Pinecrest was born out of a single mission: to enable businesses to capitalize on financial benefits they are entitled to, all while minimizing key risks.

Our team is composed of consultants, finance, payroll & insurance veterans with an affinity for helping small business owners-- identifying issues in the ERC process. 

We are a boutique benefits consulting firm headquartered in Dallas, Texas.  We help companies, across dozens of industries, navigate the complexities of the Employee Retention Tax Credit, or ERTC.  We accomplish this by partnering with top accounting and law firms in the country.  We walk step-by-step with our partners to ensure the smoothest possible experience for our clients.  

Pinecrest Consulting

Pinecrest Consulting's headquarters in Dallas, TX, United States

Rivka Simon RN

Gee Miguel

Samantha Thompson

This department is responsible for managing client relationships and ensuring satisfaction with services and products.

Account Management

This department manages financial operations and oversees employee relations and organizational development.

Finance and Human Resources

This department manages employee relations, recruitment, and talent development.

Human Resources

This department ensures adherence to regulations and operational standards across the organization.

Compliance Division

This department focuses on driving revenue through direct sales efforts and overseeing client relationships.

Pinecrest Consulting

Org chart

Teams

Account Management

Finance and Human Resources

Human Resources

Compliance Division

Sales and Account Management

Offices

Pinecrest Consulting

Org chart

Teams

Account Management

Finance and Human Resources

Human Resources

Compliance Division

Sales and Account Management

Offices

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