CORE SERVICES

Comprehensive CPA & Advisory Services

Tax Preparation & Filing

Accurate, timely federal and state returns for individuals and businesses. We verify deductions, confirm credits, handle e filing, and keep you updated through the entire process.

 

Tax Planning (Year Round)

Avoid April surprises with strategic, ongoing tax planning. We run projections, evaluate business structure, and recommend compliant ways to reduce taxes before year end.

 

Bookkeeping & Monthly Accounting

Reliable monthly bookkeeping with reconciliations, P&L, balance sheet, transaction reviews, and insights to help you understand your financial position.

 

Payroll & Compliance

Full payroll setup and processing with quarterly/annual filings, W 2s, 1099s, and compliance you can count on.

 

Startup & Entity Selection

LLC or S Corp? We explain the tax implications, help with setup, and build a strong financial foundation for new businesses.

 

 

Not sure where to begin? Schedule a consultation and PINNACLE will help you choose the right services.