John Walton, CPA

Tax Manager

John joined the Farkouh Furman & Faccio team in 2018 after two years with CPI Associates, Inc. Now a tax manager, he provides tax compliance and advisory services for primarily small businesses, high–net–worth individuals, trusts, estates and foundations. John’s fiduciary tax expertise includes accounting for trusts and estates, an area in which he provides added value particularly for nonprofessional trustees of such fiduciary entities.

Inquisitive and detail–oriented, John attributes his professional success to mentors who
emphasized attention to detail. His approach to client service is simple: listen intently and be proactive. Something John enjoys about his work with high–net–worth individuals, trusts and estates is that he can help clients support their loved ones and favorite charitable causes through gift tax and other generational wealth planning strategies.

Currently, John lives with his wife in New Jersey, where he enjoys the abundance of local farms and fresh produce. In his downtime, he enjoys cooking, movies, and bowling.

 

Designations:

  • Certified Public Accountant (CPA) – New Jersey
  • Notary Public – New York County, NY

Membership:

  • New Jersey Society of Certified Public Accountants (NJSCPA)

Education:

  • Keane University
    • Bachelor of Science in Accounting (2016)
Other Members:

LEADERSHIP

MANAGEMENT