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CPA-led, year-round tax support

CPA-led tax guidance for individuals and small businesses who want clarity, planning, and accountability.

Proactive, year-round support for tax preparation, planning, and representation.

No obligation. Clear scope. No surprises.
CPA + Enrolled Agent Direct CPA access No assembly-line filing Secure, remote-first workflows Nationwide & international clients

Who we’re a good fit for

Ideal client profile
Strategic, proactive clients who want a real relationship with their CPA.

We focus on clarity, planning, and accountability. If you want more than a once-a-year filing, you’re in the right place.

  • Self-employed, rental, investment, or business income
  • Proactive planning, not just filing
  • Notices, clean-up, or complex tax issues
  • Working directly with a CPA

How we help

Tax Preparation & Planning

Individual, business, and complex returns with forward-looking guidance.

Business & Self-Employed Taxes

Ongoing compliance, planning, and support for business owners.

Real Estate & Investment Taxes

Rental properties, depreciation, passive activity rules, and strategy.

International & Multi-State Tax

Cross-border income, disclosures, and multi-state filings.

IRS & State Representation

Notices, audits, collections, and back-tax resolution.

Bookkeeping & Advisory

Clean books, clean filings, better decisions.

Process

How we work

Clear steps, calm guidance, and proactive communication from start to finish.

1. Free fit & scope call

We learn your situation, confirm fit, and outline the exact scope so there are no surprises.

2. Secure intake

You get a secure upload checklist and a simple path to gather everything we need.

3. CPA review

We analyze your records, flag optimization opportunities, and prepare accurate filings.

4. Support + follow-up

We stay available for questions and planning, including IRS or state notices if needed.

No surprise invoices. No hand-offs. You work directly with a CPA.

Reviews

What our clients say

Trusted by individuals, professionals, and small business owners worldwide.

“Very skilled professional, excellent service, highly recommend it. Went above and beyond to understand my unique situation and made custom adjustments. Provided best advice possible and was patient.”

★★★★★
Edward V.

“Pizzale Tax Services could not have been more able and capable than they were. I had the pleasure of working with Luca and on a scale of 1 to 10, he's a 1,000+... Thank you Luca and your team.”

★★★★★
Donna S.

“My previous accountant unexpectedly went off the grid. Luca to the rescue. Very professional and communicative throughout the process. He made sure to explain why certain things were done a certain way and how to improve outcomes.”

★★★★★
Suzanne T.

“I received a notice from the IRS claiming I owed additional taxes. I turned to Luca, and I’m so glad I did. Thanks to his expertise, the issue was fully resolved and no additional tax was owed.”

★★★★★
Linc P.

“I came across Luca really by chance and this man has been a life saver. Couldn't have asked for someone better to represent me. He is attentive, responsive and clear in explaining a topic I am a bit hazy on.”

★★★★★
Jake B.

“Luca is the consummate professional and I sleep easy knowing he's advising me and my family on our tax and financial issues. Luca is prompt, responsive, and knowledgeable. I highly recommend him.”

★★★★★
Christopher D.
About

A CPA-led practice built for clients who want it done right

Concise proof points that show how we work and who we serve.

Luca Pizzale, CPA & EA
Luca Pizzale, CPA & EA
Founder
Personally involved in every engagement from planning through filing.

We’re a hands-on practice designed for clients who want more than a once-a-year filing. We focus on thoughtful preparation, forward-looking planning, and clear communication so there are no surprises and no guesswork.

We intentionally limit volume, work directly with our clients, and stay available beyond tax season. That’s how we deliver consistent, accountable results.

Learn more about our approach →
Licensed CPA & Enrolled AgentAuthorized to prepare, advise, and represent.
IRS & state representationSupport for notices and resolution.
Transparent pricingClear scope and pricing before work begins, no surprise invoices.
Worldwide serviceSecure, remote-first workflows for U.S. and international clients.
Secure workflowsEncrypted upload and organized intake.

Schedule a Fit Call

No obligation. Clear scope. No surprises. Most calls take 15-20 minutes.

FAQ

Frequently asked questions

Answers to common questions before scheduling a call.

Do you work with clients nationwide?

Yes. We serve clients all around the world using secure workflows and virtual meetings.

Do I work directly with a CPA?

Yes. Your engagement is CPA-led with direct access to licensed professionals.

What does pricing look like?

We provide clear, scope-based pricing before any work begins.

Can you help if I already filed?

Yes. We can review, amend, or advise on next steps when needed.

Can you help with IRS notices?

We assist with IRS and state notices and representation as appropriate.

Who are you not a good fit for?

We may not be the right fit if you’re looking for the cheapest option or a same-day filing during peak season.

Do you handle complex or international situations?

Yes. We routinely work with multi-state, rental, self-employed, and international tax situations.

How secure is document upload?

Uploads are encrypted and handled through secure systems.

Clear, proactive tax guidance, without the stress.

Schedule your fit call today. No obligation. Clear scope. No surprises.

OUR SERVICES

Tax Preparation & Planning

We provide professional tax preparation and planning for individuals and businesses, with a focus on accuracy  and minimizing tax liability - both now and in the future.

We prepare accurate federal and state income tax returns for individuals with wages, investments, and other income sources, optimizing everything based on your situation.

We help with tax filing and planning for rental property owners, including depreciation, passive activity rules, and real estate-specific deductions. We work with real estate investors both with and without real estate professional status (REPS), and those who have done cost segregation studies.

We provide tax preparation and planning for sole proprietors and independent contractors, including business income, expenses, and estimated taxes.

We take care of tax compliance and filing for LLCs, S corporations, and partnerships, tailored to your business structure and operations.

We provide U.S. tax compliance for taxpayers with foreign income, assets, or residency considerations, including required international disclosures where necessary. We help U.S. expats living abroad as well as foreign nationals with U.S. income.

Whether you just moved states or have a multi-state enterprise, we can help! We take care of tax preparation for individuals and businesses with income or filing obligations in multiple states.

We help with forward-looking analysis to estimate future tax liability and identify strategies to reduce taxes before filing deadlines. 

We provide review and correction of previously filed tax returns to correct errors and claim missed deductions and credits.

Bookkeeping & Ongoing Support

We help with ongoing bookkeeping and advisory support to keep your finances organized, compliant, and tax-efficient year-round.

We provide ongoing recording and categorization of income and expenses to keep your financial records accurate and up to date.

If you've fallen behind or have mistakes, we can help with organization and correction of incomplete or outdated books to bring your records current and tax-ready.

Getting started with QuickBooks? Let us help with initial setup, optimization, and ongoing support to ensure proper tracking and reporting.

Need to put everything together? We handle preparation of basic financial statements, including profit and loss and balance sheets, for business insight and tax reporting.

For our business clients, we provide ongoing guidance and support throughout the year for tax questions, planning, and financial decisions.

Financial Planning & Advisory

We offer thoughtful, tax-aware financial planning to help you make informed decisions around cash flow, savings, investments, and long-term goals, with guidance that evolves as your life changes.

We will create a holistic review of your financial picture to create a clear, coordinated plan aligned with your goals and tax situation.

Wondering about a retirement plan? We provide guidance on retirement savings strategies, timelines, and tax considerations to support long-term financial security.

Paying off a large amount of consumer debt? We help clients who are struggling in debt to budget and reach financial freedom.

We help clients to create a monthly budget that is both doable and helps them reach their financial goals. 

We can help with tax-aware guidance on structuring investments and assets to align with risk tolerance and long-term objectives.

We analyze income, expenses, assets, and liabilities to improve financial stability and decision-making.

We develop planning strategies designed to help grow and preserve wealth while minimizing unnecessary tax exposure.

We provide regular planning check-ins to adjust strategies as your life, finances, and goals evolve. We can help with anything from asset allocation to credit card rewards!

Tax Debt Help

Managing tax debt can be overwhelming. From negotiating with tax authorities to developing repayment plans, our team is dedicated to helping you navigate the complexities and find a solution to your tax debt challenges.

The IRS forgives over $200 million of taxes due each year through settlements, formally called an Offer in Compromise. We help you each step of the way, performing a comprehensive financial analysis to determine your eligibility, collecting necessary documentation, presenting your case to the IRS, and handling any appeals. We leave no stone unturned.

We understand that, sometimes, paying anything to the government can threaten your ability to stay afloat. Thankfully, the IRS and many states offer programs to stop collection action based on your financial situation, allowing the debts to eventually expire and be forgiven. We will work with you to analyze your financial situation, presenting a strong case to the IRS to get you the peace of mind you deserve.

Learn more about IRS Currently Not Collectible Status.

In serious cases, both the IRS and state revenue agencies can forcefully collect past-due taxes by taking funds directly from your bank account. We will protect you from these seizures, negotiating to get your funds back as soon as possible.

The IRS and states can and do take paychecks and pension payments from taxpayers with past-due taxes. We work with the government to get your money back, protecting your ability to pay for living expenses.

Taxpayers with past-due debts can be subject to aggressive collection action. We will work with you to analyze your financial situation, getting you into a budget-based payment plan. Through this program, we can often get the IRS to forgive significant amounts of your tax debt by paying a reduced monthly payment based on your financial situation.

There are over 10 types of tax penalties the IRS assesses, with some states having far more. We analyze your tax records and individual situation to determine whether you may qualify for penalty forgiveness. If you qualify, we will help you gather documentation and present your case to the government.

Oftentimes, state tax authorities can be even more aggressive than the IRS when it comes to collecting tax debts. We work directly with all 50 states, protecting your assets and income from aggressive collection efforts. Each state has different rules, 

The government often files liens on taxpayers with past-due tax debts. These liens are public. However, this can prevent you from being able to sell your home, acquire a mortgage, or work in certain professions. In these cases, we work with the IRS and states to challenge liens.

IRS & State Audits

Audits can be stressful and complicated. From IRS audit defense to tax compliance assistance, our team provides expert guidance and support every step of the way.

Forgetting  income or even reporting it on the wrong line of your tax return can lead to the government proposing significant increases in tax. Oftentimes, however, their calculations are wrong and overstate the amount you truly owe. For this reason, it is important to have a professional who can defend you. We will vigorously protect you against these tax increases, making sure you pay no more than you actually owe. We will present your case to the IRS along with strong supporting documentation.

Learn more about IRS underreporter audits and how to handle them here.

When you sell cryptocurrency, the IRS gets a report. However, these reports leave out how much you paid for the crypto. When crypto transactions are not reported, IRS computer systems often flags returns for audit. These audits often leave out how much you paid for the crypto, resulting in a tax bill that is much higher than it should be. We will make a strong case and contest the government calculations, leading to a lower tax bill or even a refund.

Small businesses are oftentimes the subject of intense audits, adding unnecessary burdens on already-busy business owners. We will work with with you to present strong evidence to the IRS and will negotiate with them on your behalf to get you the lowest tax bill possible.

Sales tax audits can be overwhelming, requiring meticulous attention to detail and in-depth understanding of complex regulations. Our dedicated team is equipped to handle every aspect of the audit process, from thorough documentation preparation to skillful negotiation with tax authorities. We help alleviate the stress of sales tax audits for your business, ensuring compliance and minimizing tax liabilities for a smooth and successful resolution. 

Oftentimes, auditors get things wrong, overstating the amount of taxes you owe. We will help you appeal these decisions, getting your case a fresh review by an independent expert. We will put together a strong argument to make sure you don't pay anything more than you owe under the law.

If you miss the deadline for a regular appeal, we can oftentimes get a fresh review and appeal of the audit results. We will help you put together strong evidence to support your case, lowering your tax bill or even getting you a refund.

Unfiled & Back Tax Solutions

We understand that life can sometimes get in the way of filing taxes on time. We provide expert assistance in getting you back into compliance. Our dedicated team takes care of filing back taxes to resole compliance issues.

We fully analyze IRS and state tax records, determining whether past-year tax returns are required to be filed. We provide our expert guidance based on all regulations to protect you from aggressive collection action.

Unfiled tax returns can lead to aggressive action from both the IRS and States. Our team of dedicated experts helps taxpayers acquire & recreate their past-year tax records and file past-due returns. 

Both the IRS and State tax agencies assess penalties for late-filed taxes. We help taxpayers challenge these penalties, helping reduce their taxes owed. We perform thorough analysis to determine if you are eligible for relief and challenge the penalties if possible.

The IRS can and will file past-due tax returns by themselves. Also known as Substitute For Returns (SFRs), these tax returns often estimate and leave out important information, leading to a higher tax bill than a properly filed return would show. Our team of dedicated professionals helps taxpayers analyze the IRS-filed returns, re-create their past-due tax returns, and reduce their tax liabilities.

Learn more about Substitute for Returns and how to address them.

Like the IRS, individual states can file past-due tax returns on your behalf.  These returns often leave out important credits and deductions, overstating your tax liability. We help clients acquire tax records, challenge the returns, and file accurate returns to replace them and reduce the amount owed.

HOW WE WORK

Schedule an in initial consultation. We'll discuss your unique situation and get started right away with exploring what options might be available.

Next, we'll perform a comprehensive analysis of your tax records and personal situation to create a plan, whether that involves tax preparation, bookkeeping, financial planning, or tacking a tax issue. We'll let you know the benefits and risks of each option.

We take care of the details, filings, and coordination, keeping you informed and organized throughout the process.

For IRS or state matters, this includes direct communication and representation with tax authorities on your behalf.

We remain available for questions, planning, and support, adjusting as your situation or needs change.

WHAT OUR CLIENTS SAY