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Pierre Tax and Wealth Management
Your Favorite CPA in San Diego – Expert Tax Strategy & Wealth Building
4.2(5 reviews)
accountant
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Your Favorite CPA in San Diego – Expert Tax Strategy & Wealth Building
Pierre Tax and Wealth Management, led by Eric Pierre, provides personalized accounting, tax planning, and wealth management services in San Diego. With a 4.8-star rating, we focus on understanding your unique financial situation to deliver legal, ethical strategies that reduce taxes and increase cash flow. Serving individuals, families, and businesses, we offer in-office consultations in Banker's Hill or flexible meetings to accommodate your needs. Trusted for thorough follow-through and cutting-edge advice, we aim to become your long-term financial partner.
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Comprehensive tax filing services tailored to your specific situation, maximizing deductions and ensuring compliance.
Proactive planning to legally minimize tax liabilities and optimize cash flow through ethical, customized solutions.
Guidance on building and preserving wealth with strategies aligned with your financial goals and risk tolerance.
Specialized support for estate planning and trust returns, often coordinated with partner firms for expert handling.
Ongoing accounting services for businesses, including bookkeeping, financial analysis, and growth-oriented advice.
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?
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!
I work with CPA firms and Tax professionals in all 50 states. You get to meet and collaborate with competent professionals who spend their business lives delivering the best service for and to their clients. I have been nothing short of impressed to watch Eric & his staff give the most cutting edge and excellent service to me and my company time and time again. Few can outwork him and deliver the timely results like he and his firm, has for me. I consider Eric P and his associates a Godsend, for anyone wanting the best in accounting! Kindly, William Gregory Ball Austin, TX
Eric is very thorough with great follow through. He's provided me with excellent advice and service and most importantly saved me a lot of money in taxes by identifying all of the advantages allowed for my specific situation. I think once you meet with Eric he'll quickly become your favorite CPA as well!
I've worked with Eric for over 2 years now and he is definitely my Favorite CPA! Since we've worked together, Eric has saved me and my family significantly on our taxes. He is the most personable, quality, efficient CPA I've ever met. He takes his time in understanding your business and your situation. He comes up with solutions that are legal, ethical, moral and of course significantly reduce your taxes while increasing your cash flow. What else I love about Eric is that if you aren't able to make it to his office in Banker's Hill in San Diego, he will make an effort to accommodate you to meet you where you are at. I've proudly referred Eric to other colleagues and friends of mine over the years and he has been consistent in providing quality service and delivering an exceptional ROI when it comes to his pricing. I hope you pick up the phone and call Eric and you'll see why Eric is Your Favorite CPA
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