Since graduating in 1983 from Temple University in Philadelphia, Steven Falcone, CPA has been providing professional accounting services with the goal of making each client comfortable and well informed of their current and future tax and financial situation. We work with small business owners in many areas including cash flow and tax planning so that they can focus on growing their businesses instead of spending time learning tax law and recordkeeping software. One of our goals is to make individuals and business owners comfortable with their tax planning so that they can focus on their job, business or retirement. Our staff is well trained and has many years of experience. They enjoy the personal contact that they have with clients. Services are provided to clients in many states with a primary focus on Delaware, Maryland and Pennsylvania.

Events

CHOW seminars featuring Steve Falcone and Financial Advisor, Brad Donovan

Stand by for future CHOW seminars featuring Steve Falcone and Financial Advisor, Brad Donovan. They're FREE! Take advantage of the opportunity to speak with experienced professionals and participate in a discussion on dealing with your upcoming taxes.

Topics include:
  • Ways to save money on your income taxes
  • Taxes on social security and pension income
  • Write-offs for your primary residence and a second home
  • Advantages/Disadvantages of Traditional and Roth retirement contributions
  • Tax efficient investing ideas
  • Gift tax exclusions
  • Deductions for college expenses
  • Interest, dividend, and capital gain tax rates
  • Any other tax issues attendees would like to discuss
Ocean Shore