Leading the firm’s marketing efforts, Eric brings over 20 years of experience in professional services marketing. He’s charged with developing and synchronizing online and traditional inbound marketing strategies that build the Tax Warrior brand and differentiates D&S from the field. Eric writes many of the Tax Warrior Chronicles blog posts and works closely with the leadership and human resources to help shape the firm’s culture.
With over 30 years of tax experience, Jim’s career has Big-Four roots. As a D&S shareholder and member of the firm’s Private Client Services Group, he excels as a broad-based tax compliance and planning resource. Jim’s clients include ultra-wealthy individuals and their families, businesses and private foundations, and his expertise and penchant for details continues to exceed their expectations. Jim is a history buff and a lifelong Philadelphian.
Bruce is a founding shareholder of D&S. His tax career spans more than 30 years. He is a tax generalist with significant experience in advising closely held businesses and wealthy individuals. He provides tax and financial planning services to a diverse group of clients. Bruce is an avid golfer, native of Pittsburgh, and has been part of the recruiting efforts at D&S since the firm was founded in 1990.
An avid soccer player, Dan brings his sense of leadership and teamwork to Drucker & Scaccetti. His trademark curiosity is a valued characteristic by both clients and D&S staff. Dan helps high-net worth individuals and their family enterprises with strategic planning and tax compliance. He also works on foreign disclosure requirements and is fluent in Portuguese.
One of several attorneys on staff, Nastassja adds value by helping clients with international compliance. She has expertise in offshore voluntary disclosure programs and initiatives and works with families on their estate and business planning. Nastassja is driven by understanding the facts of each client’s situation so she can give the most informed advice.
Joseph is an Enrolled Agent with a passion for thinking strategically. He helps expatriates with compliance, helps business owners align business goals and expansions with supporting tax strategies, and represents clients before taxing authorities. A versatile advisor and thoughtful listener, Joseph enjoys watching clients grow and become more tax-savvy. He is fluent in French and Arabic.
Stephanie left a larger general accounting firm to broaden and deepen her expertise in the specialty of tax. She has worked closely with a D&S shareholder giving advice on the taxation of foreign-owned property acquired as part of an estate of a foreign relative. Stephanie shines on matters of partnerships and real estate entities. And, as a product of a successful family business, she understands its unique dynamics, and is fluent in Spanish.
Helen helps clients sustain and grow their wealth by striving for efficiencies in planning. She works with high-net-worth families and international clients on compliance and enjoys working on trusts, ensuring the successful transfer of wealth from one generation to the next. Helen is one of several multi-lingual Tax Warriors® who use this asset to help us across the globe.
Adele brought several years of tax knowledge to D&S, and continues to deliver exceptional client service. She works primarily with businesses and individuals with complex investments. Her savviness at tax research and consulting projects add incredible value to our clients, and to her repertoire of talents. Adele is a regular contributor to the Tax Warrior Chronicles, the D&S blog.
Clare brings thoughtfulness, clarity and perspective to every team she manages. She helps develop strategies for real estate investors, manufacturing & distribution companies and provides high-end research for various HNW clients. Clare has been part of the D&S recruiting efforts at area colleges and universities for several years.
What worked for your parents is not always the best strategy to meet your individual goals. Whether you want to focus on environmental issues or build your own unique brand, our coaching helps you manage your wealth with a strategic partner.
As you start your business, we help you protect your wealth and make smart tax decisions.
Receive guidance on prenuptial agreements, your new tax bracket and wealth management planning.
We help you educate your children so they’re prepared to receive their trust.
With coaching for you and your children, we help your children take over your business.
Let us guide you through the steps to secure your wealth for retirement.
Provide a bright and stable future for your family with estate planning.
Think "we" not "me;" We are better together; Collaborate; Motivate; Mentor
Keep learning; Think big (CPA, MST, PFS, JD, LLM); Fail forward; Drive high performance; Add value; Think beyond the engagement; Help clients sustain wealth; Challenge; Strive for efficiency
Assume positive intent; Celebrate success; Have fun; Always do the right thing
Actively listen; Detail and nuance matter; Understand the facts, they influence decisions
For each other, the firm, our clients, our client's advisors; Be agile; Be bold; Think strategically; Innovate; Be the expert