E: tim@timmccarthycpa.com / T: (860) 676-2246
Client Portal Login    Subscribe
Avon, CT CPA Firm | Meet Our Staff Page | Tim McCarthy CPA/PFS
  • Home
  • About Us
    • Our Values
    • Meet Our Staff
    • Get To Know Us
  • Our Services
    • Services For Individuals
      • Personal Financial Planning
      • Estate Planning
      • Retirement Planning
    • Business Services
      • Strategic Business Planning
      • Succession Planning
      • New Business Formation
    • Tax Services
      • Tax Planning
      • Tax Problems
        • IRS Audit Representation
        • Non-Filed Tax Returns
        • Back Taxes Owed
        • Payroll Tax Problems
        • IRS Levies
        • IRS Wage Garnishment
        • IRS Payment Plan
        • Offer In Compromise
        • Innocent Spouse Relief
        • Get Your IRS File
    • Process & Pricing
  • News & Updates
    • This Month's Newsletter
    • Previous Newsletters
    • Our Blog
    • COVID Updates
    • YOU ASK WE ANSWER
  • Our Guidance
    • Life Events
    • Business Strategies
    • Investment Strategies
    • Tax Strategies for Business Owners
    • Tax Strategies for Individuals
    • Frequently Asked Questions
  • Tax Center
    • Track Your Refund
    • Tax Due Dates
    • Tax Rates
    • IRS Tax Forms and Publications
    • Record Retention Guide
    • State Tax Forms
    • 1040 Tax Calculator
  • Resources
    • IRS Withholding Calculator
    • Client Portal
    • SecureSend
    • Internet Links
    • News and Weather
  • Contact Us

Meet Our Staff

Call Us: (860) 676-2246
  • broad range of CPA services
    Peace of Mind is knowing that your finances are looked after by experienced professionals who care about you. Read more

Where's My Refund?

When will you receive your refund? The answer depends on how you filed your return. The IRS should issue your refund check within six to eight weeks of filing a paper return.

Our Newsletter

Miss last month's newsletter? No problem. We keep the last 6 months of newsletters here for you to read.

State Tax Forms

Quickly print the tax forms you need from any State in the country.

Our Services

We are a full-service Accounting firm licensed in CT. We offer a broad range of services for business owners, executives, and independent professionals.

Featured Articles

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.



Please visit our US Wealth Farmington Valley website at  www.uswealthfarmingtonvalley.com   

Tim McCarthy, CPA/PFS
30 Tower Lane
Avon, CT, 06001
Phone: (860) 676-2246
tim@timmccarthycpa.com

Tim McCarthy CPA/PFS 30 Tower Lane Avon, CT  06001
Phone: (860) 676-2246 | Fax:
tim@timmccarthycpa.com
Login   Search   Site Map   Privacy Policy   Disclaimer