Anthony DeFranco's clients view him as a financial coach - using his professional expertise to deliver the practical advice and personal encouragement they need to pursue a financial future. DeFranco's extensive background in taxation - including a Masters in Taxation and several years as a Big Four auditor - is invaluable for helping the firm's clients assess the tax ramifications of various financial strategies. He has built a highly regarded specialty in all phases of tax preparation, planning, and estates and trusts, for clients ranging from individuals and families to closely held corporations and non-profits. DeFranco also has extensive experience in the design and implementation of corporate compensation, fringe benefit and retirement plans. DeFranco is a past president of both the South Orange Chapter of Rotary International and Orange/West Orange Unico National. He has also served as the treasurer of the South Orange Chamber of Commerce and president of the Orange/West Orange Unico Foundation. In 1999, DeFranco was named a Paul Harris Fellow by Rotary International for his ongoing personal and financial support of the organization's mission.Specialties: Tax preparation, planning, and estates and trusts, for clients ranging from individuals and families to closely held corporations and non-profits.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated Insurance agency.Please visit www.avantaxwealthmanagement.com/social_policy for more information.