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Michael F. McCarthy, CPA, CFP®, MST

Contact
Principal, Advisory and Tax Services


Location
Ann Arbor, MI
734.761.2005


Education
University of Michigan at Dearborn, BBA

Walsh College, MST


Memberships
American Institute of Certified Public Accountants 

Michigan Association of Certified Public Accountants 

Washtenaw Estate Planning Council 

Financial Planning Association 

Leadership Ann Arbor 

Ann Arbor Briarwood Rotary | president, 1994-1995 

Current Role

Mike is a principal with Rehmann’s tax team and he is based in the Ann Arbor office. 

Service Areas

  • General business consulting 
  • Entity design and business structure 
  • Financial planning 
  • Estate planning 
  • Tax, planning and consulting 

Experience

Mike joined Rehmann in January 2011 in connection with the firm’s business combination with Wright Griffin Davis and Co. He began his public accounting career in 1983 and focuses on trusts, estates, and employee benefit plans, as well as individual and business taxation. He is involved in research, analysis, planning, review, tax return preparation, and compliance with the increasingly complex requirements of state and federal law. On behalf of corporate and individual clients, he works closely with attorneys, trust officers, insurance firms, and investment advisors to define, anticipate, and resolve tax problems. 

Mike is also a Certified Financial Planner™. 

Certified Financial Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  

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Resources contributed to by Michael F. McCarthy, CPA, CFP®, MST