About Jeet Singh

Jeet Singh is a distinguished tax professional with over 12 years of experience specializing in middle-market clients in service, manufacturing, distribution, and technology industries with complex tax strategy, compliance, and advisory services for partnership, corporation, and S-Corporation. As a Partner at Scriba, he leads the firm’s Private Company Tax Practice, bringing deep expertise in private equity, family office services, and multi-jurisdictional tax planning.

Prior to joining Scriba, Jeet served as Senior Tax Manager at Plante Moran, the 15th largest CPA firm in the United States. There, he built and led a specialized tax team focusing on private equity firms and their portfolio companies, managing complex fund structures and partner-level tax matters. In addition to tax services, he has represented clients in the IRS and state jurisdiction audits. Previously, as Senior Tax Consultant at Deloitte, he developed comprehensive expertise serving high-net-worth individuals, corporations, and investment funds.

Throughout his career, Jeet has advised hundreds of scaled, multi-national private companies across various industries. His experience encompasses international tax strategy, state and local tax optimization, and family office tax services. Known for his advisory-centric approach, Jeet combines technical expertise with practical business acumen, making complex tax matters accessible to clients while fostering long-term relationships built on trust and demonstrated value. Jeet is a member of the AICPA and the Illinois CPA Society.

About Pasquale Serrone

With over a decade of experience in the personal tax advisory space, Pasquale is a trusted expert in navigating the complex tax landscape for ultra-high-net-worth individuals, professionals with rising tax complexity, families, and their related entities. Prior to joining Scriba, Pasquale served as a Manager in the Private Wealth Tax Practice at Deloitte, the world’s leading accounting firm.

His experience focuses on sophisticated tax planning and compliance strategies for individuals, trusts, estates, and gift matters. Pasquale has a proven track record of advising clients on intricate tax issues, guiding them through audits, and representing them in tax controversy matters. He is also a recognized leader in the industry, frequently facilitating technical trainings and playing an active role in the growth and development of the Private Wealth Tax Practice in his prior firm.  Prior to his time at Deloitte, Pasquale spent the first seven years of his career at mid-size firm Citrin Cooperman where he developed his foundation in tax technical skills.

Pasquale is a Certified Public Accountant licensed in the State of New York. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA), where he proudly serves as President of the Westchester County Chapter.

About Terri Edstrom

With 18 years of experience in tax and related accounting fields, Terri is a highly organized Tax Administrator specializing in the coordination and management of tax-related processes for individuals, corporations and accounting firms. She brings strong expertise in managing tax calendars, preparing compliance documentation, coordinating with internal departments and external agencies, managing high volumes of tax documentation and supporting the work of tax accountants and advisors.

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Sophisticated Tax Preparation & Planning

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Our dedicated tax experts understand your financial needs.

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We craft bespoke strategies that maximize your retained income.

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Our platform modernizes high-net-worth and business tax services.

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Individual Taxation

Scaling Income
$99/mo
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Includes:
Individual tax preparation and filing
Annual tax planning session
Year-round advisory
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Includes everything in Scaling Income plus:
Estate and gift tax preparation and filing
Quarterly tax planning sessions
Quarterly tax estimates
Additional personal tax services

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Scaling Business
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Individual tax support available plus:
Business tax preparation and filing
Business tax planning sessions
Accounting and bookkeeping services
Additional business tax services
A man is seated at a wooden table, working on a laptop in a bright, modern space. To the left, a panel highlights ‘Personalized Tax Strategies to Save You Money,’ listing options like ‘1031 Exchange’ and ‘Tax Harvesting.’ In the bottom right corner, a bar chart titled ‘Impact of Tax Savings on Net Income’ compares pre-tax and post-tax savings, showing significant improvement.
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“Whether we are working with multinational, scaled companies or young professionals seeking to build wealth for themselves, we bring the same level of expertise, energy and focus to all our clients. Your financial goals are our top priority, and we’re dedicated to executing the best tax strategies for you.”

Jeet Singh, CPA

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