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What is Perrino & Associates?
Perrino & Associates is a certified public accounting (CPA) firm based in Naples, Florida, with a second office presence in Illinois. It provides tax and accounting services to both businesses and individuals, positioning itself as a long-term advisor rather than a seasonal tax preparer. The firm highlights more than 50 years of serving clients and emphasizes personalized guidance for complex tax situations.
Who it's for and what it covers
The service list points to two main audiences:
- Business owners: business formations, small business consultation, bookkeeping and payroll, and accounting and audit services. This suits an owner who wants one firm to handle entity setup, ongoing books, payroll filings and year-end accounting rather than juggling separate providers.
- Individuals and families: income tax filing, tax planning, and family tax and estate planning. The estate planning angle is most relevant to households thinking about transferring wealth or coordinating tax decisions across generations.
- Clients facing IRS issues: the site references IRS tax problem resolution and says its professionals are prepared to respond to IRS inquiries, which matters if you have notices, back taxes or audit exposure.
How to decide whether to contact them
The practical next step is the free consultation the site advertises. Use it to test fit on three points: whether they regularly handle your specific situation (for example, a new LLC versus an estate plan), who would actually be your day-to-day contact, and how they prefer to communicate and share documents. A firm with a long history can offer continuity, but it's worth confirming that its working style matches yours, especially if you expect frequent bookkeeping or payroll interaction rather than once-a-year filing.
For comparison while you evaluate, you can check the Florida Institute of CPAs at FICPA for professional context, or the IRS at IRS for guidance on resolving tax problems.
How can I schedule a free consultation with Perrino & Associates?
Call the Naples office at (239) 434-8299, email the address listed on the site, or use the “Request a Free Consultation” / “Schedule My Consultation” link on Perrino & Associates to arrange the initial meeting. The firm presents that first consultation as free, and it serves individuals and businesses from its Naples, Florida office (4100 Corporate Square, Suite 160).
What to have ready before you call
- A short description of your situation: personal tax filing, a new business formation, bookkeeping and payroll, an audit, or estate planning.
- Your entity type and rough size if you own a business, plus which states you operate in; the firm says it works from Florida and Illinois.
- Any IRS notices or deadlines, so the conversation can focus on urgency.
- Your last filed return or current bookkeeping setup, if relevant.
Choosing the right first step
A phone call suits urgent matters such as an IRS notice or a filing deadline. The online consultation request suits planning conversations, such as choosing between an LLC and an S corporation, or setting up payroll. For estate and family tax planning, ask specifically for that service so the right person handles the meeting.
If you are comparing firms, ask in the first call who would handle your account day to day and how they charge, since the site does not publish fees.
What tax and accounting services does Perrino & Associates offer for small businesses?
Perrino & Associates lists six service areas that small businesses can draw on: business formations, small business consultation, bookkeeping & payroll, income tax filing, accounting & audit services, and family tax & estate planning. The overlap matters more than the list itself, because a small business usually needs several of these at once rather than one in isolation.
What each service covers, based on the site
- Business formations: help with the steps involved in starting or acquiring a business, per the page's description.
- Small business consultation: advisory work drawing on the firm's consulting experience, positioned as helping the business move forward.
- Bookkeeping & payroll: described as a complete payroll service, from check disbursement through the required tax filings.
- Income tax filing: preparation plus backup if the IRS comes asking questions—the page notes staff are prepared to answer IRS inquiries.
- Accounting & audit services: financial solutions framed for businesses "from small to" larger ones, so the fit spans a range of company sizes.
- Family tax & estate planning: owner-level planning, aimed at preserving a lifetime of achievement through proper planning.
How a small-business owner might use this
Take a concrete case: someone forming an LLC in Naples with two employees. The formation work and the payroll setup would come from the same firm, which reduces the handoffs between an attorney, a bookkeeper and a tax preparer. Later, when the owner wants to bring a family member into the business, the estate planning service sits alongside the business work. The site also emphasizes long client relationships spanning decades, which suggests continuity is part of the pitch—useful if you dislike re-explaining your situation each year.
Decision criteria
The site does not publish fee structures, so cost comparison will require a conversation; a free consultation is offered. Two practical questions to ask: whether the same person handles bookkeeping and tax filing (fewer gaps), and how the firm handles IRS correspondence if a notice arrives. The firm operates in Florida and Illinois, which is relevant if your business crosses state lines.
For a second opinion or a price benchmark, compare with another local CPA practice such as CliftonLarsonAllen or a smaller Naples firm, and check the Florida Institute of CPAs at FICPA for member directories.
Should I hire Perrino & Associates for business formation or for ongoing bookkeeping and payroll?
The choice depends on where you are in the business lifecycle. If you are starting or acquiring a business, the formation service is the entry point. If you are already operating and want the recurring work handled, bookkeeping and payroll is the more relevant service.
If you are forming a business
Perrino & Associates lists business formations as a service and says it can assist with "all of the necessary steps in starting or acquiring your own business." That fits a reader who needs entity setup coordinated with tax and accounting decisions—for example, a Naples-area founder choosing a structure and wanting the choice reflected in later filings. The firm also lists small business consultation, which can cover questions that arise after formation.
If you need ongoing bookkeeping and payroll
The firm describes "a complete payroll service from check disbursement to the required tax filings" and offers bookkeeping alongside it. This suits an established small business that wants payroll, tax filings, and bookkeeping handled by one CPA firm rather than separate vendors. The trade-off is that bundled service usually means less flexibility in picking a low-cost payroll tool; you are buying professional oversight.
Decision criteria
- Pre-revenue or just acquiring: start with business formation, then ask how bookkeeping will be set up from day one.
- Already paying employees: prioritize bookkeeping and payroll; confirm the payroll service covers disbursement and filings as described.
- Complex tax situation: the firm emphasizes personalized guidance for complicated tax matters, so ask during the free consultation whether your situation fits its tax planning and IRS resolution work.
A practical next step is to use the free consultation to describe your stage and ask which service bundle fits, then compare with another local CPA firm such as AICPA member directories for alternatives.
How does Perrino & Associates help with IRS tax problem resolution?
Perrino & Associates lists IRS Tax Problem Resolution as one of its tax and accounting services, and its income tax filing page states that its professionals are prepared to answer Internal Revenue Service inquiries on clients' behalf. Beyond those two points, the site's description of the IRS resolution service is thin—the page text reads like placeholder copy—so the exact scope of representation isn't spelled out.
What the site supports
- IRS inquiry response: Seasoned professionals are described as ready to answer IRS inquiries, which is the clearest stated form of IRS problem help.
- Tax planning and preparation: The firm frames tax work as year-round strategy, not just annual filing, which is the context in which IRS issues often get prevented or managed.
- Related support for business owners: Business formations, small business consultation, bookkeeping and payroll, and accounting and audit services are all offered—useful if an IRS issue stems from payroll or records problems.
- Family tax and estate planning: Relevant for individuals facing tax questions tied to estate or family finances.
Practical read
For a reader with a specific problem—an IRS notice, back taxes, or a payroll tax discrepancy—the site doesn't say whether the firm handles representation, offers in compromise, or installment agreements. The free consultation is the natural next step: ask directly which IRS matters the firm handles, who would represent you, and what documents to bring (notices, filed returns, payroll records).
Decision criterion
Choose a CPA firm for IRS problems when the issue is tied to your ongoing books, payroll, or tax strategy and you want one advisor across filing and resolution. If the matter is a formal dispute requiring specialized representation, confirm that capability during the consultation before committing.
What does Perrino & Associates provide for family tax and estate planning?
Perrino & Associates lists Family Tax & Estate Planning as a core service, framed around the idea that "a lifetime of achievement can be lost without proper planning." The firm says it will assist with your family's planning needs alongside its tax work, positioning estate planning as part of a broader tax strategy rather than a standalone legal product. The page pairs this with tax planning ("more than filing your taxes every year") and tax preparation, suggesting the intent is to coordinate lifetime tax decisions with how assets pass to heirs.
What the page tells you
- Scope signal: The service sits under the same menu as income tax filing, business formations, bookkeeping and payroll, and accounting and audit, so it is offered as one piece of a full-service CPA relationship.
- Audience: The firm says it serves "businesses and individuals of all sizes," including "no matter how complicated their tax situation," which points to families with more involved returns or mixed personal and business finances.
- Experience claim: The firm states it has served clients for over 50 years and has relationships "spanning many decades," which matters if you want continuity as your estate plan changes.
- Access: A free consultation is offered, and the firm lists offices in Florida (Naples) and Illinois.
Practical reading
The page describes the service in broad terms and does not detail specific deliverables such as wills, trusts, gift tax returns or beneficiary reviews. A CPA firm typically contributes the tax side of estate planning—gift and estate tax exposure, basis and step-up questions, retirement account beneficiaries, and coordinating with your attorney—rather than drafting legal documents. Treat that as general advice about how CPA involvement usually works, not as a stated feature here.
Next step: Bring a one-page summary to the free consultation—your current will or trust status, account types and beneficiaries, any business interests, and last two years of returns—and ask directly which parts the firm handles in-house and which it coordinates with your estate attorney. If you also want to compare regional options, AICPA explains CPA credentials, and Florida Institute of CPAs covers state-level licensing context.
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