Real-Time Advice: In Time to Make a Difference

Every transaction has tax consequences; knowing those consequences beforehand makes all the difference. That’s why our forward-thinking approach includes a year-round consultation with our clients.

We meet at least quarterly with most clients to offer advice on an ongoing basis, not just for a single tax season. This is a significant benefit to many of our clients, who can better plan for tax events and overall cash flow on an annual basis—instead of being surprised at one given point in a year.

Our expertise extends through business and individual tax returns, wealth preservation and management, and personal investments.

Year-Round Planning

We deliver crucial and timely forward-thinking tax planning and tax preparation assistance that is fully integrated into your total financial plan. Our proactive approach allows clients to remain in compliance while taking advantage of all the credits and deductions available to those who anticipate the tax implications of their decisions throughout the tax year.

How We can Make It All Work Together for You Today:

William E. Zurlo, CPA brings over 30 year of accounting and tax expertise to his role serving outside business and individual tax clients.

Bill has been a CPA and a member of the Pennsylvania Institute of Certified Public Accountants (PICPA) since 1992. He earned his degree in Business and Economics from the University of Pittsburgh in 1990.

Bill began his career working for a local CPA firm in Murrysville where he performed various services for the firm including preparing business and individual tax returns along with many other client need-based services. Bill spent the next 20 years working at two Pennsylvania based utilities as a manager and director in accounting.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Duncan Financial Planning Advisors a registered investment advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge, Duncan Financial Group, L. Calvin Jones and its affiliates are separate entities.

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As an independent agency, we are here to help you find the right coverage.