Certified CRYPTO Public Accountant

Whether you’re an early adopter of cryptocurrency, currently trading, or even just looking to diversify your portfolio, the professionals at Lorenzo CPA have you covered.

We take the guesswork out of crypto tax liability.

SCHEDULE A CALL

HOW IT WORKS

Book A Discovery Call

Consolidate your information

Develop an effective plan

File accurately with peace of mind

BOOK A CALL

Crypto Tax Consultation

60-min Tax & Wealth Strategy

1-on-1 Coaching

Speak directly to the source

We strategize and execute

Click here to book your appointment

SERVICES

CRYPTO TAX

It's important to work with someone who knows the industry to file your crypto taxes correctly and according to code.

FINANCIAL COACHING

Pursue a confident retirement through financial planning, investment management and estate planning with our Financial Coach.

TAX STRATEGY

The fastest way to put money in your pocket is to reduce your taxes with a tax strategy. Our creative tax strategies have one overriding objective – to increase your wealth.

BUSINESS CONSULTING

We have a wide range of consulting services designed to improve your business planning and operations, boost efficiency and strengthen your bottom line.

ESTATE PLANNING

A CPA can bring his or her knowledge of taxes to the table to ensure you create a proper estate plan that minimizes the taxes and maximizes the portion of your estate that will be passed down to your beneficiaries.

TRUST FORMATION

We offer assistance with estate planning including the creation of trusts as well as guidance regarding preparation of wills. We consult with outside attorneys selected or approved by you who are qualified to draft estate and trust legal documents while we offer our financial and tax input.

BUSINESS LLC

As a CPA, we offer clients incorporation services by partnering with an online legal filing service. We help you with ensuring trust formation paperwork is done correctly and will be processed smoothly.

TAX PREPARATION

We handle every return as if it were our own to maximize your tax deductions. We ensure your tax return is prepared accurately and understand that the tax code is a mile wide and an inch deep.

OUR TEAM

LORENZO ABBATIELLO

Founder and Principal

Lorenzo Abbatiello is a CPA with over 10 years of Accounting experience and working with some of the largest companies in the world. Today with CPA Wealth Builders he prefers working with individuals and using the tax code to legally keep more of his clients' hard earned money in their hands. With family values as a personal cornerstone, a mission for the company is to maintain long-term relationships with our clients and provide exceptional service. We do this by educating them on our process and keeping up to date with the latest news that is related to the financial house.

SOFIA ANDERSON

Wealth Manager

For 10 Year Sophia was a partner at Bellevue Investment Group, a boutique firm in Newport, RI. In 2014, she sold the practice to one of the largest financial planning firms in Boston, MA. From 2014 to 2020 Sophia donated her time to wounded veterans helping them improve their finances and start-up businesses. She is still active today serving our veterans through vetshub.org, a hybrid non-profit. Today she enjoys working with small groups of clientele implementing creative ways to build financial legacy to their families, while minimizing their tax exposure.

NICHOLAS PACHECO

Insurance Specialist

Nicholas H. Pacheco, CLTC is a Financial Services Representative with over eighteen years of experience in the financial services and insurance industry. Fully licensed in seven states, Nicholas began serving his clients out of a sincere desire to help individuals and families plan for and attain their financial goals. He focuses his practice on efficient retirement income and legacy planning, with an emphasis on building and using tax-free wealth. His clients consider him a trustworthy, caring, and reliable expert, whose hard work and superior service leads to exceeding clients’ goals and expectations.

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The more you know, the less you owe.

You make the money,
we make it work for you

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2050 Mineral Spring Ave,
North Providence, RI 02911 
(631) 357-0701
info@lorenzotax.com

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