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? |
| Jan 2 | Start of tax season |
| Jan 15 | Individuals - 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 31 | W-2s are due from your employer. Forms 1099 are due from payers of interest, dividends and other specified types of income. |
| Feb 17 | If 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 15 | Taxes 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 16 | Individuals - 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 15 | If 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 15 | Individuals - 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 1 | Deadline 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 Osaic Wealth, Inc. Through Osaic Wealth, a variety of financial products are available. Osaic Wealth'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 Osaic Wealth, Inc. and our other financial product partners. Osaic Wealth 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 |
|
PINNACLE TAXX TUCSON | ||
|
PINNACLE TAXX WILTON ADDRESS | ||
|
PINNACLE TAXX OLD GREENWICH ADDRESS | ||
|
PINNACLE TAXX OZONE PARK ADDRESS |
| |
|
PINNACLE TAXX MT. KISCO ADDRESS |
| |
|
PINNACLE TAXX BROOKLYN ADDRESS |
|
