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Tax Preparation
Professional tax preparation for individuals, families, self-employed clients, and businesses.
Learn more →Tax • Business • Financial Solutions
Your Financial Future. Elevated.
Pinnacle Financial Group helps individuals, families, and business owners move forward with confidence through professional tax preparation, practical business support, and personalized financial solutions.
Personal attentionSecure document processIndividuals & businesses
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Your Success.Our Process. Simple • Secure • Supportive
01Complete Your IntakeTell us what you need.
02Schedule if NeededBook a convenient time.
03Secure InvitationReceive your private upload link.
04Review & CompleteWe guide you through completion.
What We Do
Financial services designed around real life.
Choose the service you need today. Select Services in the navigation for complete details about each offering.
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Bookkeeping
Organized financial records and ongoing bookkeeping support for businesses.
Learn more →P
Payroll
Payroll setup, processing coordination, and ongoing payroll administration.
Learn more →PT
Payroll Taxes
Support for payroll-tax reporting, filing cycles, records, and payment deadlines.
Learn more →ST
Sales Tax
Sales-tax reporting and filing support to help businesses stay organized and current.
Learn more →BF
Business Formation
Guidance and administrative support for entrepreneurs getting a new business established.
Learn more →Professional Technology & Platform Relationships
Tools and platforms supporting our client services
Pinnacle Financial Group works with leading tax, accounting, and payroll technology, including Intuit, ADP, Gusto, and Drake Software.
Third-party names and trademarks are the property of their respective owners. References to third-party platforms describe technology or program relationships and do not, by themselves, imply endorsement of Pinnacle Financial Group.
Great team - diligent and fast! Switched to them after another bookkeeper burned out, and I have been thrilled with the results!
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David DamatoPopeyes
Our experience with Pinnacle Financial Group has been extraordinary—their attention to detail and expertise give us complete peace of mind. Highly recommend!
DN
Desmond NealWiFi Guy Communications LLC
Switching to PFG was the best decision for our business—they're knowledgeable, responsive, and provide top-notch bookkeeping and tax services. Highly recommend!
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Salim SayaniST Enterprises
They truly understand startups at any stage.
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Christopher CicotelloC2 Operations
Pinnacle Financial Group has made managing my small business so much easier—they’re communicative, personable, and great at problem-solving!
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Emma MalmgrenMalmgren Wealth Management
Testimonials should reflect the reviewers’ actual words and should be published only with their permission.
Why Pinnacle
Professional service without feeling like just another number.
We focus on personal attention, clear communication, and a straightforward client experience from your first question through the completion of your service.
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Personalized Attention
Your situation is unique. Your service experience should reflect that.
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Clear Communication
We explain next steps in plain language and keep the process easy to follow.
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Secure Document Handling
Tax documents are submitted through your private Easy Client Docs invitation — not ordinary email.
Document Preparation
What should you gather?
Your exact requirements depend on your situation. These lists are a starting point. Upload documents only through your secure Easy Client Docs invitation after Pinnacle creates your client account.
Most Individual Returns
- Photo ID for taxpayer(s)
- W-2 and 1099 income forms
- Prior-year tax return, if available
- Dependent information
- Education or childcare tax documents, if applicable
- Health insurance tax forms, if applicable
Self-Employed / 1099
- 1099-NEC / 1099-K and other income records
- Business income summary
- Expense records by category
- Mileage or vehicle records, if applicable
- Home-office information, if applicable
- Estimated tax payment records
Business Returns
- Prior-year business return
- Profit & loss statement
- Balance sheet, if applicable
- Payroll summaries
- Asset purchase or sale records
- Owner / partner information and relevant tax forms
Frequently Asked Questions
Questions before you get started?
How do I send my tax documents?
After Pinnacle creates your client account, Easy Client Docs emails you a private upload link. Use that secure link for tax forms and sensitive documents. Do not send Social Security numbers, bank information, or tax documents through ordinary email.
Can I book an appointment before completing the intake?
Yes. You can schedule a 30-minute appointment at any time using our Calendly link. If your needs are straightforward, completing the intake first can help us prepare for the conversation.
Do I need to be local?
Many parts of tax preparation and financial-service onboarding can be handled remotely. Availability of a specific service can depend on your needs and applicable rules, so contact us if you are unsure.
What if I am missing a tax document?
Start your intake anyway and tell us what is missing. We can let you know what may be needed before your return can be completed.
Does completing the intake mean Pinnacle has accepted my engagement?
No. The intake helps us understand your request. A client engagement begins only after Pinnacle confirms the service and any required engagement terms.
Can Pinnacle help with more than taxes?
Yes. Pinnacle Financial Group is being built as a broader financial company. Current availability varies by service, and regulated services may be provided only when properly authorized or through appropriately qualified providers.
Ready to Begin?
Start your intake or schedule a conversation with Pinnacle.
We’ll help you understand the next step and keep the process moving.
Contact Pinnacle
Start with a conversation.
Questions about services, your intake, or your secure upload invitation? Reach our client success team directly.