Our Services
Comprehensive Tax Solutions for Every Situation
From straightforward personal returns to complex multi-entity structures, Pinnacle Tax Group delivers precision at every level.
Individual Tax Preparation
Whether you have a straightforward W-2 return or a complex portfolio of investments and rental properties, we handle every detail so you can file with confidence.
- Federal & state returns
- Itemized deductions optimization
- Investment income (1099-B, K-1)
- Rental property (Schedule E)
- Self-employment (Schedule C)
- Multi-state filing
- Prior year & amended returns
- Tax credits (EV, education, child)
Business Tax Services
From single-member LLCs to multi-entity corporate structures, we navigate the complexity of business taxation so you can focus on growth.
- S-Corp & C-Corp returns
- LLC & Partnership returns
- Quarterly estimated taxes
- Payroll tax compliance
- Entity structure optimization
- Sales tax filings
- Business formation & EIN
- Year-end tax planning
Tax Planning & Strategy
Proactive tax strategy that goes beyond filing. We help you structure your finances to minimize liability across every stage of life and business.
- Tax projections & modeling
- Retirement optimization (401k, IRA, SEP, SIMPLE)
- Estate & gift tax planning
- Tax-loss harvesting
- Real estate tax strategy
- Charitable giving optimization
- Life-event planning (marriage, home, business)
- Multi-year strategic roadmaps
IRS Representation & Resolution
Facing an audit, back taxes, or IRS collections? We stand between you and the IRS, negotiating resolutions that protect your assets and future.
- Audit defense & representation
- Penalty abatement requests
- Installment agreements
- Offers in compromise
- Innocent spouse relief
- Wage garnishment release
- Tax lien resolution
- Back tax filing (up to 6 years)
Bookkeeping & Payroll
Clean books and timely payroll are the foundation of every healthy business. We handle the numbers month-to-month so your records are always tax-ready.
- Monthly bookkeeping & reconciliation
- Financial statements (P&L, balance sheet, cash flow)
- Accounts payable & receivable
- Payroll processing & compliance
- 1099 contractor management
- QuickBooks setup & training
- Year-end reporting & prep
- Custom chart of accounts
Free Consultation
Not sure which service you need?
Book a free consultation and we will assess your situation, recommend the right services, and provide a transparent quote before any work begins.