FAMILY WEALTH TAX ADVISORY, LLC
NAPLES, FLORIDA

Based in Naples, Florida, Family Wealth Tax Advisory, LLC is a premier firm specializing in financial guidance for individuals, estate fiduciaries, and business owners. Founded in June 2016, the company boasts a comprehensive suite of services including tax preparation, accounting, and financial planning, tailored to meet the diverse needs of its clientele within Southwest Florida. The firm's mission emphasizes maintaining financial viability in the present while proactively achieving future goals through meticulous research and analysis. Family Wealth Tax Advisory has built a strong reputation for excellence by employing seasoned professionals who offer personalized, high-standard services ensuring clients' close attention and trust, leading to sustained client relationships over the years. The team includes principal Maria, renowned for her extensive experience in tax and nonprofit accounting; C.P.A. Fran Nolan, specializing in tax preparation, planning, and QuickBooks solutions; Jennifer Irvan, skilled in bookkeeping and payroll administration with a prestigious QuickBooks ProAdvisor Certification; and senior accountant Rebecca Gerke, who combines nearly two decades of public and private accounting expertise with her certification as a Certified QuickBooks ProAdvisor. The firm is committed to providing robust security measures for all client communications and data. Leveraging Secure Socket Layer (SSL) encryption, the company ensures secure interactions similar to those used by banking institutions and well-known e-commerce services. Furthermore, encrypted file storage on servers and real-time data mirroring enhance data integrity and protection against potential disaster scenarios. As a Florida-registered company with File Number L16000114584, Family Wealth Tax Advisory continues its mission of offering tailored financial solutions while fostering growth in the dynamic regulatory environment of the finance sector. The firm's leadership is currently managed by Tom L Lamacchio. For more information, visit their website at [familywealthtaxadvisory.com](http://www.familywealthtaxadvisory.com).