Our Philosophy
Communication, collaboration, and exceptional client service.
At David J. Scafa, CPA, PFS, our team is entirely committed to your success. We believe that strong relationships begin with listening well. We aim to fully understand your financial situation—your goals, challenges and opportunities—so we can be the best possible partner to your family. We believe in clear, proactive communication to keep you informed and are committed to detailed, timely follow-through.
Most financial decisions have a corresponding tax implication, which is why we deliver tax-smart financial plans through TruPlan Financial Advisors, ensuring clients receive comprehensive financial advice and quality investment management. Alongside the TruPlan team, we collaborate and consult on tax-saving opportunities to optimize your financial situation.
At David J. Scafa, CPA, PFS, every client gets our undivided attention and the same care and concern we would offer to our family and closest friends. This is why many of our business relationships have developed into friendships over the years, and it’s our privilege to be part of your lives.