Garafano Wealth & Tax Management

Building a Foundation of Financial Wellness

Garafano Wealth & Tax Management, LLC is a comprehensive wealth management firm dedicated to empowering individuals and small businesses throughout the process of financial planning, tax preparation, and investment guidance. Led by Joseph A. Garafano, CFP, our team has over 20 years of experience assisting clients in achieving their financial goals.

A Guiding Hand in Financial Planning

Working alongside our clients, we delve into their unique financial situations to develop personalized plans that address their specific needs. Our services include:

• Individual Tax Planning: Comprehensive strategies to maximize tax efficiency and minimize liabilities.
• Financial Planning: Developing a roadmap for wealth accumulation, retirement planning, estate planning, and insurance review.
• Investment Management: Tailored strategies to reach financial goals through diversified portfolios and ongoing review.

Expertise in Income Tax Preparation

For over 30 years, we have been assisting clients with accurate and efficient income tax preparation services, including:

• Personal income tax returns (Federal and State)
• Business tax returns (Sole Proprietorship, S corporations, C corporations)
• Tax planning and optimization strategies
• Representation before the IRS

A Personalized Approach to Client Care

We understand that every client is unique. That's why we take a personalized approach to understanding your financial goals and concerns. We are committed to:

• Building strong client relationships based on trust and open communication.
• Providing clear and concise explanations of financial concepts and strategies.
• Regularly reviewing and adjusting your plan to ensure it remains aligned with your evolving needs and goals.

Our Team and Values

Our team consists of experienced professionals who are passionate about guiding clients towards financial success. We are guided by:

• Integrity: We uphold the highest ethical standards and transparency in all our interactions.
• Client-Focusedness: Client needs are our top priority. We are dedicated to providing personalized and individualized solutions.
• Professionalism: We leverage our expertise and resources to deliver efficient and comprehensive financial solutions.