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Company Values

Integrity
Respect
Quality Customer Service
Client Focus 


About Us

Pinnacle Taxx delivers professional tax preparation services and personal investment strategies* to help create wealth and long-term financial stability for our 5,000 clients. 

Our business model was established in 1981. The founders pioneered the tax planning strategies to reduce taxes and maximize personal wealth through sound financial advice. 

With 7 offices in 4 states our employee-owned office managers are dedicated to serving each office location's client service needs with integrity, respect and quality customer service. 





Pinnacle Taxx prepares approximately 5,000 tax returns annually. All of our experienced tax professionals are able to provide tax and financial advice.

Four reasons why you should depend on Pinnacle Taxx.


Bringing the right financial records to your tax appointment is important. Here you will find a check list of items to bring.

Review significant dates in the yearly tax calendar.



                


Four Reasons Why You Should Depend on Pinnacle Taxx.

TRUSTING RELATIONSHIPS
In order to do the best job possible for you and your family, we work hard to get to know your very personal needs, forming a deep understanding of your short and long-term goals. Every family goes through life cycle events like new children, college and retirement - use our expertise to develop better ways to support your family's needs now and in the future. Pinnacle's tax and investment strategies* can help your family year after year. Shouldn't you work with people you trust?

YEAR ROUND SERVICE
At Pinnacle Taxx, you'll find a friendly face, in an office that is open year round. We do this because you never know when a decision you make will affect your taxes. Simple year round issues like childcare, education, home purchase and planning for retirement may have serious tax implications. This availability, which is an exclusive Pinnacle Taxx service, gives you the advantage of having a tax and financial consultant anytime you need it. Don't you deserve an answer when you need one?

TAX PLANNING
With Pinnacle Taxx we don't just prepare your taxes, we plan them. At Pinnacle Taxx, you are dealing with a professional tax planner who has experience about today's tax codes and regulations. By planning your taxes you can minimize your paycheck withholdings and increase your tax deductions and credits. Why pay more than you have to?

TAX EFFICIENCIES
Simple tax preparation does not focus on important topics like tax efficiencies, which when properly introduced into your tax and investment strategy can potentially mean hundreds and even thousands of dollars to you each year. Our professionals will help you utilize investment strategies whose activity may be relatively stable and less vulnerable to tax implications. Or we'll help you put away money for your retirement that can potentially pay for itself in tax savings. Our ideas are endless and so are our efficiencies. Why settle for less?




                


What to bring to your tax appointment

Social Security Numbers (including spouse and children)
Birth Dates (including spouse and children)
Last years tax return (New clients only)
Child care provider : Name, address and tax I.D. or Social Security Number
Alimony paid: Social Security Number
W-2 forms for this year
Unemployment compensation
Miscellaneous income including rent and business
Partnership, S Corporation, & trust income
Pensions and annuities
Social Security/RR1 benefits
Alimony received
Jury duty pay
Gambling and lottery winning
Prizes and awards
Scholarships and fellowships
State and local income tax refunds
Residential address(es) for this year
Mortgage interest
Sale of your home or other real estate
Second mortgage interest paid
Real estate taxes paid
Rent paid during tax year
Moving expenses
Interest income statements
Dividend income statements
Capital gains/losses from stock transactions
Retirement plan distribution
Auto loans and leases if vehicle used for business
Student loan interest paid
Early withdrawal penalties on CDs and other time deposits
Gifts to charity
Unreimbursed expenses related to volunteer work
Unreimbursed expenses related to your job
Investment expenses
Job-hunting expenses
Job-related education expenses
Higher education expenses
Child care expenses
Medical expenses
Adoption expenses
Alimony paid
Tax return preparation expenses and fees
Business-related expenses
Farm-related expenses
Employment taxes & other business taxes paid for current year
Federal, state & local estimated income tax paid for current year
IRA, Keogh and other retirement plan contributions
Records to document casualty or theft losses





                  


Tax Calendar


Jan 2Start of tax season
Jan 15Individuals - Make the fourth payment of your estimated tax if you are not paying your income tax for the year through withholding (or will not pay in enough tax that way).
Jan 31W-2s are due from your employer. Forms 1099 are due from payers of interest, dividends and other specified types of income.
Feb 17If you were exempt from income tax withholding , you must file a new Form W-4 today to continue your exemption for the current year.
Apr 15Taxes Due
Get an automatic four-month extension to file your return can be done with Form 4868, Application for Automatic Extension of Time To File. Must be postmarked today. Your new tax filing deadline will be August 15.
Due date for making IRA contributions even if you get an extension.
Individuals - Make the first payment of your estimated tax if you are not paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES.
Jun 16Individuals - If you are a U.S. citizen or resident alien living and working (or on military duty) outside the United States and Puerto Rico, file Form 1040 and pay any tax, interest, and penalties due.
If you want additional time to file your return, file Form 4868 to obtain two additional months to file. Then file Form 1040 by August 15. If you still need additional time, file Form 2688 to request an additional two months as soon as possible so that your application can be acted on before August 15. However, if you are a participant in a combat zone you may be able to further extend the filing deadline.
Individuals - Make the second payment of your estimated tax if you are not paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES.
Aug 15If you filed for an extension, file your return by today and pay any tax, interest, and penalties due.
Additional two-month extension: file Form 2688, Application for Additional Extension of Time To File. It must be postmarked today. Caution: This extension is not automatic. You must have a valid reason for needing this extension. If your second extension is approved, your new tax filing deadline is October 15.
Sep 15Individuals - Make the third payment of your estimated tax if you are not paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES.
Oct 1Deadline for establishing a SIMPLE IRA.
Oct 15 If your application for an additional two-month extension was approved, file your tax return by today and pay any tax, interest, and penalties due.
Last day for recharacterizing an IRA contribution if you filed your return on time.
Last day for making many elections that ordinarily were required to be made by the due date of the return if you filed your return on time.
Dec 31 Last day to set up an IRA.
Deadline for establishing many self-employed retirement plans.
Last day to contribute to a charity.








                  

Financial Strategies

Interested in achieving your financial goals? The financial advisors at Pinnacle Taxx are here to help you. Through the advisors, you have access to a wide range of products and services including individual securities, insurance, and mortgages.

All of our financial advisors are registered with Royal Alliance Associates, Inc. Through Royal Alliance, a variety of financial products are available. Royal Alliance's elite product sponsors provide training and investment support to Pinnacle financial advisors.

Need more help reducing your tax burden through efficient investing? Do you want a relationship with a financial advisor who can address your tax and financial needs?

The following is a list of web links that can be used to access information regarding Royal Alliance Associates, Inc. and our other financial product partners.

Royal Alliance
Insurmark
        Products and Services

Our wealth management financial advisors are trained to deploy a combination of products and services designed to maximize your wealth and help provide financial confidence.

Estate Planning
Managed Money and portfolio allocation
Variable Annuities
Mutual Funds
Insurance - Long Term Care
Insurance - Fixed Annuities
Insurance - Life
Real Estate
Equities
Fixed Income
Bonds




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Tucson AZ 85718

Phone: 520-514-7255
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Phone: 718-738-0614
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Phone: 914-244-8930
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Brooklyn NY 11214

Phone: 718-259-4497
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