How Perrino & Associates Handles Tax Planning and IRS Tax Problem Resolution

Perrino & Associates approaches tax planning as an ongoing strategy rather than a once-a-year filing task, and it lists IRS tax problem resolution as a distinct service backed by professionals who are prepared to answer IRS inquiries on clients' behalf. This applies to businesses and individuals in Southwest Florida (and clients of its Florida and Illinois practices) who want year-round tax guidance or who are facing an IRS issue and need representation-style support. The firm's site describes these services at a high level; specific engagement terms, fees, and the scope of any IRS representation should be confirmed directly with the firm.

Tax planning: strategy, not just compliance

The firm frames tax planning as more than filing taxes every year. Its stated approach is to work with clients to develop a tax strategy that offers maximum value. In practice, that means the planning conversation is meant to happen before and between filings — looking at the client's situation and shaping decisions around it — rather than only reacting at filing time.

The site does not publish a detailed methodology, planning calendar, or list of deliverables, so the exact structure of a planning engagement (for example, whether it includes quarterly check-ins or scenario modeling) is something to ask about during the free consultation the firm advertises.

Tax preparation

Tax preparation is listed as a separate service alongside tax planning. The distinction matters: planning is the forward-looking strategy work, while preparation is the filing itself. The firm presents these as complementary — a strategy developed through planning feeds the return that gets prepared.

IRS tax problem resolution

IRS tax problem resolution appears as its own service line. The site's description of the firm's income tax filing service adds the relevant assurance: seasoned professionals are prepared to answer Internal Revenue Service inquiries or to act on clients' behalf. That is the mechanism behind the resolution service — the firm positions itself as the point of contact when the IRS comes asking questions.

The site does not enumerate which specific IRS situations it handles (for example, notices, back taxes, or payment arrangements), so clients with a particular IRS issue should describe it during the consultation to confirm fit.

What the firm says about its track record

Perrino & Associates describes itself as a CPA firm with over 50 years serving clients, with relationships spanning many decades, and says businesses and individuals of all sizes rely on it for personalized guidance "no matter how complicated their tax situation." These are the firm's own claims; they are useful context for judging experience but are not independently verified on the page.

How to move forward

The site offers a free consultation and lists a direct contact path:

• Phone: (239) 434-8299
• Email: listed on the site's contact section
• Address: 4100 Corporate Square, Suite 160, Naples, FL 34104
• Action: use the "Request a Free Consultation" / "Schedule Consultation" option on the site

Questions worth asking in the consultation

Because the site does not publish pricing, engagement scope, or a service-level breakdown, these are the practical gaps to close before deciding:

1. Does the tax planning engagement include a written strategy or just advisory conversations?
2. For an IRS issue, will the firm handle correspondence and calls directly, and what authorizations (such as a power of attorney) are required?
3. Which of the two states — Florida or Illinois — would service your situation, given the firm operates in both?
4. What are the fees and billing structure for planning, preparation, and IRS resolution?

The firm's stated strength is long-tenured, personalized service across business and individual tax needs; the site's limitation is that it describes services in broad strokes, so the consultation is where the specifics get settled.