About Us

About Us

Founded by Doug Generoli, EA, PI Financial has proudly been serving the good people of Normal Heights, Kensington, North Park, and the greater San Diego area for over 30 years. Our team is committed to continually staying apprised of the ever-changing tax code to ensure the most accurate and beneficial tax filing. With the praise of loyal clients and friends, PI Financial continues to increase its client base by positive client referrals, successfully growing every year since inception. Through continued education and training, PI Financial provides all the tools necessary to offer you sound tax advice, whether for your Individual Tax Return, tax related Business issues, your Trust, or Estate. We are here and happy to help.

 

Doug Generoli, a federally licensed Enrolled Agent, was the founder of PI Financial and has been assisting clients with their tax preparation for over 30 years. Born and raised in San Diego, he he has been proud to be a part of the community, not only as your local tax preparer, but also as the Treasurer for the Adams Avenue Business Association and as an editorial contributor to the San Diego Reader. As of November 2013, Doug has retired as a tax preparer and handed over the reins to Robert Freidson to help you with your tax needs.

 

 

 

 

 

As an Enrolled Agent, Robert Freidson is federally licensed to represent Tax Payers before the Internal Revenue Service. Having owned and operated several businesses, he also has vast hands-on experience across many fields, intimately aware of the challenges business owners face and the income reporting issues associated with such ownership. Robert moved to San Diego in 1991 and has been proud to call it home ever since.

 

 

 

 


PI Financial     |     4711 33rd Street, San Diego, CA 92116      |     Phone (619) 280-7854      |       Fax (619) 280-2416      |       PIFinancialSanDiego.com