How can we help?
Financial planning regularly involves analysis and planning in the areas of insurance, income taxes, estate matters, budgeting, college planning, retirement planning and investment management. We work with you as an impartial financial professional to focus on financial performance and satisfying your financial goals. Our advice includes the consideration of any debt management, insurance needs, and tax strategies.
We can help you determine the amount of funds needed to be comfortable in retirement. We look at circumstances such as the best way to take retirement funds from your employer; the preferred way to manage going back to school, or transferring ownership of a family business to one of your children. Our professionals can help you make sound financial choices based on the life decisions you want to make based on your accumulated wealth and future projections.
For more information, please contact Bill Piccerelli.
“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
“… 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.”
“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."
Taylor Box Company
“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.”
Key Container Corp
"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.”
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
"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.
Paolino Insurance Agency, Inc. and The Paolino Group LLC
“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."
Director of European Markets
Avid Products, Inc.
"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."
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
Leonard Valve Company
"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.”
Angel Street Capital