About
Education and coordination, built into every conversation.
About
Tom Jr. started at Accountable Tax Advisors in 2013 as a college intern, working alongside his father. He was licensed as a financial advisor in 2016 and as a tax preparer in 2020. In 2021 he rebranded and rebuilt the firm as Cove Accounting, and simultaneously launched Cove Financial, consolidating what had been separate accounting and financial-planning practices into one integrated approach. His conviction: taxes, accounting, and financial planning are inseparable, and clients deserve to understand not just the what but the why. Tom Jr. serves clients from both the Boca Raton, FL and Staten Island, NY offices.
Focus areas
- Tax planning conversations
- Complex-income coordination
- Client education
- Coordination with Cove Financial
Credentials & registrations
- Current IRS Preparer Tax Identification Number
- Seton Hall University, Economics with a minor in Business Administration
- Holistic financial coaching certification through Columbia University
- Nearly a decade of industry experience
Direct contact
Location: Serves clients from the Boca Raton, FL and Staten Island, NY offices.
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