Client Onboarding

Start your Pinnacle client intake.

Tell us what you need and provide basic contact information. Sensitive documents are uploaded later through your private Easy Client Docs invitation.

Client Intake Request

Complete the fields below. When you click submit, your device will open a pre-addressed email to Pinnacle with your intake details.

Full name *

Email *

Phone *

Client type

Service needed *

Tax year

Filing situation

Preferred contact

Anything we should know before contacting you?

Secure document rule: Do not email tax forms or sensitive personal information to us. After your client account is created, Easy Client Docs will send you a private upload link.

By submitting this request, you are asking Pinnacle Financial Group to contact you about the service selected. This intake request alone does not create an engagement or guarantee service acceptance.