Hello there, I'm Lisa, the CEO of Pinnacle Financial Services, and I'm thrilled to connect with you. With over three decades of accounting experience, including roles as an Auditor in the Office of the Inspector General and various positions in the private sector, I bring a wealth of expertise to the table. My journey as a licensed CPA, Enrolled Agent, and Main Street Certified Tax Advisor reflects my commitment to excellence in navigating the complex terrain of taxation.
Beyond accolades and certifications, my passion lies in forging strategic partnerships with clients like you, guiding them towards financial prosperity. I've had the privilege of uncovering substantial tax savings for business owners across diverse industries, leveraging my multifaceted skill set and deep-rooted industry insights. Let's embark on a collaborative journey towards maximizing your tax efficiency and realizing your financial aspirations. Schedule a complimentary 30-minute strategy call with me, or explore our seamless onboarding process to kickstart our partnership. Join me on LinkedIn and Instagram to stay connected and informed on all things financial. Let's chart a course to success together!
Licensing & Credentials
Services Offered
Tax Specialties
