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
Terry Sammon has joined Pinnacle Tax Advisory as the Director of Business and Tax Consulting. After a career spanning more than 25 years in the Automotive Tier 1 supply chain, including General Manager for a multi-million-dollar subsidiary of a Fortune 100 company, Terry “retired” 13 years ago and started 3 separate businesses, including a tax and retirement management practice, among others.
Terry is an Enrolled Agent, the highest certification granted by the IRS. He has also achieved the status of Retirement Income Certified Professional®, a new financial designation granted by the American College of Financial Services. This program was developed in response to the overwhelming need for professionals to become versed in the “Distribution Planning” of retirement income planning, vastly different from the “Accumulation Planning” leading up to retirement.
Terry is very excited to bring his business, tax and retirement planning expertise together with his “living the dream every day” attitude and love for life and family, to help our clients live their lives to the fullest and to make a real and measureable difference for them.
Terry lives in Brighton, Michigan with his wife of 40 years, Cathy. They are proud parents of their 2 children Lisa and Sean, and grandparents to 6 beautiful grandchildren: Allexandra, Isabella, Allivia, Amallia, Keira and Liam.
If you are looking for an advisor who is passionate about serving others in finding and enjoying a “thriving life”, Terry and the team at Pinnacle are only a phone call away.
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.
As a registered tax return preparer with the Internal Revenue Service, Linda has been assisting local area business owners and families with bookkeeping and tax preparation services for over 13 years. Linda merges her vast knowledge of tax laws together with investment planning to effectively work with clients in dovetailing their tax planning together with their overall financial plan. Her expertise lies in finding tax savings opportunities and showing clients how to apply them to accumulate and preserve wealth. Linda is an alumni of Central Michigan University. In her spare time, she enjoys boating, cooking and spending time with her kids.
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.