What we offer

Our Services

Tax compliance, strategic planning, and advisory services — tailored to your situation

Perrotta Tax & Consulting Services, LLC provides a broad range of professional services tailored to the unique needs of business owners and high net worth individuals. Tax preparation is the foundation — but the relationship goes further, encompassing strategic planning, advisory guidance, and proactive support across every dimension of your financial life.

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.

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.

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.

Not Sure Where to Start?

Schedule a consultation and we'll identify the services and strategies that best fit your situation.