What we offer

Our Services

A comprehensive suite of tax, accounting, and consulting solutions

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. Our multi-disciplinary expertise means you have one trusted advisor for every financial challenge.

Tax Services

Individual Tax Preparation & Planning

Comprehensive federal, state, and multi-state income tax preparation for individuals, including complex returns involving investments, real estate, and foreign assets.

Business Tax Preparation & Planning

Tax preparation and strategic planning for corporations, S-corporations, partnerships, LLCs, and sole proprietorships — designed to minimize tax liability while ensuring full compliance.

IRS & State Tax Representation

Expert representation before the IRS and state tax authorities for audits, appeals, collections, and penalty abatement matters. We handle the complexity so you don't have to.

International Tax Planning

Guidance on cross-border tax issues including foreign income reporting, FBAR and FATCA compliance, expatriate taxation, and treaty analysis for individuals and businesses with global footprints.

Accounting Services

Bookkeeping & Financial Reporting

Accurate, timely bookkeeping and financial statement preparation to give you a clear picture of your business's financial health and support informed decision-making.

CFO Services

Full service CFO support for businesses that need executive-level financial leadership without the overhead of a full-time hire — covering financial strategy, cash flow management, budgeting, forecasting, and reporting.

Forensic Accounting & Fraud Examination

Investigative accounting services to detect, document, and prevent financial fraud. Our Certified Fraud Examiner (CFE) and Certified in Financial Forensics (CFF) credentials ensure rigorous, court-ready analysis.

Consulting Services

Tax-Efficient Retirement & Wealth Planning

Tax-focused planning for individuals building or preserving long-term wealth — including retirement account strategies, tax-efficient distribution planning, and coordination with your broader financial picture to minimize tax exposure at every stage.

Business Advisory & Strategy

Strategic guidance for business owners at every stage — from startup structuring and growth planning to succession planning and exit strategies. We help you see the road ahead.

Entity Structure & Formation

Analysis and recommendations on the optimal business entity structure to minimize taxes, limit liability, and support your long-term goals — including formation of corporations, LLCs, and partnerships.

Third-Party Liaison Services

We act as your representative in dealings with banks, attorneys, financial institutions, and government agencies — coordinating complex multi-party matters on your behalf.

Not Sure Where to Start?

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