Our Services

Giving you Financial Power

Tax Resolution & IRS/State Representation

We help individuals and businesses resolve IRS issues including audits, tax liens, levies, installment agreements, and offers in compromise with expert guidance.

Tax Planning & Compliance

Our team ensures accurate and strategic tax filing for individuals, corporations, partnerships, and trusts while minimizing liabilities and ensuring full compliance.

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Mergers & Acquisitions

We provide comprehensive M&A support including business valuations, deal negotiations, and optimal structuring to help you make informed, profitable decisions.

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Real Estate Services

From 1031 exchanges to commercial and residential property sales and valuations, we deliver tailored tax and financial strategies for real estate investors.

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CFO & Controller Advisory

Our advisory services cover cash flow management, budgeting, and strategic financial consulting to strengthen your company’s financial performance.

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.

35+ 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.

Reviews From Our Clients

By the time I met Fred I had already worked through six other so called "experts" who said they could help me with my tax situation and none of them could. Or to put it another way, the demands required of me were so onerous that they ultimately could not offer me any viable options. I did not believe Fred could help me and almost did not take the first meeting with him. Thank God I did!!!! He worked closely with me through the whole process and ended what seemed to me was going to be a lifetime nightmare. I wholeheartedly recommend him to anyone for any tax problem you might be experiencing.

John P. Los Angeles, CA

Fred Shemirani has become a critical asset to our company over the past 15 years. He first used his expertise to help us sort out and mitigate the consequences after we uncovered embezzlement that had caused our company to be unable to make timely tax payments. An IRS audit and payment demands by the State of California followed. Fred skillfully negotiated with both agencies, and both ultimately agreed to affordable payment plans that represented less than 20 percent of their original demands. In the years that have followed, Fred has guided us through every year’s tax filings, maximizing deductions and claiming all available credits. He always is there with advice on business strategy, helping us to avoid pitfalls in accounting and keeping abreast of new laws and regulations.

Martin California

I had contacted Fred Shemirani about a year ago and set up a service agreement that he would settle my tax debt and resolve my worker’s compensation debt. Fred Shemirani worked very hard to eliminate my debt but we settled on an agreeable payment plan that I felt I could not have done it without the assistance of a professional like Fred.
Currently, I continue to utilize American Arbitrim services and I recommend everyone who has debt problem use American Arbitrim to solve it. Thank you Fred for all your help.

Corey Hawthorne

We want to take this opportunity to thank you for your services in helping us solve our Corporation tax problems.
The results you achieved were far greater than expected. Others, including our CPA and attorney, told us we could not achieve anywhere near your results. We have referred your services to several other business associates in need of financial advice and assistance.
We would be more than willing to share some of our experience with any of your prospective clients.

Chris & Mary Lake Forest, CA

I wanted to thank you for basically saving my business and my life. I know it may seem a little extreme (saving my life), but I had no idea how stressful it could be dealing with the Internal Revenue Service.
I actually thought I would loose everything until you stepped in and, by taking charge, took the responsibility off my shoulders. In doing so it allowed me to run my business and have peace of mind for myself and with my family. The end result was even better than I thought it would be.
On behalf of my family, employee's and I, thank you!

Brandon Norco, CA

It is my pleasure to recommend Fred Shemirani, with whom I have worked for many years across a wide range of tax and financial matters. During this time, he has consistently demonstrated exceptional professionalism, deep technical expertise, and a genuine commitment to his clients’ well-being. Through multiple tax audits, annual filings, and complex compliance situations, Fred’s guidance has always been steady, accurate, and timely. He has a unique ability to simplify complicated issues, present clear strategies, and act with precision and confidence—qualities that have given me tremendous peace of mind over the years. What I value most is his combination of technical skill and approachable demeanor. He listens, responds quickly, and treats every matter with the importance it deserves. That blend of expertise and professionalism is rare, and it’s why I continue to rely on him for both personal and business financial matters. I have full trust in his work and recommend his services without hesitation to anyone seeking a knowledgeable and dependable CPA.

Charles A. Laguna Beach, CA

I am pleased to recommend Fred Shemerani of Pinnacle Legacy Tax & Consulting, who has prepared our company’s tax returns and CPA-reviewed financial statements since 2014. After ten years of working together, I can confidently speak to the quality and consistency of his service. Fred handles the complex tax requirements involved in operating heavy construction equipment and managing government contracts. He understands depreciation schedules, project accounting, and the unique compliance needs of contractors working with Caltrans and other public agencies. When tax issues arise, he provides clear explanations and practical solutions. Beyond tax preparation, Fred has been instrumental in supporting our financing needs. He has communicated with banks during equipment financing applications, assisted in line-of-credit renewals, and provided documentation and explanations to our surety company for bonding requirements. His ability to clearly present our financial position has been crucial in maintaining both financing and bonding capacity. His attention to detail has prevented problems before they occur. He identifies errors, catches missing documentation, and ensures every filing is complete and accurate—an essential quality given the scrutiny that comes with public works projects. Fred is consistently responsive. He returns calls promptly, meets deadlines, and is available when urgent matters arise. He has represented us professionally during IRS inquiries and achieved reasonable, positive outcomes. Working with Fred has made tax compliance far more manageable. He keeps us informed of deadlines and regulatory changes, allowing us to focus on running our business with confidence. I strongly recommend Fred Shemerani for tax preparation and consulting services. He has been reliable, knowledgeable, and professional throughout our business relationship.

Ashley M. Compton, CA

I am writing to recommend Fred Shemirani of Pinnacle Legacy Tax & Consulting, who has served as my trusted tax and business consultant for several years. I have worked closely with him across a wide variety of financial and strategic matters. During this time, Fred has managed all aspects of my tax preparation and filings, represented me before the IRS and state and local authorities, and provided guidance on complex tax strategies. Beyond tax work, he has assisted me in purchasing and selling commercial properties and arranging financing. His deep knowledge, attention to detail, and responsiveness have been invaluable in navigating these situations. What I appreciate most is Fred’s problem-solving ability. He takes the time to understand my goals, presents clear options, and tailors his recommendations to my circumstances. His support has saved me significant time and reduced stress, allowing me to make informed, confident decisions. I highly recommend Fred Shemirani to anyone seeking a skilled and trustworthy professional for tax, real estate, or business matters.

Patricia M. Los Angeles, CA

info@pinnaclelegacytax.com
+1 (949) 830-4360

Frequently Asked Questions

We provide comprehensive tax resolution, IRS representation, business advisory, and real estate consulting services tailored to individual and corporate clients.

Our experienced team works directly with the IRS on your behalf to resolve audits, liens, levies, and payment plans efficiently and discreetly.

Yes — we serve individuals, small businesses, and corporations, offering customized financial and tax strategies for every client’s unique situation.

Absolutely. Every consultation is 100% confidential, with no obligation — your privacy and trust are always our top priority.