The U.S. tax code is robust and complex—not to mention always evolving. Our team stays informed as tax laws change to ensure our clients don’t pay more than their fair share. While preparing your tax return, we help you take advantage of available deductions and credits, and we strive for timely, accurate services supported by clear communication and simple processes.
Our tax preparation services include:
- State tax return preparation
- Individual income tax preparation
- Business tax returns
- Income, gift and estate tax returns
We also offer support to guide you through IRS or state tax audits and can even offer representations before the IRS should the need arise.
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...