Four Reasons Why You Should Depend on Pinnacle Taxx Advisors.

 

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 services 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 Advisors, you'll always 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 and investments all have serious tax implications. This availability 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 Advisors, you are dealing with a professional tax planner who has unsurpassed knowledge about today's tax codes and regulations. By planning your taxes you can minimize your paycheck withholdings and increase your tax deductions and credits. We can help you save the most money possible so that you'll keep more of your hard earned money, year after year. 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 investments whose activity is relatively stable and less vulnerable to taxes. Or we'll help you put away money for your retirement that will almost pay for itself in tax savings. Our ideas are endless and so are our efficiencies. Why settle for less?

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT. NC,ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. for information concerning the registration status or discriplinary history of broker-dealer, investment adviserm DB agent, or IA rep, a consumer should contact his or her state securities law administrator