As a citizen, you have an obligation to the country’s tax system, but you also have an obligation to yourself to know your rights under the law and possible tax deductions – and to claim every one of them.
-Donald Alexander, Former IRS Commissioner
Proper planning takes time; research has to be done to determine what entity choice is best for each business and what unique deductions can be taken. A line by line analysis of the tax return is necessary to do a thorough job for the client. Tax Strategists have numerous resources at their disposal to analyze each area of the return to identify as many deductions as possible.
We listen to the client and then choose the right diagnostic tools at our disposal in order for the tax plan to work for the client. True tax planning takes time to review the solution and see if it will work for the client. A tax planner should not only look at the short-term solution but rather the short AND long term solutions to ensure the client is in the best possible solution.
About Our Firm
Mark Wojno
CPA
Mark Wojno earned his BBA in Accounting from Eastern Michigan University. His career includes positions in public accounting with local and regional accounting firms. After earning his CPA license, Mark founded, Mark Wojno and Associates, a public accounting and tax preparation firm. He also founded Diversified Mortgage Service, a mortgage brokerage and financial services firm providing insurance, investments, and consultation services. The experience he acquired while running those previously owned businesses gives him valuable insight that he uses to help his clients here at Pinnacle Tax Advisory.
Eugene Juergens
Tax Accountant | JD, BBA, EA
Eugene Juergens is the former President and Founder of AAA Tax & Accounting Inc, established in 2002. Gene is warmly welcomed to the team as AAA Tax & Accounting Inc. has merged with Pinnacle Tax Advisory this past year! Gene has a Business Administration degree with a major in Accounting. Over the years Gene has provided exceptional guidance and service to individuals and businesses in the Livingston County area as well as states beyond Michigan. His expertise ranges from basic tax preparation and accounting services to financial statement preparation.
Cheri Young
Partner | Wealth Manager
Cheri has more than 20 years of financial, risk management, and estate planning experience. She became an independent advisor 17 years ago because she believes that clients deserve their advisor to act in their “best interest.” Cheri is fascinated every day with her task of optimizing her client’s financial lives. She does this through a combination of thoroughly researched portfolio management, fee awareness, tax drag minimization, eliminating redundancies, and providing adequate risk management. Cheri is a Magna Cum Laude graduate of the University of Detroit-Mercy. She Majored in Business with a concentration in Economics and won the Dean’s Award for Business at graduation. A dedicated Michigander, two of Cheri’s favorite places on the planet are Mackinac Island and Boyne Mountain. The children are all grown and busy starting their families leaving Cheri and Randy a bit more free time to enjoy their favorite pastime, Ballroom Dancing.
Beth Perri
Office Manager
As the office manager at Pinnacle Tax Advisory, Beth Perri truly enjoys making connections and applies her expertise to understanding and meeting the needs of our clients. She keeps the tax team running with her positive, proactive attitude and attention to detail. Beth is an Insurance Licensed agent with over 15 years of business and management experience. Beth is married and has three children. She enjoys spending time with her family, cultivating the organic landscape and garden at her beautiful home and invests in her health and overall fitness.
Mark Young
Associate Advisor
Mark has over 10 years of experience working in a wealth management firm. He graduated from Northwood University majoring in Management and Economics. Mark works with our clients’ day-to-day needs, assuring that their personal financial plan runs smoothly. Mark is especially attuned to the planning needs of our younger, newer clients. Mark also makes everything work in our office; we are fortunate to have his technical abilities. Mark loves Engine Building Board Games, waterparks, and roller coasters.
Geraldine Bodker
Enrolled Agent and Certified Divorce Financial Analyst
Ger has more than 30 years of experience in all areas of taxation. Additionally, Ger is able to help divorcing couples sort through their accumulated assets so that everyone walks away equally unhappy. Originally born in Australia, she was a Canadian citizen for most of her life. She recently became a citizen and is looking forward to voting. Ger and her husband Chris recently bought a cottage on Lake Huron and enjoy spending most of their summers up north. Ger loves walks in the woods and putting together puzzles. To her, taxes are a type of puzzle.
Maggie Dutton
Receptionist
Maggie is one of the first friendly faces you will see upon entering the front door of Pinnacle Tax Advisory. In addition to her graciousness to our guests, her attentiveness to detail and dedication is appreciated. Maggie loves bicycling in the National Parks of Ohio and Michigan. She likes taking a spontaneous bike trip when the weather offers a great opportunity. On weekends with suboptimal weather, she enjoys baking for family and friends.