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The Financial Freedom Without Boundaries
Welcome to Pinnacle Legacy Tax & Consulting – your trusted partner for tax strategy, IRS representation, business advisory, and real estate transactions. With decades of experience, we help individuals and businesses protect assets, resolve tax issues, and achieve financial clarity.
At Pinnacle Legacy Tax & Consulting, we help individuals and business owners navigate tax, financial, and strategic decisions with confidence. Built on decades of experience, we provide clear, practical, and personalized guidance to protect your wealth and grow your legacy.
Founded by Fred Shemirani, MBA, EA, and licensed Real Estate Broker, Pinnacle Legacy Tax & Consulting brings over 35 years of financial, tax, and business expertise. Fred has held senior positions with major corporations such as Mattel, Levi Strauss, Coopers & Lybrand, and Chevron. Since 1993, he has successfully advised clients in tax resolution, mergers & acquisitions, and real estate transactions.
Consultation
Investment
Solution
Strategies Beyond Ordinary
We go beyond traditional financial planning to deliver innovative, results-driven strategies. Our expert approach turns complex challenges into clear, actionable paths to success.
Our Vision
Empowering financial confidence through clarity, innovation, and integrity always.
Our Mission
Delivering expert tax and financial solutions that drive success.
Our Goals
Building lasting client relationships focused on growth and long-term prosperity.
Changing Your Lives, Changing Your Futures
At Pinnacle Legacy Tax & Consulting, we believe every smart financial decision shapes a better tomorrow. Our mission is to empower clients with strategies that transform their present challenges into lasting financial success and future security.
30+ Years of Experience
With over three decades of CPA, tax, and advisory experience, we bring unmatched insight and precision to every financial challenge.
Client-First Approach
Our flexible, personalized service model ensures that every solution is tailored to your goals, needs, and long-term success.
Confidential & Commitment
We offer fully confidential, no-obligation discussions designed to help you understand your options before making any decision.
Proven Success Record
From tax resolution to real estate and mergers & acquisitions, our track record reflects consistent results and trusted client relationships.
We Know Finance Better
At Pinnacle Legacy Tax & Consulting, financial expertise isn’t just what we do — it’s who we are. With over 35 years of hands-on experience across corporate finance, tax strategy, and real estate, we understand the numbers behind every decision.
If you’re considering retirement and want to ensure your clients are cared for, we specialize in confidential, flexible transition arrangements. Protect your legacy while stepping back on your terms.
Contact Us
Get in touch with our team for expert guidance and personalized financial support. We’re here to answer your questions and help you move forward with confidence.