in QuickBooks setup and training for small businesses.
- Our responsiveness ensures timely solutions for year-round financial needs.
- We maintain expertise in IRS audit representation and tax dispute resolution.
Services
Personal Financial Planning
Develop comprehensive financial plans to achieve retirement, education savings, and wealth preservation goals. We analyze investment strategies, evaluate tax-efficient distributions, and create customized retirement income plans. Our approach integrates tax planning with estate strategies to minimize liabilities while maximizing asset growth for long-term financial independence.
Small Business Accounting
Provide full-service accounting solutions including bookkeeping, payroll, and financial reporting. We implement internal controls, prepare budgets, and offer outsourced CFO services to improve cash flow and profitability. Our team specializes in business advisory services for entity selection, tax compliance, and strategic financial forecasting tailored to Michigan-based companies.
Tax Services
Offer comprehensive tax planning and preparation for individuals and businesses. Services include IRS audit representation, tax relief programs, and compliance solutions for payroll and sales taxes. We specialize in minimizing tax liabilities through strategic planning while ensuring adherence to federal, state, and local tax regulations for optimal financial outcomes.
IRS Audit Representation
Represent clients during IRS audits and tax disputes. We handle all correspondence, minimize tax liabilities, and appeal unfavorable decisions. Our expertise includes resolving payroll tax problems, lien/levy releases, and innocent spouse relief cases. We provide proactive guidance to prevent future audit risks while protecting client interests throughout the process.
QuickBooks Services
Deliver QuickBooks setup, training, and optimization services for small businesses. We configure accounting systems, establish chart of accounts, and provide ongoing support for financial management. Our team ensures accurate data migration, customized reporting, and staff training to maximize software efficiency for improved business financial operations.
People
Patrick J. McCarty
CPA
With over 30 years of experience, Patrick J. McCarty specializes in accounting, tax planning, and financial advisory services. He focuses on personalized client solutions, combining technical expertise with proactive financial strategies to support long-term success for individuals and businesses in Clarkston, Michigan.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, internal controls implementation, and outsourced CFO services tailored to Michigan small businesses.
How can you help with tax preparation and planning?
We offer individual and business tax return preparation, strategic tax planning to minimize liabilities, and compliance solutions for federal, state, and local tax requirements.
Do you assist with QuickBooks accounting software?
Yes, we provide QuickBooks setup, training, data migration, and ongoing support to optimize accounting processes for small businesses.
What IRS audit services are available?
We represent clients during IRS audits, resolve tax disputes, and implement corrective measures for payroll tax issues, liens, and levies.
How does your financial planning process work?
We develop customized plans addressing retirement, estate planning, and wealth management needs through comprehensive analysis and tax-integrated strategies.
Can you provide a free consultation?
Yes, we offer free initial consultations to discuss your specific accounting, tax, or financial planning needs.
