Our commitment to you. Providing the good life for yourself and your family is no doubt a major goal in your life. Helping you achieve this goal with less worry and greater ease is our commitment to you. Whether you are a big business or a small one, or an individual with a variety of concerns, we will provide you with financial guidance tailored to suit your specific needs.
You'll receive the best possible service when you need it - and delivered with a personal touch. We will guide you through the stages of your financial life making financial security easier to achieve. Call us to arrange a meeting where we will discuss your financial and tax concerns and determine how we can be of assistance to you.
You'll receive the best possible service when you need it - and delivered with a personal touch. We will guide you through the stages of your financial life making financial security easier to achieve. Call us to arrange a meeting where we will discuss your financial and tax concerns and determine how we can be of assistance to you.
Services
We monitor the changes in the tax law that could affect you and recommend tax saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters. If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.
We can review your investment ideas with you and your investment advisor and make recommendations to maximize your after-tax return. Don't ignore the impact of taxes on your investments. While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return.
Invest in what you know. The better informed you are, the better your investment decisions will be. If you don't want to learn about investments, consider hiring a money manager and paying him or her to do your investing for you. Diversify your investments. Have some of your money in an investment that is easily converted to cash in case of emergencies.
You can't take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money. Over the coming years, the Tax Relief Act of 2001 gradually reduces estate and gift tax rates, and the exemption amount increases.
Tax records should be kept on a year-round basis, not hastily assembled just for your annual tax appointment. Without tax records, you can lose valuable deductions by forgetting them on your tax return, or you may have unsubstantiated items disallowed if you are audited. Generally, returns can be audited for up to three years after filing.
Reviews (8)
Steckley Photo
Oct 08, 2019
Report
Maira
Jan 18, 2019
Report
Gaby X.
Sep 01, 2018
Report
The most professional tax office I’ve ever been too. All the staff was very helpful and explained my taxes to me and got me from owing money to getting a very nice refund. I highly recommend this firm to all my friends and family. They’re the best! Ask for Patrick Fazio he is super organized, patient, and dedicated to help you get the most from your taxes.
Annmarie Lumsden
Aug 14, 2018
Report
Rick Sanchez
Aug 03, 2018
Report
Make no mistake, the staff here will help reduce your taxes as low as legally possible. Before I started going here, I would prepare my taxes myself. They showed me just how many deductions that I was missing out on that I never even though about before! I ended up getting a big refund and I may even amend my past tax returns to see if there’s more that I missed in prior years.
Rosemarie Scaparrotti
Nov 22, 2016
Report
I would highly recommend Perri Financial Group and Anthony J. Perri, CPA, PA to anyone who needs assistance with their taxes. The professionals at this office are unsurpassed. They know what they are doing, they know the tax laws, and they are up to date on all new tax issues. On top of all this, they are really friendly and care about all their clients. They made me feel like I was their most important client. My late husband used to handle all of this, now it’s up to me. They took the time and answered all of my questions and asked me for information about expenses that I had that I did not
Terri Giandomenico
Jul 21, 2016
Report
My son told me about Perri Financial Group after my old variable annuity IRA kept losing money in the stock market. As a widow, this was making me very nervous. I made an appointment and they looked over what I had and turns out I didn’t realize I was not fully protected. The kind professionals were wonderful! They answered my questions, and explained everything to me. They addressed my needs and help me pick the right fixed annuity to protect my retirement. Now I can’t lose money and PLUS I am getting 8% per year guaranteed. I highly recommend them to all seniors as they took the time and
Carl Webb
Jun 08, 2016
Report
Perri Financial Group saved my pension! They took the time and helping me out with my pension rollover to the annuity program!
I first heard about them on 850AM radio one weekend discussing annuity programs with guaranteed interest. I’m glad I finally called in. I was so worried about leaving it in my old pension plan and not being insured – especially with the way this crazy stock market has been. With their recommendations and firm’s help, I can now rest easy and not worry about the stock market, PLUS got that 20% signing bonus added to my account!
Perri Financial Group’s staff are
I first heard about them on 850AM radio one weekend discussing annuity programs with guaranteed interest. I’m glad I finally called in. I was so worried about leaving it in my old pension plan and not being insured – especially with the way this crazy stock market has been. With their recommendations and firm’s help, I can now rest easy and not worry about the stock market, PLUS got that 20% signing bonus added to my account!
Perri Financial Group’s staff are
