Rizzotto tax agency

About Us

At Rizzotto Tax Advisory Group you will find a team of Financial, Tax, Insurance & Legal Experts that specialize in educating their clients on such subjects as: how to preserve their assets and reduce their taxes*, how to diversify** their portfolio for growth and safety and how to create more income for retirement. Our firm is committed to doing our best to assist our clients and we are proud to provide exemplary customer service, while displaying the highest standard of ethics and professional knowledge. We are approved members of The National Ethics Association, and The National Association of Tax Professionals. Edward G. Rizzotto, Owner and President, is an Insurance & Financial Representative who holds a state-regulated license to offer insurance products as well as a securities license to offer certain investment products.

Our Team

Edward Rizzotto

Edward G. Rizzotto
Owner/President

Edward G. Rizzotto is an insurance and Financial Representative who holds a state-regulated license to offer insurance products as well as a securities license to offer investment products. He specializes in educating his clients on such subjects as: how to preserve their assets and reduce their taxes, how to diversify their portfolio for growth and stability, and how to create more income for retirement. Ed is committed to his clients and he is proud to provide exemplary customer service, while displaying the highest standards of ethics and professional knowledge. Ed enjoys golf, tennis, running, traveling but most of all spending time with his family. He resides in Trinity, FL with his wife, Lorrie, and their two children.

Ed is a graduate of Clearwater Central Catholic High School, Clearwater, FL, then received his B.A. degree in Business Management from National Louis University - Evanston, IL. He also served in the United States Coast Guard (both active and reserve duty) from 1986 - 1999. He entered the Insurance and Financial Services Industry in 1993 where he then later attained both his insurance and securities license. Throughout his many years as a financial representative, Ed has completed various education courses on different aspects of Retirement Planning, including the following courses: Florida Tax-Qualified Long Term Care, Financial Planning for Retirement, Proper Planning/ Transfers/Rollovers of IRA's and Qualified Plans (401(k), 403(b), 457 Plans, SEP IRA's, Keogh's, etc.), Ethics for the Insurance Professional, Annuities*** and Pension Plans, Social Security & Medicare****, Understanding Next Generation Optional Living Benefits, Anti-Money Laundering, Rules and Regulations Surrounding Deferred Variable Annuities*****, and many more.

Ed is an approved member of The National Ethics Association and The National Association of Tax Professionals. Ed offers securities through Brokers International Financial Services, LLC. Member SIPC.


Lorrie Rizzotto

Lorrie Rizzotto
Marketing Director

Lorrie started her marketing career in 1988 with Allstate Insurance Company’s Florida Regional Office.  She worked exclusively in the areas of marketing and corporate/incentive meeting planning. After 11 years with Allstate, she decided to leave the corporate world to become an Independent Corporate Meeting Planner with Scottsdale, AZ based HelmsBriscoe.  She specialized in site selection and contract negotiations for many Fortune 500 company meetings and incentive trips all over the world. After five years with HelmsBriscoe, she achieved “President’s Club” status, placing her in the Top 50  out of 1,000 sales reps in the country.  In 2004, Lorrie decided to take some time off to raise her two  daughters.   In 2009, she came back into the workplace as Director of Marketing for the Rizzotto Tax Advisory Group.  She handles all marketing, networking, seminar coordination and the company’s year-end Client Appreciation Event.  


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Alton Scott
Insurance Consultant

Alton Scott is an independent Insurance and Financial Advisor who holds state-regulated licenses to provide insurance and certain investment product solutions. He is client-centered and relationship focused, not product or compensation driven. It’s his mission to foster relationships built upon integrity, honest communication, and sound financial principles. Alton has fourteen years of experience in the banking, insurance and financial services industries. He brings an extensive knowledge in the strategies he provides for wealth creation and preservation, retirement planning, financial risk management, and Medicare. Alton is proud to deliver exemplary customer service while displaying the highest standards of ethics and professional conduct. He is a member of the National Ethics Association (NEA). When he is not engaging clients or building upon his financial aptitude, he enjoys exercising and traveling. But most of all he enjoys spending time with family. Alton, along with his wife and two children, has been a resident of Land O’ Lakes, Florida for five years.


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Dori Greeson
Administrative Assistant

Dori Greeson joined us in March 2011 and has proven herself as a “most valuable” team player. During her time here, she has demonstrated exceptional skills in making our clients feel most comfortable during both their visits here, and on the phone. She oversees the day to day operations of tax season, coordination of client seminars and our year-end client appreciation event.

During September of 2012, she increased her value as a team player by achieving the status as a licensed life and health insurance agent after passing her state exam. When Dori was added to our team, we not only gained, but each of our clients did as well!

Dori's interests and personal experiences include enjoying time with her family and friends, strolling along the beach at sunset, reading, ministering with her husband in Florida prisons and short term mission trips to such places as Mozambique, Vietnam, and Jamaica. Dori lives with her husband, Gene, and is the mother of two grown sons, Benjamin and Robby.


Nic Ranocchia

Nic Ranocchia
Insurance Consultant

Is a senior at the University of South Florida, majoring in Finance. He has over 6 years of customer service experience, as well as experience in the banking business. Nic is licensed to work with clients for Life and Health insurance, as well as annuities*** and will work closely with Ed to offer these services. He is also pursuing his securities licenses so that he can fully assist clients. He has been a part of a team for over a year and is assisting Ed to gain experience and knowledge to begin his career as a Financial Planner.



What is an enrolled IRS Agent?

An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the IRS by either passing a three-part comprehensive test covering individual and business tax returns, or through experience as a former IRS employee. The Enrolled Agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents have unlimited practice rights; this means that they have unlimited representation rights allowing them to represent their clients before the IRS on all tax matters. Each of our tax preparers at Rizzotto Tax Advisory Group are enrolled agents, each with over 20 years’ experience in tax preparation.



* Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter.  Please contact us if you wish to have formal written advice on this matter.

**  Diversification does not guarantee a profit or protect against a loss in a declining market.  It is a method used to help manage investment risk.

***  Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

****  Not associated with or endorsed by the Social Security Administration or any other government agency.

***** Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered.

* Representative of and securities offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC and Rizzotto Tax Advisory Group are not affiliated companies. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Viewers or readers of the information contained on this website, in any articles herein or links to other articles, or posted on any blog or social media site, should be aware that any action taken by the viewer/reader based on this information is taken at their own risk. Any concepts presented herein or links to other articles are hypothetical in nature and intended for educational purposes only. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, insurance products, or investment strategies discussed herein.

Rizzotto Tax Advisory Group provides tax services which are separate from the securities services offered through Brokers International Financial Services, LLC. Rizzotto Tax Advisory Group does not offer legal advice.

Links to third-party web sites are provided as a convenience. Rizzotto Tax Advisory Group does not endorse nor support the content of third-party sites. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by Rizzotto Tax Advisory Group.