CALTA TAX & FINANCIAL SERVICES, LLC

CONNECT

Address:

99 Main Street
Matawan, NJ 07747

Phone:

732-335-8500

Fax/Other:

732-335-8560

Meet Our Team


Anthony J. Caltabilota, Jr. President, CEOAnthony J. Caltabilota, Jr. CFP®, CDFA™, CLU, EA

President and CEO

Anthony J. Caltabilota, Jr., is the founder and President of Calta Tax & Financial Services, LLC located in Matawan, NJ.  This independent financial planning and tax preparation Firm was established in 2003 and has focused primarily on providing expert tax and financial advice for a diverse array of clients.

Anthony graduated from Rutgers University in 1995 with a Bachelors of Science in Finance.   Throughout his post-graduate years, Anthony also became a Certified Financial Planner®, a Chartered Life Underwriter, an Enrolled Agent with the Internal Revenue Service, and a Certified Divorce Financial Analyst™.  Anthony began his career as a Junior Vice President in the Investment Credit Analyst department at Chemical Bank in New York City.  He then went on to Gulf International Bank where he was promoted to Vice President in the Investment Credit Analyst Department.  In 1998, Anthony began working in Hazlet, NJ as a professional Financial Planner and Tax Accountant.  It was from here that he started his own practice, Calta Tax and Financial Services, LLC. 

A few accolades and achievements worth mentioning include being a featured guest on News 12 NJ “It's Your Money Show” where he discussed different tax and investment strategies.  He was also an educator and adjunct faculty member at Farleigh Dickinson University Division of Continuing and Graduate Studies in the CFP® approved certificate program.  Anthony was also personally involved with the American Red Cross and spent time in Louisiana assisting directly with the Katrina relief effort.

The greatest joy in Anthony's life is spending time with his two daughters, Jamie and Giavanna.  An avid sports fan, he enjoys watching and attending sporting events, especially cheering on the sidelines at his children's games.  He is proud to call himself a “soccer dad”. 

If you would like to contact Anthony directly, please call (732) 335-8500, or e-mail acalta@ncfg.com.

 

Francine Goode

Director of Client Services

Francine Goode has been a Director of Client Services with Calta Tax & Financial Services, LLC since 2014.  Francine works to ensure that clients have both a seamless transition to the Firm, as well as a dedicated point of contact for service issues. With over 20 years experience in the banking and finance industries, Francine brings a significant wealth of knowledge to her roles.

Francine is committed to providing excellent customer service. Her positive and friendly attitude ensures that all of our clients and guests feel welcome and attended to, whether in person or over the phone.

Francine currently lives in Keyport, New Jersey with her husband and their dog, Charlie.

If you would like to contact Francine directly, please call (732) 335-8500, or send an email to fgoode@ncfg.com.

 

Patricia Meyer

Senior Tax Preparer

Patricia Meyer has more than 20 years of experience in tax preparation working with H&R Block, various Certified Public Accountants, as well as Calta Tax and Financial Services LLC.  She has extensive experience in personal, corporate, partnership, trust, and estate returns, as well as Quickbooks bookkeeping services. She is an Enrolled Agent with unlimited practice rights to represent taxpayers before the IRS.  She graduated from Monmouth University with a Bachelors Degree in Accounting and a Masters of Business.  She is a member of the National Association of Tax Preparers, National Association of Enrolled Agents, and New Jersey Society of Enrolled Agents

If you would like to contact Patricia directly, please call (732) 335-8500, or send an e-mail to pmeyer@ncfg.com.

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Erin Adduchio

Marketing Administrator

Erin Adduchio has been the Marketing Administrator with Calta Tax & Financial Services, LLC since 2017. Erin's role is to promote the company and increase customer awareness of the business through organizing client programs, events, and creating educational materials.

Erin currently lives in Matawan, New Jersey with her husband and two daughters.

If you would like to contact Erin directly, please call (732) 335-8500, or send an e-mail to eadduchio@ncfg.com.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck