Meet the Advisor
Strategic tax guidance from an advisor who knows your situation personally
Your Advisor & Principal
Steven Perrotta
CFE, EA
As financial situations become more complex, tax decisions become more important. Steve Perrotta helps individuals and business owners understand their options, identify opportunities, and make informed decisions before tax issues arise.
Steven Perrotta is the advisor and principal behind Perrotta Tax & Consulting Services, LLC — a boutique New York firm built around one-on-one relationships with business owners and high net worth individuals who face genuinely complex tax situations. With over twenty years of experience, Steven has earned a reputation for delivering precise, forward-looking strategies that go well beyond what a traditional accounting firm provides.
His credentials reflect a depth of expertise that spans complex tax planning, IRS representation, forensic accounting, and CFO-level financial strategy. Steven brings a multi-disciplinary lens to every engagement — identifying opportunities and risks that most advisors miss — so clients can make decisions with confidence.
What sets Steven apart is the relationship. He takes the time to understand your complete financial picture — not just this year's return — and stays engaged year-round so you are always positioned ahead of what is coming, not reacting to it.
The Advisory Approach
Steven's approach is built on the belief that great tax advice is inherently forward-looking. Compliance is the floor, not the ceiling. Every engagement begins with a thorough understanding of where you are today — your income, your structure, your goals — so the strategy that follows is genuinely tailored to you, not adapted from a template.
Whether you are a business owner managing complex tax obligations or a high net worth individual focused on long-term wealth preservation, you work directly with Steven — not a junior associate — and that relationship deepens over time.