History behind Pinnacle Financial Services, LLC
Lisa Marie McAllister, CEO
As the CEO of Pinnacle Financial Services, LLC, accounting experience includes over 30 years as an Auditor in the Office of the Inspector General and an accountant in the private industry, such as property management, mortgage servicing, leasing, healthcare, and manufacturing. The breadth of my experience in accounting has made me uniquely equipped with the expertise and flexibility to competently and holistically handle clients’ needs. We provide a range of accounting, tax preparation, CFO, and tax planning services to individuals and businesses remotely in all 50 states. I am a licensed CPA, Enrolled Agent (EA), and Certified Tax Coach (CTC), am a member of the American Institute of Certified Public Accountants (AICPA), Illinois CPA Society, and American Institute of Certified Tax Planners.
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