about us

Relax knowing your taxes are expertly managed with precision and care

Pinnacle Tax delivers a full suite of services including accounting, bookkeeping, consulting, payroll, outsourcing, and business solutions.

For over 10 years, we have been committed to providing services and clients spanning a broad spectrum of industries, including restaurants, real estate, construction, entrepreneurial ventures, and others. By tailoring our approach to your specific needs, we deliver customized solutions that enhance financial transparency and support sustainable, long-term growth.

Your success is our business—let’s grow together!

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Years of Experience

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Successful Cases

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Expert Team

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Satisfied Clients

Our Mission

To empower clients with precise tax and accounting solutions that drive growth and peace of mind.

Our Vision

To become a trusted partner in tax and accounting services, known for providing innovative and personalized solutions that help clients confidently achieve lasting financial success.

Our Core Value

Integrity

We uphold the highest ethical standards, ensuring transparency and trust in every client relationship.

Excellence

We are committed to delivering precise, reliable, and innovative financial solutions tailored to each client’s unique needs.

Partnership

We believe in building collaborative, long-term relationships that empower our clients to achieve their financial goals with confidence.

Security

We are committed to the highest standards of data security and confidentiality, employing advanced safeguards to protect client information and ensure strict adherence to all regulatory requirements.

Culture

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Careers

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Here’s What Sets Us Apart

Proactive Guidance

Our proactive approach to fosters ensures you always understand the path forward. potential challenges before they emerge. By staying ahead of regulatory changes, market trends, and financial risks, we provide strategic advice that helps you navigate complexities with confidence.

Transparency You Can Trust

We prioritize transparency and simplicity in every interaction, delivering straightforward advice that simplifies even the most complex tax matters.

Committed Partnership

From initial consultation to ongoing management, we are fully invested in understanding your goals and delivering solutions tailored to your needs by fostering a true partnership dedicated to supporting your success at every stage.

Enrolled Agent Services

Our experienced Enrolled Agents provide expert representation before the IRS, guiding you through complex tax matters with confidence and professionalism.

We’re Here to Help—Ask Away!

Our team

Meet leadershipour team

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Lucas Brown

Founder & CEO

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Harper White

Senior Tax Advisor

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Anna Gledhill

Tax Planning Specialist

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John Pauley

Estate Planning Advisor

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Sarah Gunton

Financial Analyst

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Daniel Walker

Financial Analyst