Pinnacle Financial Services, LLC

I am a Certified Public Accountant (CPA), an Enrolled Agent (EA), a Certified Tax Coach (CTC) and a Certified QuickBooks ProAdvisor.

Being a licensed CPA is the professional designation that not only gives the public an assurance of quality and credibility but also shows that I have met the profession’s highest standards of competence and achievement.

As an EA, I am a federally-authorized tax practitioner who has technical expertise in the field of taxation and is the highest tax professional credential recognized by the IRS.

As a CTC, I specialize in strategically identifying tax reduction strategies, assisting clients throughout the US with the implementation of tax plans, and ultimately measuring tax savings.

As an experienced government auditor, I successfully uncovered millions of dollars to be returned to the federal government.

As a Certified QuickBooks ProAdvisor, I can assist you with your bookkeeping needs as well.

My dedication and commitment to excel in my chosen field of expertise led me to gain practical experience which includes over 30 years as a federal government auditor in the Office of the Inspector General and an accountant in the private industry.

Additionally, my accounting experience includes multiple industries, such as property management, mortgage servicing, leasing, healthcare, and manufacturing, to name a few, resulting in tax specialization of real estate investors who fix and flip residential property.

I state this not to brag or boast, but to show the breadth of my expertise and experience that has made me uniquely equipped with the expertise and flexibility to competently and holistically handle my clients’ needs.

I am passionate about taxes and how to strategize with my clients to save them money on taxes and assist them in reaching their financial goals!