Our purpose at Scalco Financial is to provide our clients clarity and peace of mind concerning their tax and financial affairs. We offer independent expert advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative, tax-optimized solutions that are suited to your unique situation.No matter what stage of life you are in, we are committed to maintain and nurture our relationship with you. We are capable of providing a wide range of services to fulfill your financial needs.

We strive to deliver personalized service and to maintain continual communication. Our advantage comes from keeping the focus on our clients’ needs as well as years of advanced training. We are continually investing time and resources in professional continuing education and state of the art computer technology. Take a look at our list of services, and contact us to discuss how we can help you. We care about you and your business.

We offer comprehensive tax and wealth care solutions, including:

  • Tax Planning and Preparation
  • Representation before the IRS, State, and other taxing authorities
  • Investment Planning
  • Retirement Planning
  • Income Protection and Asset Preservation
  • Insurance Planning
  • Estate Planning
  • Business Planning