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Pinnacle Worldwide, Inc.

Pinnacle Worldwide, Inc.

Reviews Summary

The reviews consistently praise the accountant's exceptional expertise, professionalism, and thoroughness in handling taxes and financial matters. Clients highlight her ability to maximize deductions, provide stress-free service, and offer personalized care. Many emphasize her deep knowledge of tax laws, responsiveness, and commitment to client success, often stating they'll never use another accountant. The overwhelming sentiment is one of trust, gratitude, and strong recommendation, with multiple mentions of significant savings and peace of mind.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

250 Parkway Dr Suite 150

Lincolnshire, Illinois 60069

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Nimisha was very thorough in handling our tax needs for the year. I would not go to anyone else for my tax and accounting needs. I really felt she applied her expertise and her time the way she would with family.

Nimisha makes me feel better about the money I've wasted on Turbotax, because she's saved us that cost and far, far more with her tax expertise. If you're bringing in any amount of income worthwhile enough that you need to file more than a simple W2, I recommend using her services instead of tax preparation software, unless you really hate money.

Nimisha is the best CPA that I have ever encountered. Her professionalism and knowledge of the tax laws are top rate. We will never have anyone else do our taxes from now on! We highly recommend her and will let all our friends and family know.

Nimisha is the best CPA we have worked with! She is beyond thorough and diligent. With a rental property and a business, we were getting overwhelmed doing our own taxes and weren't impressed with our previous CPA. We are thankful we found Nimish and will only be using her going forward. We always recommend her services to family and friends.

I highly recommend Nimesha Patel of Pinnacle Worldwide for her exceptional accounting services. She is detail-oriented and worked tirelessly with me to ensure that every aspect of my tax preparation was meticulously handled. Pinnacle Worldwide assisted me in identifying numerous deductions I was previously unaware of, transforming my typically stressful tax season into a worry-free experience. Their expertise and knowledge in tax laws and regulations, particularly with multi-state filings, is unparalleled.

We were introduced to Pinnacle Worldwide by our financial advisor. We work with Nimisha, and she's been a pleasure to work with both professionally and personally. Nimisha has an excellent demeanor, and she can support you through the ups and downs. She can also hold you accountable for the things you need to get to her so she can do her job. She takes the time to understand your situation and isn't a "paper pusher." We used to dread when our tax person called because it was usually bad news. The fr

Nimisha was very communicative, insightful and provided her tax expertise in an accurate and efficient manner. Her team provided stress-free tax services and will definitely use her services again!

Nimisha was able to do a full review of previous tax returns to help ensure I wasn't missing anything. She helped a ton and was very professional! Great work!

Nimisha took on the terror and misery of paying taxes and she saved us a fortune! She is the embodiment of peace of mind. My wife and I each wanted to write our own reviews because Nimisha not only cared for us; she cared about us--individually and together. Heartfelt thanks from BOTH of us.

Nimisha Patel Is an incredibly skilled lady and it has been my pleasure to work with her.

Nimisha is the best accountant I?ve ever worked with. I will continue to recommend her to anyone.

I am glad I found Pinnacle to serve us in all our accounting and tax filings, compliance, consulting and IRS and State representation work. We have nothing but best experience with this firm. Team is very professional, responsive, tremendous knowledge and expertise with the best value and great quality driven work. Thamks for all what you do for us!!!

Namisha is so knowledgable and professional in her accounting and business expertise and totally committed to the most positive outcome for her clients with their requirements.

Pinnacle is a fab firm for finance and taxes. I worked with Nimisha she?s great.

very coordinating and responsive.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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