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
Tim Wessel
Director of Business and Tax Consulting
tax@pinnacletaxadvisory.com
Tim Wessel has joined Pinnacle Tax Advisory the Director of Business and Tax Consulting. Tim earned his BBA in Accounting Information Systems from Eastern Michigan University and immediately joined a large regional accounting firm where he performed tax, audit and specialized consulting services for business clients all across the United States for 12 years. He worked with small businesses at one end to Fortune 500 companies at the other end and everything in between. Tim’s greatest passion is people and for the last 12 years he has been serving people through his work as an Outreach/Recovery Pastor. He has spent years building relationships and helping individuals, non-profits and businesses thrive in all that they do. Tim and his wife Gina have recently launched Thrive Coaching and Consulting where they continue to serve organizations and individuals to move from surviving to thriving so they can live their lives with Passion, Purpose, Prosperity and Peace. Tim is excited to bring his business and tax expertise together with his “Big Picture” vision to help people live life to the fullest and make a real difference with their lives. Tim has a truly holistic approach to helping that adds tremendous value to all of our clients. Tim lives in Brighton, Michigan with his wife of 25 years, Gina and with his 3 teenagers. He enjoys anything and everything that involves his family and leaving a lasting legacy with the life he has been given.
Mark Wojno, CPA
Mark Wojno & Assocaiates
tax@pinnacletaxadvisory.com
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.
Linda M. Caplin
Registered Tax Return Preparer
tax@pinnacletaxadvisory.com
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.
Beth Perri, Office Manager
Pinnacle Tax Advisory
beth@pinnacletaxadvisory.com
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.