Tax

Gain access to integrated tax planning and consulting, including preparation of tax returns and compliance, bookkeeping, payroll administration, bill pay, and other accounting services. Employ estate and income tax strategies for business owners.

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From Tax Strategy to Tax Return

Business Tax Team

Gary A. Dalessandro, MS, CPA/PFS, CFP®, Wealth Management Strategist at JFS Wealth Advisors

Gary A. Dalessandro, MS, CPA/PFS, CFP®

Gary A. Dalessandro, MS, CPA/PFS, CFP® is a Wealth Management Strategist for JFS Wealth Advisors, based out of the Hermitage office.

Michelle L. Wright, CPA, MST, Tax Director at JFS Wealth Advisors

Michelle L. Wright, CPA, MST

Michelle L. Wright, CPA, MST is Tax Director at JFS Wealth Advisors, based out of our Hermitage office.

Jacki Grober, Tax Senior at JFS Wealth Advisors

Jacki Grober

Jacki Grober is a Tax Senior for JFS Wealth Advisors, based out of our Hermitage office.

Stephen Linamen, Tax Senior at JFS Wealth Advisors

Stephen Linamen

Stephen Linamen is a Tax Senior at JFS Wealth Advisors, based out of our Hermitage office.

Thomas A. Foglia, CPA/PFS, MST, Partner, Tax Director at JFS Wealth Advisors

Thomas A. Foglia, CPA/PFS, MST

Thomas A. Foglia, CPA/PFS, MST is Partner, Wealth Advisor, Tax Director at JFS Wealth Advisors, based out of our Blue Bell office.

Linda N. Ruggia, Tax & Accounting Coordinator at JFS Wealth Advisors

Linda N. Ruggia

Linda N. Ruggia is Tax & Accounting Coordinator for JFS Wealth Advisors, based out of our Blue Bell office.

Morgan E. Ramsey, Tax Accountant at JFS Wealth Advisors

Morgan E. Ramsey

Morgan E. Ramsey is a Tax Accountant for JFS Wealth Advisors, based out of our Hermitage office.

Jeanette Shaffer, Tax Coordinator at JFS Wealth Advisors

Jeanette Shaffer

Jeanette Shaffer is a Tax Coordinator at JFS Wealth Advisors, based out of our Hermitage office.

Kristen Devlin, EA, Tax Manager at JFS Wealth Advisors

Kristen Devlin, EA

Kristen Devlin is a Tax Manager for JFS Wealth Advisors, based out of our Doylestown office.

Hanna Blake

Hanna Blake is a Tax Accountant at JFS Wealth Advisors, based out of our Hermitage office.

Tax Insights

Insights

5 Reasons to Review Your Estate Plan

January 10, 2024

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2024 Retirement Accounts Limits

November 14, 2023

Insights

Year-End Tax Planning, SECURE 2.0, and You

October 24, 2023

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Business Retirement Plans

Navigate the complex financial landscape faced by business owners and executives.

Business Growth and Transitions

Navigate the complex financial landscape faced by business owners and executives.

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