PINNACLE TAX SOLUTIONS - Key Persons
Anita obtained a Bachelor of Science degree in accounting from Northwestern College, St. Paul, Minnesota in 1995. She is a certified public accountant in Minnesota and is a member of the Minnesota Society of Certified Public Accountants. She has experience in the preparation of corporate, non-profit and individual income tax returns as well as monthly financial statements for many types of entities. Anita and her husband, Todd, enjoy volunteering at their church and enjoy a variety of recreational activities with their two sons. Anita and Todd have been Minnesota Golden Gopher Football season ticket holders for 30 years! Ski-U-Mah!
Job Titles:
- Managing Partner, 952 - 595 - 5008
Brian obtained a Bachelor of Science degree from University of Wisconsin - Eau Claire in 2003, where he double majored in accounting and finance. He is a certified public accountant and is a member of the Minnesota Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Brian grew up in a competitive family with two older brothers. They each shared similar interests but quickly realized that each was stronger at different activities than others. Brian's passions were football, fishing, and chess, all of which helped mold the CPA that he is today. Chess helped Brian see beyond the current move and look into the future to setup the best strategies. Once he started playing football, chess became less of a focus and Brian enjoyed being part of a team and saw the benefits of hard work as it allowed him to play collegiately. Brian still enjoys catching the occasional football game, but he would rather fish any day. Brian has fond memories of growing up sitting on a boat and having conversations with family when the fish weren't biting, which often involves business and tax saving strategies. Many of those conversations were with his father. As CFO of a fortune 500 company, Brian's father discussed many topics that were too complex for Brian to understand before he was able to drive, but those conversations sparked an interest in accounting, finance, and tax and his interest has been growing ever since.
Jason obtained a Bachelor of Science degree from Augsburg University in 2008, where he double majored in accounting and finance. While attending Augsburg Jason was an active member of the campus. He worked on the grounds crew, participated in the campus outreach program, and was a member of the football team. He is a certified public accountant in Minnesota and is a member of the Minnesota Society of Certified Public Accountants. He has experience in the preparation of corporate, non-profit and individual income tax returns. Outside of work Jason and his wife, Katy, enjoy spending time outdoors with their dog Penny. They can often be found fishing, kayaking, camping, hiking, or at sporting/music events.