ABOUT THE FIRM
Strategy Built on 30+ Years of Experience
Pinnacle Financial Services is a boutique CPA firm specializing in proactive tax strategy and tax filing for real estate investors nationwide.
FOUNDER & CEO
Lisa Marie Odeja
CPA, EA, CTC, MSCTA
Lisa Marie Odeja brings more than 30 years of financial and federal government audit experience to Pinnacle Financial Services. Her federal audit background shaped her disciplined approach to tax strategy—planning not only for tax savings, but also for accuracy, structure, and defensible tax positions.
As a licensed CPA, Enrolled Agent, and tax strategist, Lisa focuses on proactive tax strategy and tax filing for real estate investors who want to reduce taxes, improve tax outcomes, and build long-term wealth. Her work includes entity planning recommendations, depreciation strategies, short-term rental planning, and other tax strategies designed around real estate investing.
Pinnacle Financial Services serves real estate investors nationwide who value proactive planning, clear communication, and year-round tax strategy.
CREDENTIALS
Professional Credentials & Memberships
Licensed Certified Public Accountant (CPA) – Illinois
Enrolled Agent (EA) — federally licensed to represent clients before the IRS
Certified Tax Coach (CTC)
Main Street Certified Tax Advisor (MSCTA)
Member, American Institute of CPAs (AICPA)
Member, AICPA Tax Section
WHAT GUIDES US
Our Core Values
Loyalty
We are committed to building lasting relationships with our clients, earning trust through consistent support and service.
Integrity
We uphold the highest standards of honesty and ethics, always doing what is right for our clients.
Respect
We are dedicated to treating every client with dignity and consideration, valuing their unique needs, perspectives, and goals.
Accountability
We take responsibility for our actions and commitments, delivering on our promises and being transparent in all our dealings.
