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John C. DeFalco, CPA | PFS, MST

Partner

 

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John C. DeFalco, CPA/PFS, MST, specializes in providing income, estate tax planning and compliance services for high net worth individuals, and designs strategies for wealth accumulation, tax efficient wealth transfers, and retirement planning. John also oversees a significant portion of the firm's tax compliance and wealth management services and counsels closely held companies on tax and succession planning issues. For over 30 years, John has rendered expert advice to clients around the world. John sits on the firm’s Executive Committee.

 

John is the President of Sheehan Financial Advisors, LLC, a sister company of Sheehan & Co, that provides strategies in wealth planning and tax minimization to compliment its offering of financial planning and asset management services.

Education

The New York Institute of Technology, BS Accounting

Long Island University, MS Taxation

Community Involvement

National Academy Foundation- Academy of Finance Program at Northport High School – Executive Board Member
Northport Students Mean Business, Inc - Board of Directors and Treasurer
Richard Becher Memorial Foundation for Safety in Sports – Director and Treasurer
The Visiting Nurse Service and Hospice of Suffolk, Inc Foundation - Board of Directors, President
Northport-East Northport Drug and Alcohol Task Force – Stakeholder
New York State Society of CPA's (NYSSCPA)- Member
American Institute of Certified Public Accountants (AICPA)- Member
East Northport Chamber of Commerce – Board of Directors (past)
 

Expertise

Succession Planning

Tax Return Preparation

Tax Planning & Projections

Wealth Management

Estate & Financial Planning

Mergers & Acquisition Services

Industries

Law Firms

Not-For-Profit 

Professional Services

Private Client Services

Real Estate

Leadership means knowing your client inside and out. Our depth of industry knowledge and strong client relationships enables us to deliver strategies that make them more efficient and cost- effective while deploying practical solutions for complex financial and tax related transactions.