Scalco Financial

Name: Scalco Financial
Address: 207 East Broadway, Long Beach, CA, 90802, US
Telephone: (562) 430-3780
Price range: $$$
Rating: 5

Scalco Financial: Clear tax and financial guidance with compassionate, expert support.

5(5 reviews)

accountant

$$$

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About

Scalco Financial delivers professional tax, financial planning, and investment guidance in Long Beach. Led by Marco Scalco, the firm is praised for responsive communication, clear explanations, and attentive service for personal and business tax needs. Clients value forward-looking advice, organized tax support, and retirement planning, all delivered in a welcoming, professional setting at the Long Beach office.

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Location

207 E Broadway UNIT 201, Long Beach, CA 90802, USA

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Information

207 East Broadway

Long Beach, CA, 90802

(562) 430-3780 scalcofinancial.com/

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Services

Tax Preparation and Filing

Comprehensive personal and business tax services with efficient filing and quick returns.

Financial Planning

Tailored advice on investments, retirement, and wealth management to secure your financial future.

Estate and Inheritance Planning

Expert guidance on inheritance matters, estate taxes, and financial transitions during life changes.

Business Tax Consulting

Strategic tax planning and compliance services for businesses, including new regulations and economic insights.

Investment Advisory

Personalized investment strategies based on market conditions and client goals for optimal growth.

5.00 · 5 reviews

Overall rating

Victoria Ferguson

via Google

· 11 months ago

I cannot recommend Marco Scalco highly enough. His support during one of the most challenging periods of my life—the passing of my mother and dealing with the subsequent inheritance—was invaluable. Beyond his impressive expertise, he demonstrated incredible empathy and patience, which made a world of difference. Marco's communication is outstanding; he is always quick to respond and explains complex financial matters in a clear and approachable way. This has been a huge relief, especially during an emotional time. I feel completely confident and informed with Marco handling my ongoing financial and tax needs.

The Negotiator

via Google

· 1 year ago

Marco has helped our family for many years regarding personal and business tax and financial objectives. He has a wealth of professional knowledge and expertise and is always alert to new laws, regulations, and economic and market conditions and strategies. Marco provides you with confidence and comfort as he is focused on your needs and desires. Very easy to work with. Kim D.

Leslie Charlesworth

via Google

· 6 years ago

What a professional and welcoming firm! I often use my first telephone experience to determine whether to hire a business, and Angelica was terrific and helpful on the phone. That carried over to the first meeting during which Marco Scalco, the owner, quickly assessed my documentation and prepared the majority of my tax return. I have been to CPAs who do more talking than work, and the process drags on for weeks. I already have an idea of what the final return will look like. I was not only impressed by the service, but the clean, attractive and organized office suite. It was quickly apparent that Marco is a seasoned professional whose expertise spans from taxes to financial planning to investments. It was a pleasure to meet someone of Marco's standards and ethics. I'll be coming back for many years.

Julie Yabumoto

via Google

· 6 years ago

Marco Scalco has been doing my taxes for a few years. He is highly professional and efficient. I appreciate how quickly he files my taxes and how quickly my tax returns come. On my visit this tax season, he gave me very good advice on my investments. He not only knows taxes, but he gives great financial planning advice. He took the time to clearly explain things to me. I would give him more than five stars if I could. I sincerely appreciate how he took extra time to explain things to me. I plan to use his great advice so I can better plan my future and be better prepared for retirement.

Jodie Tyo

via Google

· 8 years ago

Marco Scalco has handled my tax and financial business for ten years. Marco is very friendly, easy to work with, and pays careful attention to my changing financial situations. Marco’s personal knowledge, ethical standards, and forward thinking gives me complete confidence in all my tax and retirement financial questions. I highly recommend Scalco Financial.

Lbc Tax Services, a finance-focused establishment in Long Beach, is located at 2481 Pacific Ave, Long Beach, CA 90806. The shop earns praise for fast, accurate returns and clear explanations, with Will and Donna guiding clients through questions. Several reviews note past-year error corrections and amended returns that helped clients recover funds, while one review mentions concerns about pricing and management style. Appointments recommended.

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