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EnglishCan Perrino & Associates Help Individuals and Families With Tax and Estate Planning?
Updated
Yes. Perrino & Associates lists Family Tax & Estate Planning as one of its core services, alongside income tax filing, tax planning, and IRS problem resolution. The firm describes itself as serving both businesses and individuals, and says clients of all sizes come to it for personalized guidance "no matter how complicated their tax situation." If you are an individual or family looking for help with personal taxes, estate planning, or both, these services fall within what the firm advertises.
What the firm says it offers individuals and families
The site's service menu and descriptions point to several areas relevant to personal and family finances:
| Service | What the site says |
|---|---|
| Family Tax & Estate Planning | "We recognize that a lifetime of achievement can be lost without proper planning. We will assist with your family..." |
| Income Tax Filing | Seasoned professionals are "prepared to answer Internal Revenue Service inquiries" on clients' behalf |
| Tax Planning | Framed as more than annual filing: the firm will "work with you to develop a tax strategy that offers you the maximum value" |
| Tax Preparation | Listed as a distinct service area |
| IRS Tax Problem Resolution | Listed as a distinct service area |
Two things stand out for families. First, tax planning is presented as an ongoing strategy rather than a once-a-year filing exercise, which matters if your situation changes across years (income shifts, a business on the side, family transitions). Second, the estate planning language is explicitly about protecting a "lifetime of achievement," which signals the firm intends to work on longer-horizon family planning, not just current-year returns.
Who this fits — and what to check first
The firm is a fit to explore if you want one advisor for both personal tax filing and family/estate planning, or if you have a complicated personal tax situation and want someone who also handles IRS inquiries. The site also notes the firm has offices in Florida and Illinois and has served clients for over 50 years, which may matter if you want a long-established practice or have ties to either state.
Before booking, confirm the specifics the site does not spell out:
- Scope of estate planning. The site names the service but does not detail deliverables (for example, whether it coordinates with attorneys on wills or trusts, or focuses on the tax side of estate planning). Ask directly what the engagement covers.
- Whether your situation matches their individual-client work. The site emphasizes businesses "of all sizes" alongside individuals; confirm they take on personal returns and family planning at your level of complexity.
- Fees and engagement terms. The site advertises a free consultation but does not publish pricing, so ask about fee structure during that consultation.
How to start
The site offers a free consultation request and lists direct contact details: phone (239) 434-8299, email via the address on the contact page, and a Naples office at 4100 Corporate Square Suite 160, Naples, FL 34104. A practical first step is to bring a short summary of your situation — recent returns, any IRS notices, and your estate planning goals — so the consultation can confirm fit rather than stay general.
For a family deciding whether to engage the firm, the key question to settle in that first conversation is how the tax planning and estate planning services connect in practice, since the site presents them as related but does not describe the combined workflow.