I’m Lisa Odeja, Founder & CEO of Pinnacle Financial Services, a boutique CPA and tax strategy firm specializing in real estate investors nationwide. As a CPA, Enrolled Agent, Certified Tax Coach, and Main Street Certified Tax Advisor, I help real estate investors reduce taxes and build wealth through proactive, year-round tax strategy and accurate tax filing.
My approach is strategy first, filing second. I look beyond the tax return to identify planning opportunities aligned with each investor’s real estate portfolio and long-term goals, including strategies involving depreciation, real estate professional status, short-term rentals, acquisitions and dispositions, and entity considerations. Pinnacle also provides tax preparation, accounting and bookkeeping support, and related compliance services for real estate investors.
I bring more than 30 years of accounting, tax, and federal government auditing experience. That background shapes my disciplined approach to tax strategy, with an emphasis on accuracy, documentation, and defensible tax positions. Clients receive boutique attention, clear communication, and proactive planning throughout the year.
Licensing & Credentials
Services Offered
Tax Specialties
Where I Provide Services
