Perrotta Tax & Consulting Services, LLC — New York Tax & Consulting
Perrotta Tax & Consulting Services, LLC offers clients a broad range of tax, accounting and consulting services. Our strategy combines our expertise with industry knowledge to help you reach your business and personal financial goals.
OUR PROFESSIONALISM
With Perrotta Tax & Consulting Services, you get solutions for your business and individual tax matters you might encounter. In addition, we are capable of liaising with third parties on your behalf.
ADDED VALUE
Perrotta Tax & Consulting Services assesses where you are now, and then leverages your resources to get to where you want to be. Our qualifications are unparalleled; we're qualified to handle complex tax situations and work with a number of professional organizations and high net worth individuals.
STRATEGIC PLANNING
We're looking down the road. Perrotta Tax & Consulting Services, LLC offers clients a broad range of tax, accounting and consulting services. Our strategy combines our expertise with industry knowledge to help you reach your business and personal financial goals.
About Us
Trusted expertise for your most complex financial needs
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.
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.
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.
Services 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.
Services 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.
Services 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.
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.
From the desk of Steven Perrotta
When Wealth Becomes Complicated
"Wealth is not just measured by what you accumulate. It is measured by what you create, who it impacts, and what remains after you."
Most people know how to build wealth. But eventually, success creates a different set of questions — about freedom, succession, and what happens to everything you built.
Steven Perrotta explores the questions every successful entrepreneur and business owner needs to ask before success makes those decisions for them.
Ready to Take Control of Your Taxes?
Then Get the Professional, Trusted Support You Need!
New York, NY 10105
Contact Perrotta Tax & Consulting Services for a free consultation. We look forward to assisting you!