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CURRENT LISTING OF AVAILABLE SERVICES

BUSINESS ENTITIES

Sole Proprietorships, Corporations, LLC's, Partnerships, Trusts

              ♦ Business Consulting

              ♦ Qualified Plans (401k; 403b; IRA; KEOGH; Profit Sharing; SEP; SIMPLE; & Uni (k))

 

INDIVIDUALS

                      TAX SERVICES            CONSULTING SERVICES
                      Fully Computerized Return Preparation            Divorce Situations
                     Audit Assistance/Representation            College Tuition Funding
                      Tax Consulting & Research            House Purchase/Sale
                      Tax Planning            Rental Purchase/Sale           
                      Tax Impact Analysis "What if..."            Property Exchanges
                      Tax Withholding Calculations            Retirement Funding/Planning
                      Quarterly Tax Payment Estimates            Mortgage Financing
                      Future Year(s) Tax Projections            Refinance/Purchase
                      Amended Returns  
                      Extension Returns  
                      Handling of all IRS/FTB Correspondence  

 

REFERRAL SERVICE

Accounting/Finance Systems (Design & Improvementation)  
Bookkeeping  
Computer Systems Design , Installation, & Service
Estate Planning (Will & Living Trusts)
Exchange Services (Starker/1031 Tax Deferred)
Group Benefit Programs (Health & Dental)
Insurance (Auto, Home, Office, Hazard/Liability, Life, Health, & Disability)
Legal Service (Bankruptcy, Divorce, Incorporation, Personal Injury, Tax, Etc.)
Payroll Service (ADP & Intuit)
Real Estate (Purchase/Sale, Commercial/Residential/Income Property)

 

OFFICE HOURS

Office hours are 9:00a.m. to 12:00p.m. and 1:00p.m. to 5:00p.m.  Monday through Friday.  Other hours are available by prior arrangement only.

                                                                 STEVE PIROTTA

BIRTHPLACE: DETROIT, MI

SANTA CLARA COUNTRY RESIDENT SINCE 1958

RESIDENCE: THE VILLAGES GOLF & COUNTRY CLUB, SAN JOSE

 

EDUCATION

BS Degree - Finance - 1978

San Jose State University

AA Degree - Business - 1975

De Anza College

 

PROFESSIONAL LICENSES HELD

CA Real Estate License -1985

IRS Enrolled Agent License - 1988

FINRA Series 7 License - 1990

Life/Disability Insurance License - 1995

 

PROFESSIONAL SERVICES

Income Tax Preparation (Founded Practice In 1977)

Tax Consulting/Planning/Audit Representation

 

EDUCATIONAL AFFILIATIONS

Archbishop Mitty Alumni Association

San Jose State University Alumni Association

 

INDUSTRY EXPERIENCES

Hewlett Packard Company - 1973 to 1983

      Financial Analyst In Both Cost & General Accounting

 

 HOBBIES

Collect Sport Memorabilia

 

RECREATIONAL ACTIVITIES

Golf, Skiing & Softball

STEVE PIROTTA

ENROLLED AGENT

 

In September of 1987, I took the IRS Enrolled Agents exam.  In January of 1988, I was informed by the IRS that I had passed all four parts (I-Individuals; II-Sole Proprietorships; III-Corporations, S Corporations, Fiduciaries, & Estate and Gift Tax; IV-Ethics, Record Keeping, Appeals, Exempt Organizations, Retirement Plans, Penalty Provisions, & Research Materials) of the exam.  After a background check and a review of my last three years' tax returns, I was issued my E.A. card in April of 1988.  The exam is one of the most comprehensive exams given in the field of taxation.  In fact, only 30% passed the exam.  The exam is given only once a year.

Below is an explanation of the duties an Enrolled Agent can perform, as well as some information concerning eligibility.  Please keep in mind that I represent the client and not the IRS.  The Enrolled Agent's motto is "WE SPEAK TAXES".

"Why Become An Enrolled Agent"?

An Enrolled Agent may represent all classes of taxpayers in any matters connected with presentatIon to the Internal Revenue Service relating to the client's rights, privileges, and liabilities under laws and regulations coming under the jurisdiction of the Internal Revenue Service.  In short, the Enrolled Agent may "stand in the shoes" of the taxpayer in Income Tax, Estate Tax, Gift Tax, Excise Tax and miscellaneous tax matters.  An Enrolled Agent may represent any taxpayer at any administrative level of the IRS, regardless of who prepared the return(s) in question, and at any IRS office without regard to the state of residency of the taxpayer.  Enrolled Agents are recognized throughout the country.

"How Is Enrollment To Practice Obtained"?

Enrolled Agent status may be gained in one of two ways: (a) At least 5 years continuous employment with the Internal Revenue Service during which the individual was regularly engaged in applying and interpreting the Internal Revenue Code and regulations there under, or (b) Satisfactory completion of a comprehensive written examination administered by the Internal Revenue Service which demonstrates the individual's technical competence in applying and interpreting the Internal Revenue Code and regulations there under.  Then the Treasury Department conducts a background investigation to determine the moral and ethical practices of the individual.  If found qualified on all counts, the applicant may be granted enrollment.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:

California, Nevada, Arizona, Kansas, Massachusettes, North Carolina, Oregon, Texas.