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.