Our Services

McCafferty and Company P.C. serves as trusted advisors for individuals and businesses alike. Our Principles and staff possess an extensive range of experience providing timely and comprehensive services to our clients.

Accounting and Auditing (A&A)

At McCafferty and Company, P.C. we offer proactive guidance and innovative solutions to assist management and owners meet its business demands. We maintain regular contact with clients throughout the year to ensure we have a complete understanding of their operations and current events.

A&A Services include:

  • Audit and review of financial statements
  • Retirement plan, Employee benefits and 401K audits
  • Not for profit and governmental audits
  • Broker/Dealer PCAOB audits
  • Compilation reports
  • Small business accounting and services

Tax Services

At McCafferty and Company, P.C. we analyze each of our clients tax position throughout the year, not just at tax time. This close working relationship eliminates surprises, identifies opportunities to minimize taxes, and allows our tax experts to proactively identify planning opportunities for your business and personal taxes.

Our areas of concentration and tax services we provide:

  • Individuals and family group
  • Limited liability companies and partnerships
  • S and C Corporations
  • Estate and gift tax
  • Trust taxation
  • Federal and State taxes
  • Tax planning and research
  • Tax return preparation
  • IRS representation
  • International tax matters

Advisory Services

At McCafferty and Company, P.C. we make it our business to become an integral part of your future. Your business model or estate plan is no longer a do-it-yourself project. Ever-changing tax laws, complicated investment products, and complex legal issues can make your goal of achieving financial success a real challenge. McCafferty And Company, P.C. will assist you and work closely with other professionals on your team to address your long term goals, strengthen your financial security and maintain your quality of life.

Our Advisory Services include:

  • Retirement Planning
  • Tax Reduction Strategies
  • Estate, Legacy, and Beneficiary Planning
  • Wealth Accumulation Planning
  • Family Income Protection Strategies
  • Education Funding
  • Special Needs Planning
  • Life, Disability, and Long-Term Care Insurance
  • Business Owner Planning
  • Benefit and Compensation Plans
  • Continuity and Succession Planning
  • Retirement Plans, 401(k), SEP, Simple Plans

Specialized Business Consulting

At McCafferty and Company, P.C. we are well prepared to assist you and your business in meeting the challenges of litigation, evaluating potential business opportunities, preparing and complying with bankruptcy proceedings, and dealing with complex business transactions. Our experts routinely deal with crisis situations and work closely with attorneys, bankers and turnaround professionals to solve complex problems and reduce risk.

Areas of Expertise Include:

  • Litigation Support
  • Business Valuations
  • Mergers and Acquisitions
  • Business Succession Planning
  • Management Advisory Services
  • Debt and Equity Financing Sourcing
  • Bankruptcy Advisory Services
  • Strategic business Planning
  • Cash Flow Forecast and Budgeting
  • Internal Control Evaluation
  • Fraud and Forensic Accounting Investigation