Benefits

Savings

Through thoughtful planning, we work to minimize tax liabilities and focus on the protection and preservation of your wealth, safeguarding the accumulation and enjoyment of your hard-earned assets.

Secure Your Legacy

Ensure your assets are used and dispersed as you intend with a plan that incorporates your wishes and values, while helping avoid complications.

Peace of Mind

A well-designed plan can ensure that loved ones are aware of your desires, whether for your business or your personal care.

How can we help?

We believe planning is the key. Our goal is to help you understand the best options available to you so you can choose an approach that aligns with your needs and desires. We do this by outlining easy to follow options that are user-friendly. We review all considerations to determine ideal strategies you can rely on for making thoughtful and calculated decisions.

Planning can help ease concerns about an uncertain future. We utilize our knowledge, experience and resourcefulness, along with those of our professional peers, to assist you by preparing for those unknowns. We never take for granted the trust and confidentiality clients place in us with their very personal and financial information. It is this very relationship that makes our firm an ideal choice to help you strategize and plan for life’s momentous occasions.

For more information, please contact Richard J. Petrucci, Jr.

Capabilities
  • Estate Planning
  • Estate, Gift, GST and Trust Tax Planning and Compliance
  • Review of estate plan documents and recommendations
  • Life Insurance Strategies (including ILITs)
  • Sophisticated Estate Planning and Transfer Strategies
  • Planning for individuals and families (including elders and individuals with special needs)
  • Charitable Giving Planning (including Gifts, Bequests, and Charitable Trusts)
  • Executive Compensation Planning
  • Retirement Contribution, Distribution and Rollover Strategies
  • Nonqualified Deferred Compensation Planning
  • Social Security Planning
  • Medicare Planning
  • Medicaid and Long-Term Care Planning
  • Business Planning (including Business Succession Planning)
  • College Education Planning (including Savings Strategies and  Financial Aid Planning)
  • Investment & Financial Product Planning (including Tax Planning)
  • Financial Planning
  • Referral Assistance to industry professionals including attorneys, financial advisors, insurance agents, trust officers and bankers

Ready to connect?

Testimonials

“PG& Co. has provided us valuable accounting and tax services on a personal and business basis for over 25 years.  I highly value their advice and counsel for tax planning and analysis.”

Robert J. Maccini
Founder & CFO
Drive Time Metrics
Jamestown, RI

“… their advice and strategic tax-planning has allowed us to eliminate waste and put our money to work - developing critical projects, expanding our business, and adding jobs.  It is no exaggeration to say that we absolutely would not be here right now without their infallible guidance.”

Jay Colgan
Colgan Development Group
A Child's University
ACU REALTY
Smithfield, RI

“We have grown; expanded our markets; invested substantially in new equipment and technology; purchased companies; sold companies and survived many challenges.  At each point in this successful journey we have had the professionals from PG&Co at the table with us assisting in not just the accounting but being a sounding board asking those smart questions and helping us build the right strategy."

Dan Shedd
President
Taylor Box Company
Warren, RI

“We have been a client of Piccerelli Gilstein & Company, LLP for over 15 years.  They provide us with expert advice with our annual tax engagement and throughout the year as needed in a prompt and efficient manner. The staff is very professional, and they are always available.”

Domenic Lapati
Controller
Key Container Corp
Pawtucket, RI

"They provide prompt, professional, and consistent services. They leave us with confidence that the business exposure and risks are low. They offer support to management and the financial team. I would highly recommend them for any accounting needs.”


Justine Johnson
Co-owner
Ocean State Veterinary Specialists 
East Greenwich, RI

“We have been using PG&Co. for literally decades. Not only does our CPA firm provide us with a high level of service for standard accounting and reporting requirements but PG&Co. had also provided unique services as well."

Michael A. Akkaoui
President/ CEO
Tanury Industries
Lincoln, RI

“PG&Co is very responsive to questions and creative in helping us find solutions to problems that arise in the ordinary course of business."

Stephen Perrone
Chief Financial Officer
Paolino Properties
Providence, RI

"As the President of our company, I am always confident that a recommendation of Piccerelli, Gilstein & Company to a client will in fact be exceeded by the service and professionalism with which PG&Co. delivers.”


Gregory A Paolino, Jr.
President
Paolino Insurance Agency, Inc. and The Paolino Group LLC
Providence, RI

“Working with PG&Co is like having the best of two worlds; the level of expertise expected from a top five firm, and the personal and affable attention you’d expect from a small town shop."

Mike Twist
Director of European Markets
Avid Products, Inc.
Middletown, RI

"They are responsive, deliver their work on time and are always helpful throughout the year not just during audit/tax time. Their client service is simply exceptional."

Catherine Spicka
VP, Accounting & Tax
Haley Residential (formerly known as DEI Communities):

"While I find my accounting relationship with PG&Co. superb in all aspects, the best part is the rapid response for time sensitive issues that arise outside of tax filing season."


Arnold-Peter C. Weiss, M.D.
Vice Chairman & Professor of Orthopaedics
Alpert Medical School of Brown University

"The partners are fully engaged and extremely capable. The staff evolves and changes but the quality of service remains excellent."

E. Niles Wilcox
President
Leonard Valve Company
Cranston, RI

"I always check with them first, before making any major financial decision. PG&Co. has taught me over the years that planning pays, because it saves.”


Joseph Gallagher
Managing Director
Angel Street Capital

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Testimonials