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. He entered the Insurance and Financial Services Industry in 1993 where he then later attained his insurance license. 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 currently serves on the board for First Christian Academy.

Ed is an approved member of The National Ethics Association and The National Association of Tax Professionals.


Nic Ranocchia

Nic Ranocchia
Investment Advisor Representative

Is a graduate of the University of South Florida, with a Bachelor’s degree in Finance. He has over 6 years of customer service experience, as well as experience in the banking business. Nic is a licensed Investment Advisor Representative and holds a Series 65 license, which gives him the ability to offer securities to clients and manage their portfolios. He is also licensed to work with clients for Life and Health insurance, as well as annuities and works closely with Ed to offer these services. He has been a part of our team for over two years and is able to offer new advisory services to our clients.


Lorrie Rizzotto

Lorrie Rizzotto
Vice President of Operations

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 Vice President of Operations for the Rizzotto Tax Advisory Group.  Lorrie currently serves on the board for the Pasco Pediatric foundation.  


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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. 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, taking long walks, kayaking, singing, listening to music, watching a good movie, strolling along the beach at sunset, reading, and ministering with her husband in Florida prisons and short-term mission trips to such places as India, Mozambique, Africa, Vietnam, and Jamaica.


Our team of IRS enrolled agents and qualified tax preparers each have an average of over 20 years of experience in tax preparation and tax law and are ready to assist you with all of your tax preparation needs.

 


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.



*Fee based financial planning and investment advisory services are offered through Truvestments Capital, LLC a SEC Registered Investment Advisor.

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