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Tarpon Springs, FL, US
CFA, CB +3 more
Jon Pineiro
Tarpon Springs, FL
Relay Certified
Remote Services
About

Jon Pineiro is the owner and founder of iTax Services LLC, specializing in accounting, tax preparation, and financial advisory services, with a focus on high-net-worth businesses and individuals. His firm serves industries with high profit margins, including law, healthcare (doctors, nurses, PAs), IT, software, construction, and digital technology.

Jon has built iTax Services into a fully online, virtual service platform, catering to clients nationwide and internationally. Additionally, for clients in the Tampa and Miami areas, iTax Services has two offices staffed with 8 employees. The company offers a comprehensive suite of services, including virtual CFO solutions, financial forecasting, tax advice and planning, development and implementation of tax strategies, accounting, payroll, and end-of-year tax return services.

Jon and his team also focus on wealth preservation strategies, offering 401(k)s and other tax-free retirement plans, SEP IRAs, Roth conversions, life insurance, and annuities. With a focus on delivering expert services tailored to the needs of high-net-worth individuals and businesses, iTax Services helps clients maximize their financial potential while minimizing their tax burden.

Services Offered
Accounting
Audits
Book cleanup
Bookkeeping
Business budgeting
Business plans
Consulting
Cost accounting
Divorce accounting
Estate & Trust
Financial planning analysis
Financial reporting
Financial services
Inhouse CFO
Inventory services
Payroll
Personal finance planning
Personal tax
Self-employed taxes
Small business tax
Startup consulting
Sustainability
Tax advice
Tax consulting services
Tax planning
Tax preparation
Tax services
Tax setup
Software and Platforms
Certificates
Certified Bookkeeper
Certified Bookkeeping Professional
Certified Financial Analyst
Certified Management Accountant
Certified Professional Bookkeeper
Industries Served
Automotive
Construction
Engineering
Farming / Agriculture
Financial services
Government
Healthcare
Hotel & hospitality
Import/Export
Information technology
Infrastructure
Manufacturing
Not-for-profit
Professional services
Retail
Supply chain & distribution
Transport
Utilities
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