Bill McMichael, Master of Business Administration, EA
Financial Advisor & Accountant
With more than 28 years of experience across a broad spectrum of financial services, Bill McMichael brings both technical expertise and a client-first approach to every engagement. He earned his undergraduate degree in Organizational Management from Eastern University and went on to complete both his Master of Business Administration and a Graduate Certificate in Accounting at the Smeal College of Business at The Pennsylvania State University.
As an Enrolled Agent and Accountant specializing in complex tax returns and intricate tax matters, Bill has successfully resolved challenging cases involving the IRS as well as multiple state agencies. His accounting background provides clients with the confidence that even the most difficult tax situations can be handled with clarity and precision. Bill joined forces with Arch McMichael in the tax practice in 2015 and later took over the practice in 2022, continuing its legacy of trusted client service.
In addition to his tax expertise, Bill is a practicing Financial Advisor with over 25 years of experience serving families. His securities licensing allows him to integrate investment management with broader financial planning, helping clients achieve long-term goals while addressing immediate needs.
Bill is known not only for his professional accomplishments but also for his active role in the community. He regularly volunteers his time and expertise to not-for-profit organizations, reflecting his commitment to service beyond the office. He is also an Old Guard Member of the Orpheus Club of Philadelphia, and when he’s not serving clients, you’ll often find him on the water—whether big-game fishing offshore or racing sailboats. Most importantly, Bill is a devoted husband and father, and he values time spent with his family above all.
Bill McMichael, EA, MBA Owner
Bill brings his almost 30 years of experience in financial services to the table.