Changes to your income, dependents, investments and other assets can affect your tax return. However, proactive planning can help capitalize on opportunities to reduce your tax liability throughout the year.
Our tax planning services include helping maximize your tax deductions and credits by adjusting the timing of income and expenses in a way that’s most beneficial to you. We provide guidance on the tax implications of major life events, such as selling property, retiring or receiving an inheritance, and collaborate with the team at TruPlan Financial Advisors to enhance the tax efficiency of your investments and financial plan.
The goal is to arrange your finances in a way that minimizes taxes owed—now and in the future—while ensuring you remain compliant with current tax laws.
David J. Scafa, CPA, PFS
SENIOR WEALTH ADVISOR
609-750-0034
Dave has over 30 years experience in the financial services industry. A graduate of Baruch College of the City University of New York, Dave started building his accounting practice upon graduation in 1980 while working full time.
Mary Basso
Client Services Assistant
Mary is a dedicated and detail-oriented accountant. She is responsible for the preliminary tax preparation for individual client returns. This involves entering all tax data and contacting clients for missing information so...
Patricia Stanley
Accounting Manager
(609) 750-0034
Ms. Patricia Stanley is an accomplished accounting professional with three decades of experience in general ledger maintenance, account analysis and reconciliation and more. Ms. Stanley has honed her skills and deepened her knowledge...