Marco is super nice and helpful and patient and a heck of a sweet guy. And he knows his stuff inside and out. Easy Peasy. Take a load off of your mind and do yourself a favor. read more

I requested a virtual session and got an immediate message from Marco asking me to call for him to better understand our situation. Although I didn't have enough saving to qualify for his services, he was very professional and still asked questions to help direct me in the right direction. He seemed very honest. read more

During the uncertainty of the Coronavirus Pandemic, Marco and his team were helpful and quick to get my tax returns processed so I was able to apply for government assistance programs like the SBA PPP. He likewise helped me answer some questions I had and got answers back to me quickly. Having good financial advice is more important now than ever and I really appreciate his help - as I know I will have more questions moving forward through this challenging time. I look forward to working with Marco to help me sustain and grow my self-employed small business. read more

Marco has been managing our finances and doing our taxes for years. He is very knowledgeable and professional. His office is nicely located off the freeway and his staff is friendly and professional. read more

Marco has been an excellent tax professional over the years, not only for my father but now for me. And I couldn't imagine being anywhere else than Scalco Financial. read more

A breath of fresh air and a feeling of confidence! I was seeking a new tax firm and was drawn to what I had read about Marco Scalco. But I often gauge the professionalism of an office by the telephone service, and Angelica was top notch in her warm welcome to the firm and her follow-through calls to collect information and set the appointment. It was even better to meet her and Marco in person in their classy office space where everything is incredibly neat, and professional without being cold. The meeting with Marco was the best I have had with a tax/financial planning professional in many years. He is quick, thorough, ethical, and explains things in ways that make complicated matters easy to understand. I have found my Forever Financial Wizard! read more

I have had serious trust issues with accountants because coming from a family of self-employment and becoming self-employed myself I prepared myself for the worst. I did not take this matter of finding an accountant lightly and I called various accountants asking them questions to see if we would be on the same page with financial strategies. When I first spoke with Marco, he gave really good answers and I was really grateful because we spoke for 15-20 minutes about different strategies about personal finances as well as my business. Later, I wanted to meet in person with him to go over my current situation and what steps I need to take to be on my way toward my financial goals. Right away, he had action steps for me to take and told me the reason behind those actions. I thought I knew enough to be able to survive on my own but after our meeting I realized I needed a professional who is more familiar with tax law. Marco did a great job of listening, explaining, and guiding me to take the right actions. Since then, Marco continues to be helpful with my seemingly unimportant questions with meaningful answers. The best thing I like about Marco is his genuineness in caring for his clients; his ability to listen, explain, and guide people to make good decisions. Hope this was helpful to whom it may concern. read more

I have just established a relationship with Marco Scalco to manage a 401K rollover to an IRA and my taxes (now self employed). Marco is up front, professional, clear and honest in my initial dealings. There is a strong sense of confidentiality paired with a positive attitude and strong industry knowledge. He offers assistance and great advice on all matters, not just ones that pertain to his professional interest. I shopped around for a CFP and tax professional. I don't take saving for my future lightly! Marco was clearly the best fit for me as I would think he would be for others. read more

I met with Marco yesterday and he answered all my questions clearly. I needed help figuring out how to handle a profit share plan rollover/withdrawal. He explained it quickly and efficiently, and presented another option for my situation. I recommend working with Scalco Financial. read more

Marco Scalco has been doing my taxes for a few years now. He is highly professional and efficient. He processes my taxes and tax returns so quickly. He gave me great advice on my investments at my tax meeting. I plan to take that advice and make changes to my investments. I appreciate how he took time to clearly explain my investments. read more

Marco took over my account when my CPA retired. He is friendly, professional, and honest.

My husband usually does our taxes but we had a unique situation and needed guidance. Beautiful office. The girl at the front desk was nice, helpful and hospitable. I got there a little early. Marco acknowledged my presence and said hi. My husband was a few min behind coming from work so Marco let me know he was going to return a quick call. Marco was accommodating, and patient. My husband arrived and Marco acknowledged this and quickly ended his call. He was hospitable and personable. He was efficient and input numbers while we were all chatting. We didn't have everything we needed on hand so we left with out taxes incomplete but got back to him the next day with deductions we needed for him to complete our taxes. We got copies of everything. He was very professional. It was a huge load off our shoulders to have had our taxes done and done correctly at that. I also even ended up opening a 401K! He is good with numbers, so smart and just an all around good trusting person. I'm so glad I found Scalco financial and I now recommend him to my friends. read more

Marco is honest and quite knowledgeable about financial matters. He has been so helpful and patient with us. He has provided us with terrific advice and helped us develop a great financial strategy. Highly recommend! read more

I have known Marco Scalco and the firm for a few years. I am very comfortable sharing confidential information and my financials with him. He is very professional, ethical and detail-oriented. I have always obtained the best financial and tax advice from him. I referred many of my friends to the firm and they are also very satisfied with the services they received from Scalco Financial. read more