Overview
Philip DeFalco works closely with a diverse range of clients, including individuals as well as family-owned restaurants, logistics companies, medical practice groups, architect firms, law firms, and other service companies. Phil brings a practical and relationship-driven approach to both business and individual financial planning. His work often bridges the gap between business operations and personal financial needs, especially for business owners whose personal and professional finances are closely connected. Phil values the long-term relationships he builds with clients and takes pride in being a trusted advisor who supports their growth and decision-making.
Experience
Phil specializes in business advisory and tax planning, providing hands-on, personalized service. His proactive approach and regular meetings help clients make informed decisions and stay aligned with their financial goals. Phil and his team become deeply involved in their clients’ operations, offering tailored advice that reflects a strong understanding of each client’s unique challenges.
Phil’s ability to connect business strategy with personal financial planning makes him especially effective in supporting family-owned enterprises and closely held companies with tax planning, estate planning, and other financial matters. Whether a client is a business, business owner, or an individual, Phil helps them navigate strategic decisions, plan for growth, and manage transitions, always with an eye toward long-term success.
Education & Affiliations
Phil earned his undergraduate degree in Accounting from the University of Rhode Island and holds a Master of Taxation from Seton Hall University. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants, as well as the New Jersey and New York State CPA societies. Phil also contributes to his community by serving on the finance committee at St. Ann’s Church in Hoboken, NJ, and doing volunteer work with the Hoboken Little League.
Insights
