Our Services

Tax Preparation

Since the inception of the universal tax on income, the tax code has become increasingly more complicated and difficult to understand. Because of this, it can be very difficult for even the smallest of businesses to file their tax return, thus causing a great deal of stress for taxpayers. Our goal is to ease that stress and to remove the burden of understanding the tangled web that is the Internal Revenue Code. 

We are committed to helping you achieve an excellent tax result year after year. No matter what your business is or what industry you occupy, there is no one more equipped to prepare a tax return for your personal or business needs. 

Tax Planning

Tax planning is the foundation of successful tax preparation. The correct structure will make all the difference in achieving successful results. We are here, not just to implement a system, but to also educate our clients on how a tax structure will save them money. If you feel that you are paying too much money for taxes every year, come sit down with us and we can create a more efficient plan for your taxes. 

Tax Problems

Once again, the tax code can be rather complicated. Because of this, individuals and businesses often slip up and attract the attention of the IRS. This branch of the federal government has marketed themselves as a relentless and terrifying agency, but decades of experience in combatting the IRS have prepared our team to aid you in dealing with them. No matter what the IRS claims you owe, we will do everything in our power to advise you in your case.

Many small business owners dislike the process of keeping up the books for their business. Because of this, we offer monthly bookkeeping services for clients that wish to outsource this task. Use of our bookkeeping services allows for business owners to focus on creative processes and generating revenue without being bogged down by this tedious work. Each month or quarter, we are able to reconcile your bank accounts, generate a balance sheet, and provide a detailed profit and loss statement so that you can always be certain of your business’ profitability.

At Pinnacle Tax Advisors, our primary focus is helping individuals and businesses save money on taxes. Our hope is that they are able to use these savings to invest in themselves or other ventures further. Without a proper estate plan however, accomplishing these goals might be in vain. For this reason, we offer estate planning to ensure that you control the path of your assets even after you pass on. This includes instruction on the most secure way to gift your assets along with guidance in implementing your plan affectively.