Our Founder

Sean M. Duffy, CPA, CFP

Sean Duffy knew from an early age that his basic purpose was to help, and with an aptitude for math, accounting seemed like the perfect fit. Sean attended Fairfield University earning his B.S. in Accounting in 1984. Sean earned his Certified Public Accountant (CPA) designation in 1989 and established his practice in the same year, at just 27 years of age. Working with clients’ business and personal taxes, the need for planning became apparent, so Sean continued his education, allowing  him to provide a holistic financial approach. Not only is Sean a CPA, he is also a Certified Financial Planner (CFP), a series 7 registered representative (stockbroker), and has his life insurance license. In the 30+ years since opening, Sean has followed the needs of clients, presenting them with viable solutions to their financial problems, thus reducing their stress in those areas. 

Sean is dedicated to community service and active involvement. He as served as President and Treasurer of the Scotch Plains Rotary Club, and serves in an executive position at his church. In high school and college he was an avid rugby player and was elected to be a Scrum Captain at Fairfield University Rugby Football Club; he continued after college, playing with the Union County Rugby Football Club.

Our Core Values

At Duffy Financial Services we value honesty and integrity above all. Our operating philosophy is simple: “Do what we said we would do, at the fee we quoted, in the timeframe we said it would be done.” 

Our products are accurate and complete accountings and tax planning & preparation services, that yield the lowest ethical tax and not a penny more, and will withstand audits and reviews by government agencies. In fact, only 5 returns we’ve prepared have been audited in the past 30 years, and 4 of the 5 were “no change” — meaning the IRS did not request additional money upon examination. When we accomplish the above products, we can reduce people’s stress related to finances. Integrity is crucial to achieving these results, along with knowledge, experience and training. 

Our approach is rather unique in that we strive to sincerely understand how you feel about your money and/or the situation you are in —good or bad. This level of understanding allows us to truly represent you. Additionally, we never lose sight of the fact that a client may never have dealt with an issue before, so a key part of our service is education. We’ll explain concepts to your full understanding with the beginner in mind, not with a 30-year tax pro vocabulary. Finally, we represent the taxpayer — not the IRS.