Couto DeFranco is an accountant in West Orange, NJ, located at 300 Executive Dr #200. It holds a rating of 4.70 based on customer reviews.
Founded in 1992 by Nelson Couto and Anthony DeFranco, the firm began as a full-service tax and accounting firm in South Orange, New Jersey. For more than three decades, it has provided accounting, business consulting, business planning, estate and trust planning, and wealth management services to individuals, families, and corporate executives in the Essex County area. In 1996, the business expanded its offerings to include financial planning and partnered with broker-dealer Avantax.
The team consists of experienced tax preparers, financial planners, and administrative staff. Anthony DeFranco is a CPA, CFP®, and holds an M.S. in Taxation. He specializes in tax preparation, planning, estates, and trusts for individuals, families, closely held corporations, and nonprofits. He also has experience in designing and implementing corporate compensation, fringe benefit, and retirement plans.
The firm takes a tax-intelligent approach to financial portfolios, helping clients maximize opportunities and minimize tax liability. Services include retirement planning, investment management, cash flow management, education savings, and estate planning. The team works to understand clients' current situations, history, and future needs to create clear financial plans.
Avantax was founded in 1983 and in 2019, HD Vest and 1st Global unified to form Avantax. In 2020, HK Financial Services was added via acquisition. In 2023, Avantax joined Cetera. Avantax provides advisors with tools and processes to combine tax-focused decisions and wealth management strategies.
Couto DeFranco Wealth Management is located at 300 Executive Drive Suite 200, West Orange, NJ 07052. Phone: 973-325-3370. Fax: 973-325-3371. Toll-Free: 888-378-3399. Hours: Mon-Fri, 9:00 AM - 5:00 PM.
BizScoreAI gives Couto DeFranco a Performance score of 88 out of 100. This strong rating reflects fast website loading speeds that keep visitors engaged and support search engine rankings. The firm also earns a Discoverability score of 75 out of 100. This solid result shows that AI crawlers can access all pages, which is essential for being recommended by AI assistants.
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