Kevin G. Duffy, CPA/CFF, CFP®
Head of Tax Planning
Kevin G. Duffy brings more than 35 years of public accounting experience and the combined perspective of a CPA and CERTIFIED FINANCIAL PLANNER® professional to his tax work with individuals, families, and business owners.
Thorough and analytical, direct yet caring, Kevin takes time to understand each client’s financial information, personal circumstances, and goals before offering tax advice. He aims to help clients understand their financial picture, clarify their tax situation, and identify their next steps with confidence. Clients who have complexity in estate planning, business ownership interests, employer stock plans, and other advanced financial planning areas can benefit from the close coordination between The PCAG's investment management team and their tax team as a total wealth management experience.
Kevin provides tax preparation, advice, and planning through Tax Wealth & Financial Services, Inc., and tax-resolution services through his separate business, Duffy Tax Resolution.
As an Investment Adviser Representative and independent contractor of The Private Client Advisory Group, LLC (“The PCAG”), Kevin’s role is limited to introducing prospective clients and, with client authorization, coordinating relevant tax information with its advisory team.
Kevin lives in Point Pleasant, NJ, with his wife Laura and enjoys spending quality time with his three incredible children.