Valerie McCarthy, EA

Valerie McCarthy is an IRS Enrolled Agent authorized to practice before the IRS and represent taxpayers nationwide. With more than 19 years of experience in public accounting, she brings extensive knowledge and hands-on expertise in tax preparation, tax planning, accounting, and financial advisory services to every client.

Valerie is a proud alumna of Sam Houston State University, where she earned her bachelor’s degree in accounting. Committed to continued professional growth, she also completed two additional years of advanced-level accounting coursework to further strengthen her technical expertise and meet the educational requirements for CPA licensure. She is currently sitting for the CPA examination as she works toward earning her Certified Public Accountant designation.

Throughout her career, Valerie has developed a reputation for precision, professionalism, and a genuine commitment to the people she serves. She has a talent for translating complex tax and financial matters into clear, practical guidance, helping clients better understand their financial picture, and making informed decisions with confidence.

Valerie believes the strongest client relationships are built on trust, communication, and a personal understanding of each client’s unique circumstances and goals. Her approach combines technical expertise with personalized service, allowing her to provide every client with knowledgeable, responsive, and detail-oriented support while making the tax and financial planning process as approachable and stress-free as possible.

Married and a proud mother of four, Valerie deeply values family, integrity, and balance. Outside of the office, she can often be found cheering from the sidelines at her children’s soccer, football, volleyball, and basketball games or encouraging their budding entrepreneurial ventures. Whether at work or at home, Valerie brings the same enthusiasm for helping others grow, succeed, and reach their goals.