Perrotta Tax & Consulting Services, LLC — New York Tax & Consulting
Perrotta Tax & Consulting Services, LLC is a boutique tax advisory firm helping businesses, business owners, and high-income individuals navigate complex tax and financial matters. We combine proactive tax planning, tax compliance, and personalized advisory services to help clients identify opportunities, reduce unnecessary tax exposure, and make informed financial decisions.
OUR PROFESSIONALISM
With Perrotta Tax & Consulting Services, you get a trusted advisor for your business and individual tax matters — someone who understands your complete financial picture and can represent your interests with third parties when needed.
ADDED VALUE
Perrotta Tax & Consulting Services assesses where you are now and builds a strategy to get you where you want to be. Our qualifications span complex tax planning, IRS representation, forensic accounting, and CFO-level strategy — giving high net worth individuals and business owners a single, trusted advisor for every financial challenge.
STRATEGIC PLANNING
We're looking down the road. Perrotta Tax & Consulting Services offers a broad range of tax compliance, planning, and advisory services. Our approach combines deep technical expertise with industry knowledge — helping you reach your business and personal financial goals while staying ahead of what's coming.
Meet the Advisor
Strategic tax guidance from an advisor who understands the complexities behind your financial decisions.
Founder & Principal
Steven Perrotta
CFE, EA
Steven Perrotta is the founder and principal of Perrotta Tax & Consulting Services, LLC, a New York-based firm specializing in tax, accounting, and financial consulting for business owners and high net worth individuals. With over twenty years of experience, Steven has built a reputation for delivering bespoke, results-driven solutions to clients with complex tax needs.
His credentials reflect a depth of expertise that goes well beyond traditional tax preparation. Steven brings a multi-disciplinary approach to every engagement, with particular strength in complex tax matters, IRS representation, forensic accounting, and CFO-level financial strategy.
Steven is committed to building long-term client relationships grounded in trust, precision, and proactive planning — helping individuals and businesses stay ahead of their financial and tax needs year after year.
Outside the office, Steven enjoys the outdoors, traveling, and reading. He also volunteers as a youth soccer coach — a role that reflects the same commitment to mentorship and teamwork he brings to every client relationship.
"Good tax planning isn't about reacting to the past — it's about preparing for the future."
Our Philosophy
At Perrotta Tax & Consulting Services, we believe that great financial advice goes beyond compliance. We take the time to understand your complete financial picture — your goals, your risks, and your opportunities — so we can deliver strategies that are truly tailored to you.
Whether you are a business owner managing complex tax obligations and internal financial matters or an individual focused on long-term tax planning, we are your trusted partner every step of the way.
Who We Help
We work with clients whose financial situations demand more than a standard approach.
Business Owners
From entity structuring and tax compliance to CFO-level strategy and year-round advisory support.
High-Income Individuals
Proactive planning to minimize tax exposure and protect wealth across income sources.
Entrepreneurs
Strategic guidance from launch through growth — tax planning that scales with your business.
Real Estate Investors
Specialized expertise in real estate taxation, including complex transactions and NYC-specific rules.
Individuals & Families With Complex Tax Situations
Multi-state filings, IRS matters, and situations that go beyond standard tax preparation.
What we offer
Our Services
A comprehensive suite of tax, accounting, and consulting solutions
Every client's financial situation is unique. We combine tax expertise, business knowledge, and strategic planning to help clients make informed decisions and identify opportunities before they are missed.
Compliance & Planning Tax Compliance & Planning
Individual Tax Preparation & Planning
Accurate, thorough tax preparation for individuals with complex returns — including investments, real estate, and multi-state situations — with proactive planning to reduce your tax exposure year over year.
Business Tax Preparation & Planning
Tax preparation and year-round planning for corporations, S-corporations, partnerships, LLCs, and sole proprietorships — helping business owners minimize liability, stay compliant, and identify opportunities before tax season arrives.
IRS & State Tax Representation
When you're facing an audit, appeal, or collection matter, having an Enrolled Agent in your corner makes a difference. We represent you before the IRS and state tax authorities and work to resolve matters efficiently on your behalf.
International Tax Planning
For individuals and businesses with cross-border income or assets, we help you navigate foreign reporting requirements, FBAR and FATCA compliance, and treaty considerations — so you remain compliant while minimizing global tax exposure.
Services Accounting Services
Bookkeeping & Financial Reporting
Accurate, timely bookkeeping and financial statements give you a clear picture of where your business stands — so you can make informed decisions and stay ahead of financial challenges.
CFO Services
Executive-level financial leadership without the overhead of a full-time hire. We help business owners manage cash flow, plan for growth, and make confident financial decisions at every stage.
Forensic Accounting & Fraud Examination
When financial irregularities arise, our Certified Fraud Examiner (CFE) credential means you have a rigorous, credentialed expert on your side — detecting, documenting, and helping prevent financial fraud.
Services Consulting Services
Tax-Efficient Retirement & Wealth Planning
For individuals building or preserving long-term wealth, we help you identify tax-efficient strategies for retirement accounts, distributions, and major financial decisions — so more of what you've built stays with you.
Business Advisory & Strategy
Strategic guidance for business owners at every stage — from startup structuring and growth planning to exit preparation. We help you see the road ahead and make informed decisions before major events occur.
Entity Structure & Formation
Choosing the right business structure has lasting tax implications. We analyze your situation and recommend the optimal entity type — corporation, LLC, or partnership — to minimize taxes and support your long-term goals.
Third-Party Liaison Services
We represent your interests in dealings with banks, attorneys, financial institutions, and government agencies — coordinating complex multi-party matters so you don't have to navigate them alone.
Knowledge center
Tax & Financial Resources
Practical guidance to help you make smarter financial decisions year-round
Frequently Asked Questions
Common questions about tax strategy, IRS matters, and working with Steven.
Let's Discuss Your Tax Strategy
Proactive planning starts with a conversation. Reach out to explore opportunities, address important financial decisions, and build a strategy tailored to your situation.
New York, NY 10105
Whether you're managing a growing business, planning a major transaction, or navigating a complex tax situation, we're here to help.
Contact Perrotta Tax & Consulting Services to schedule a consultation. We look forward to working with you.