About Us

Welcome. We are delighted to introduce our firm to you.  We are a small group of dedicated professionals, located in Beaverton, Oregon.  Pinnacle Tax & Financial Services, LLC, owned by David Purkey, CFP®, EA, is an independent firm specializing in tax planning.  We offer a variety of services that continue to evolve based on the needs of our clients. For more information about our financial services click on the link below.


Our staff is professional and utilizes their experience, knowledge and technical expertise to provide tax planning and preparation services to individuals or businesses of any size, from a broad spectrum of industries.

In addition to tax and financial services, David and Shawna are experienced speakers offering quality seminar presentations.  Additionally, we are IRS and Oregon Realtor Board approved CE Providers offering continuing education to tax and real estate professionals. 

We are continuously seeking ways to improve and enhance our services to our clients.  We invite you or your referral to explore our services and come in for a complimentary get-acquainted meeting. We believe you will be impressed.