Pierre Tax and Wealth Management

Name: Pierre Tax and Wealth Management
Address: 1455 Frazee Road, San Diego, CA, 92108, US
Telephone: (619) 800-6852
Price range: $$$
Rating: 4.5

Your Favorite CPA for personalized tax strategies and wealth growth in San Diego.

4.5(22 reviews)

accountant

$$$

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About

Pierre Tax and Wealth Management provides comprehensive accounting and financial advisory services tailored to individuals, families, and businesses. Led by Eric, the firm focuses on understanding each client's unique situation to deliver legal, ethical tax-saving strategies that enhance cash flow and long-term wealth. Known for its personable approach and commitment to client convenience, including flexible meeting options, the team builds trusted relationships through thorough, cutting-edge service. Based in Banker's Hill, San Diego, they prioritize delivering exceptional ROI and reliable support year after year.

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Location

1455 Frazee Rd Suite 500, San Diego, CA 92108, USA

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Information

1455 Frazee Road

San Diego, CA, 92108

(619) 800-6852 www.pierreaccounting.com/

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Services

Personal & Business Tax Preparation

Comprehensive tax filing services tailored to your specific situation, maximizing deductions and ensuring compliance.

Tax Strategy & Planning

Proactive planning to legally minimize tax liabilities and optimize cash flow through ethical, customized solutions.

Wealth Management Consulting

Guidance on building and preserving wealth with strategies aligned with your financial goals and risk tolerance.

Estate & Trust Tax Services

Specialized support for estate planning and trust returns, often coordinated with partner firms for expert handling.

Business Accounting Solutions

Ongoing accounting services for businesses, including bookkeeping, financial analysis, and growth-oriented advice.

4.50 · 22 reviews

Overall rating

Anna L

via Google

· 1 year ago

Unprofessional and lacks basic customer service skills. I am handling mother’s estate - I need to file both personal and trust returns. In addition to other items involving a rental property and beneficiaries. I was added to an email thread most likely in error - Eric stated “ I'm a little bothered by someone looking for a "quote" for a trust return. It feels like bottom of the barrel. I normally don't do trust returns myself” He forwarded my information to another accounting firm and asked them to schedule time with me. I was not made aware of this. I noticed the new firm’s email address in the email thread. If he didn’t want my business a simple email stating “I am not doing that kind of work right now” would have sufficed. Updated: Based on his passive aggressive apology I will be posting the correspondence that I had with his office. I don’t appreciate blatant lies. Further, regardless if the firm he referred me to specializes in estate taxes or not - isn’t it common practice to advise the client that you will be handing off their business?

Tony Morales

via Google

· 5 years ago

So, I recently found myself in need of both an amended return for a previous year and the current years returns so, I called up a friend and asked if he knew a solid “tax guy.” My friends response was “I know a GREAT CPA who can take care of anything you need done, he’ll do it right the first time and won’t break the bank doing it.” His recommendation was Eric Pierre. A text lead to a phone call and a couple weeks later, my previous years returns were amended, my liability reduced to nothing and we managed to capture a hefty return for the current year. I’m not expert in tax law which is 100% why I hired one and I’m glad I did. I would wholeheartedly recommend Eric and his firm for anything financial you might need.

Don (Don)

via Google

· 5 years ago

Eric is an extremely knowledgeable and reliable accountant who understands CA tax law. He has helped with my business, personal, and non profit taxes. In all of these categories, Eric has shown expertise in his execution and communication. I highly recommend him to any business owner looking to have an all star accountant on their team. Eric and his team allow me to focus on my business growth and development, without worrying about all of the back end accounting. ⭐️⭐️⭐️⭐️⭐️

Kyrsty Conway

via Google

· 5 years ago

Like most people I checked out CPAs with good reviews. Eric's candor personality won me over. He is genuinely interested in learning a little bit about you to best support your tax needs. Solid tax strategies that were new to me and definitely a bonus to my business. These are the kind of relationships you want to make sure are trustworthy so you can confidently continue business with them year after year. Look no further Eric has your best interest at heart. UPDATE: I enjoyed working with Eric so much as a client that I am proud to announce I am now part of the Pierre Accounting team. I still stand by my original review, and look forward to partnering with more like minded clients!

Eric Skaff

via Google

· 5 years ago

Eric is one of the most professional, caring CPA's I've ever had the pleasure of working with. He takes the time to be up to date on all tax regs, especially in this year of constant change. He will go out of his way to make sure his clients are properly taken care of, and always receive the best tax advice possible.

Paul Macias-Witte

via Google

· 5 years ago

Sirius Accounting Solutions, based in San Diego, offers exceptional accounting and financial consulting services to businesses of all sizes. With a 5-star rating, the firm is recognized for its professionalism, reliability, and commitment to client success. Led by expert Sarah Nance, the team at Sirius Accounting Solutions provides personalized support, ensuring clients are equipped with the tools they need to manage their finances effectively. Whether it's bookkeeping, tax filing, or financial reporting, Sirius Accounting Solutions delivers clarity and peace of mind to every client.

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