Tim McCarthy, CPA/PFS, CLU  is a full-service Certified Public Accounting firm licensed in Connecticut. All our CPA's hold valid  CPA Certificates.

Meet Our Staff:

Tim McCarthy, CPA/PFS, CLU
President

Prior to starting Timothy S McCarthy CPA, Tim was a Manager with Coopers & Lybrand in their Hartford, CT office.  In 1987, he left Coopers to build his own Tax Practice, Timothy S McCarthy CPA, located in Avon, CT.  He has been an adjunct faculty member at Central Connecticut State University and the University of Hartford teaching graduate level classes in Income and International Tax issues and Business Administration.  The holder of a MSBA from the University of Massachusetts, Tim is licensed in Connecticut as a Certified Public Account and Personal Financial Specialist (CPA/PFS).  Tim favorite area of Tax expertise is executive compensation and options.   

At the repeated requests from his tax clients, Tim expanded his services to include Retirement and Financial Planning.  In order to play a more active role in his clients' personal financial affairs, Tim has affiliated himself with LPL Financial, his Broker Dealer and US Financial Advisors LLC. his Registered Investment Advisor (RIA).  Through LPL Financial, Tim holds a Series 24 Registered Principal, a Series 66 Investment Advisory Representative, and Series 7 Full Securities Registered Representative registrations.  Tim also earned his CLU, Chartered Life Underwriter from the American College.  Tim has over thirty years of experience in the Financial Service Industry.    

Tim is a proud sponsor and board member of The Avon Chamber of Commerce.

Nancy Muench, CPA
Tax Manager

Nancy Muench has been employed by our firm for almost 20 years.  Nancy manages our Personal and Small Business Tax divisions.   She received her BBA in Accounting from the University of Iowa graduating summa cum laude and has done additional graduate level work.  

Prior to joining our firm, Nancy was employed by Ernst & Young in Tax and Audit and at Dodi Properties/ Trident Development in the Chicago area doing real estate tax work.

Nancy lives with her husband Steve in Avon, CT.  They raised three children who attended our local school system.  Nancy enjoys cycling, swimming and traveling.

Susan Davies, CFP ®
Director of Operations and Planning

As director of operations, Sue is responsible for the day to day running of our tax and accounting business as well as our wealth management commitments.  Sue organizes daily operations to ensure productivity and consistent customer service. 

AS a CERTIFIED FINANCIAL PLANNER practioner, Sue works with our clients to understand their overall financial position to best integrate efficient tax planning.   

Sue holds a Bachelor of Science in Business from Saint Michael’s College.

Sue is an avid runner and has completed 21 marathons.  Sue enjoys running, biking and traveling with family and friends.  

Margaret Shea McCarthy
Director of Marketing

Margaret brings to Tim McCarthy, CPA exceptional leadership and organizational skills. She is responsible for strengthening our company's presence in the tax and accounting world through creative and analytical social media campaigns. Margaret is a liaison for our firm in the community, and she is an instrumental member of the Avon Chamber of Commerce Membership Committee.

Margaret has been with the firm since its inception in 1987 and has held various titles within the firm.  Throughout her thirty year career, she has worked in various positions throughout the financial services industry.  She has an MBA in Finance. 

Margaret and Tim have a daughter serving as an officer in the United States Air Force.

Samanta Music

Tax and Planning Administrator

  Sam is the first point of contact with our clients, ensuring that their tax preparation process runs smoothy and efficiently.  Sam has a background in tax preparation which requires her to pay close attention to the details and communicate regularly with each client and their unique tax situation.

  Sam holds a Bachelor of Arts degree from University of Connecticut and her associate degree in Accounting.

  In her spare time, Sam enjoys running, baking, traveling and spending time with friends and family.

Meet our Wealth Management Team

Laura Miller
Account Service Manager

Laura joined US Wealth Farmington Valley in 2005. She assists Tim in all administrative activities related to wealth management including preparing and processing all new account and transfer paperwork, processing client requests for distributions and withdrawals, managing deposits and contributions to client accounts, and account maintenance.

Laura is a graduate of the University of Michigan where she received her Bachelor of Science in Engineering degree (Go Blue!).  She also attended the University of San Diego where she graduated with her Master of Business Administration with a concentration in Finance.