Pirotta Financial Services Inc
Small Firm Personality, Big Firm Capability
5.0
Pirotta Financial Services, Inc. is a full-service accounting firm serving clients throughout the San Jose area, providing professional, personalized services and guidance in a wide range of financial and business needs.
About
Pirotta Financial Services, Inc. is a full-service accounting firm serving clients throughout the San Jose area. Founded by Steve Pirotta, an IRS Enrolled Agent since 1988, the firm provides professional, personalized services and guidance in a wide range of financial and business needs.
Services include income tax preparation, tax consulting and planning, audit assistance and representation, business entities formation, and qualified retirement plans. Steve Pirotta has a BS in Finance from San Jose State University and was an Enrolled Agent since 1988.
Services
Income Tax Preparation
Fully computerized tax return preparation with audit assistance and representation.
Tax Consulting and Planning
Tax consulting, research, withholding calculations, and quarterly payment estimates.
Business Entities
Sole proprietorships and LLC formation and consulting.
Qualified Plans
401k, 403b, IRA, SEP, SIMPLE and Solo(k) retirement plan services.
Consulting Services
Divorce situations, college tuition funding, house purchase/sale, rental property, retirement funding and planning.
Estate Planning Referral
Referral services for will and living trust estate planning.
Credentials & Certifications
Reviews
