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Our mission is to empower our clients by providing expert guidance, innovative solutions, and unparalleled service. We strive to build long-lasting relationships based on trust, integrity, and a deep understanding of your financial objectives. Whether you’re an entrepreneur, a small business owner, or an individual seeking financial clarity, we are here to support you every step of the way.

Our Mission

We Serve Individuals, Families, Businesses, Trusts and Estates

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Our Approach

We start by understanding your specific needs and challenges, then develop a tailored plan that aligns with your goals. Our proactive and forward-thinking strategies ensure that you are not just meeting your financial obligations but also maximizing opportunities for growth and success.

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Our Team

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Sarah Mitchell

Lead Financial Analyst

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Sarah brings over 10 years of experience in financial analysis and planning to Pinnacle CPA Group. With a keen eye for detail and a passion for helping clients achieve their financial goals, Sarah specializes in crafting personalized strategies that drive business growth and financial stability. Her expertise spans a variety of industries, making her an invaluable asset to our team and clients alike.

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David Thompson

Chief Accounting Officer

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David is a seasoned CPA with over 15 years of experience in accounting and financial management. As the Chief Accounting Officer at Pinnacle CPA Group, he oversees the firm’s accounting operations and ensures the highest standards of accuracy and compliance. David is known for his meticulous approach to financial reporting and his dedication to helping clients navigate complex accounting challenges with ease.

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Emily Nguyen 

Client Relations Manager

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Emily has a background in both finance and customer service, making her the perfect bridge between our clients and the services we provide. As the Client Relations Manager, she is committed to understanding each client’s unique needs and ensuring they receive the best possible service. Emily’s warm, approachable demeanor and deep understanding of financial processes make her a trusted point of contact for all of our clients.

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Why Choose Us?

Expertise You Can Trust

With years of experience across various industries, our team has the knowledge and expertise to handle even the most complex financial matters.

Personalized Service

We take the time to get to know you and your business, allowing us to provide solutions that are perfectly suited to your needs.

Proactive Strategies

We don’t just react to changes; we anticipate them. Our forward-looking approach helps you stay ahead in an ever-changing financial landscape.

Commitment to Excellence

We are dedicated to providing the highest level of service and ensuring that every detail is managed with precision and care.

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About Us

Your Trusted Partner in Financial Success

With decades of combined experience in accounting, tax planning, and financial advisory, our team of certified public accountants is committed to delivering personalized and precise financial solutions tailored to your unique needs.

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