Financial Clarity. Strategic Growth. Lasting Confidence.

Personalized financial guidance designed to help you build, grow, and protect your wealth—every step of the way.

Meet The CEO

Charlisia Pearl, Founder & CEO

WHY PINNACLE FINANCIAL?

A Higher Standard of Financial Guidance

At Pinnacle Financial, we believe smart financial decisions begin with clarity. Our mission is to simplify complex financial choices and provide strategies that align with your long-term goals.

We take the time to understand your situation, your priorities, and your vision—so every recommendation supports your financial future.

SERVICES OVERVIEW

Tax Preparation

Tax Mentorship Program

Credit Repair

Travel Booking Services

Bookkeeping/Payroll

Business Startup Support

Get an Instant Service Cost Estimate here →

Get an Instant Service Cost Estimate

Answer a few quick questions to see a general investment range.

Service Needed Business / Service Complexity Support Level

This is an estimate only. Final pricing is confirmed during your consultation.

Book Your Consultation

Maximize Your Financial Confidence — Start With Your Tax Refund Estimate

Try the Tax Refund Calculator!

Tax Refund Calculator

Estimate your refund or amount owed based on your income, deductions/credits, dependents, and tax withheld. (Defaults are placeholders — update rules to match your jurisdiction.)

Tax Year optional

Shown for context only. You can wire year-specific rates/brackets in the JS below.

Filing Status optional

Can be used to apply different deductions and brackets.

Gross Income annual

Total income before deductions (salary, freelance, etc.).

Pre-Tax Deductions annual

Items that reduce taxable income.

Number of Dependents

Used to estimate dependent-based credits/allowances (configurable below).

Credit per Dependent annual

Default is a placeholder. Set to your rule, or set to 0 if not applicable.

Dependent Credit Type

Pick how dependent credits behave in your jurisdiction.

Deduction Type

Standard Deduction annual

Auto-filled defaults based on filing status (editable).

Itemized Deduction annual

Enabled if you choose itemized.

Other Tax Credits annual

Additional credits (separate from dependent credits).

Tax Withheld / Paid annual

Sum of withholdings + estimated tax payments already made.

Tax Mode

Flat Tax Rate %

Used when mode = Flat Rate.

Progressive Brackets JSON

Used when mode = Progressive Brackets. Each bracket uses upTo (income cap, or null for last), and rate (decimal, e.g., 0.22).

Result:

Estimated Taxable Income

$0

Gross − pre-tax − deduction

Estimated Total Tax

$0

Before withheld comparison

Estimated Refund / Amount Owed

$0

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Disclaimer: This calculator provides an estimate only and does not constitute tax advice. Replace defaults and rules to match your jurisdiction and your firm’s methodology.

Clients' Voices

Testimonials from our satisfied clients.

John Clark

"Pinnacle Financial Services made filing my taxes a breeze. Their attention to detail and personalized service exceeded my expectations."

Elizabeth Johnson

"I highly recommend Pinnacle Financial Services for their professionalism and expertise. They helped me navigate complex tax issues with ease."

Michael Wim

"Pinnacle Financial Services provided me with valuable tax advice that saved me money. Their team is knowledgeable and dedicated to client satisfaction."