Garafano Wealth & Tax Management, LLC is pleased to be able to provide our customers with news and information to assist you with all of your financial planning needs as we approach the 2025 Income Tax Season.
We look forward to working with each of you again this year to prepare your return and continue our valued business relationship in 2026!
Appointments
Please select one of the following links to schedule your tax appointment online:
MARLTON OFFICE 45 MINUTE APPOINTMENTS
PHONE/VIRTUAL 30 MINUTE APPOINTMENTS
You can also reach out to us at 609-506-5970 to schedule an appointment, but appointments made through the website get priority.
Once scheduled, please make sure to bring the following items with you to your appointment:
- W-2s, 1099 and 1098 Statements
- Mortgage Interest Statements
- Property Tax Information
- Cost Basis for Capital Gains or Losses
- Prior Year Tax Return for new clients
- Check Voided Personal for Direct Deposit
Also in an effort to “Go Green“, all finished returns will be emailed (secured) to you. Also, please bring in your USB Memory Stick so we may save for you all of your tax returns for the current and prior years. This will save unnecessary printing and provide you with all of your tax records in one convenient location for your personal use.
Office Location
South Jersey 901 Executive Building
Office Location: 901 Old Marlton Pike West, Suite A7
Marlton, NJ 08053
Meeting Preparation:
Please remember to bring the following items with you to your appointment:
- W-2s, 1099 and 1098 Statements
- Mortgage Interest Statements
- Property Tax Information
- Cost Basis for Capital Gains or Losses
- Prior Year Tax Return for new clients
- Check Voided Personal for Direct Deposit
To better assist you in the preparation of your tax return, you may forward your tax information to us before our meeting. Any correspondence as well as payments should be forwarded to us at the following addresses:
Mailing Address: Garafano Wealth & Tax Management
PO BOX 860
Marlton, NJ 08053-0860
E-mail: joseph@garafanowealth.com
PERSONALIZED TAX ORGANIZER:
If you would like to receive a personalized tax organizer to assist you with your preparation, please contact us at joseph@garafanowealth.com and we will send you one via secure e-mail. You can then bring this packet along with all supporting documents to your tax preparation appointment.
Garafano Wealth & Tax Management, LLC
as your
Financial Services Firm
We continue to value the business relationship we have with our broker-dealer, Cambridge Investments Research, Inc. and want to provide you with the same individualized support that you receive from us for income tax preparation services as you manage all of your financial planning needs.
Whether you are evaluating an investment, deciding upon a home sale, rolling over a 401(k) plan, planning for college for your children, or selecting a life or long-term care insurance policy, we are able to be completely objective and always have your best interest at heart.
As a valued client, we remind you that Joe is available to meet with you for a complimentary analysis of any investment account or insurance policy that you currently own. If you act now, this complementary consultation will also include a 4th Quarter Tax Review to assist you with your income tax planning for 2020.
Please contact us at your earliest convenience to set up this valuable appointment!