Pierre Tax and Wealth Management

4.8(70 reviews)San Diego, California
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By owner
Street View & 360°
All
By owner
Street View & 360°

Pierre Tax & Wealth Management is a full-service tax and wealth management firm. Our mission is to build relationships with our clients based on trust and integrity. We provide personalized financial planning services and can help you reach your goals. Pierre Tax & Wealth Management's team of experts delivers innovative solutions for all your financial needs. Our team has the experience, knowledge, and expertise to guide you through in asset protection strategies, retirement income strategies and other financial planning services that are customized to fit your needs. Pierre Tax & Wealth Management is committed to providing exceptional service with superior results for our clients in San Diego County and beyond.

Services

From the Business

Accessibility

Business Hours

Monday
9 am–6 pm
Tuesday
9 am–6 pm
Wednesday
9 am–6 pm
Thursday
9 am–6 pm
Friday
9 am–6 pm
Saturday
Closed
Sunday
Closed

Find Us on Google Maps

1455 Frazee Rd Suite 500, San Diego, CA 92108, United States

Customer Reviews

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Reviews

4.8(70 reviews)
A L
Oct 1, 2024on
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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?

Paul Witte
Nov 7, 2021on
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Negative Responsiveness, Professionalism

Eric Skaff
Nov 7, 2021on
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Eric is one of the most professional, caring CPAs Ive 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. Positive Professionalism

Tony Morales
Nov 7, 2021on
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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. Positive Responsiveness, Quality, Professionalism

Don Cherry
Feb 12, 2021on
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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. ⭐️⭐️⭐️⭐️⭐️

David Luberda
Nov 7, 2020on
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I took what I thought was a nightmare of a situation over to Eric. After a few emails and forwarded letters he managed to save me from my 70k mistake that I made because I didn’t think I needed a pro. Never doing that again. Thank you times a million

Colombo Roc
Nov 7, 2020on
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Eric was extremely helpful and informative. Felt very confident working with him and in his work. I would recommend anyone to work with him.

Tim Shannahan
Nov 7, 2020on
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I have worked with a number of accountants over the years, and Pierre accounting is by far the best! I would definitely recommend them to all my family and friends.

Jermaine & Brandi Bradford
Nov 7, 2020on
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From our first meeting to every encounter over the phone or via virtual meetings, Eric and his team are have always provided professional services. They are innovative and very knowledgeable about business taxes. I’ve worked with serval CPA, but Eric has by far surpassed the prior companies we have dealt with. Positive Professionalism

Tara Newton
Nov 7, 2020on
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I just had a slight panic moment with taxes...not the first, or last... But Eric to the rescue a few days before the tax deadline. Wow, he took care of it! Thank you Eric. I highly recommend Eric!!

Lorilyn Wilson, CPA
Nov 7, 2020on
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I was introduced to Eric several months ago and hes been an invaluable resource ever since. Hes an absolute pleasure to converse with, and is always kind, responsive, very knowledgeable and extremely professional. I cant recommend working with him enough. Positive Responsiveness, Quality, Professionalism

Stephanie Ellis
Nov 7, 2020on
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So wonderful I couldn’t ask for better!!! Thank you thank you thank you so much!!!

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