Robert S. Pellegrino, EA

I decided to become a Tax Professional because I love working with details and numbers and like the complexity and dedication that is required to be successful helping clients with their tax situations. When my wife Cindi and I opened Symmetry Wealth Management together, tax preparation and planning was the area of the business that was my focus as it is something I have been doing for many years.

What I have found I love about Tax Representation, Tax Planning and Tax Preparation is that I can help people with difficult issues that can be overwhelming and confusing for many people. Preparing your own Federal and State income tax return can be some people's worst nightmare and leave them with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers believe they benefit from using a professional tax preparer. I also found that many tax professionals don't do tax planning for their clients and felt if we could bring that skill to our company it would be a great benefit to our clients. My goal is to help people understand their tax situation, help them minimize the impact of income taxes on their overall financial situation, help them create resolutions with the IRS, and help them plan their future tax situation for long term tax management into retirement and beyond.

When I am not helping clients with their tax situations or studying the latest tax law changes I enjoy skiing, boating, hiking, dining out, and traveling. I also really enjoy the hands on experience of fixing old cars and boats as well as spending time with my family and our dogs Fifi and Pepper.