Professional tax help built around clarity, confidence, and service.
Pinnacle is a Peoria, Arizona tax firm led by an Enrolled Agent. Personal returns, business filings, bookkeeping, tax planning and IRS letters — handled by the person you actually talk to, with secure document handling from the first conversation to the finished return.
A simple, professional process from start to finish.
Our client intake process is designed to keep communication, documents, preparation and completion organized and easy to follow. Press play for a one-minute walk-through.
Professional service from the first conversation.
Clear communication, secure document handling and an organized tax process.
Ready when you are.
Start with a conversation about your taxes, your business or a letter from the IRS.
Tax and business services that work together.
Whether you need a personal return, business filing, bookkeeping support, or help with an IRS notice, Pinnacle provides a connected path forward.
Individual Tax Preparation
Personal tax preparation with a clear process, secure document handling and careful review.
Explore service → 02Business Tax Services
Federal and state return preparation for small businesses, partnerships and corporations.
Explore service → 03Bookkeeping & Accounting Support
Organized books and practical accounting support designed to keep tax filing cleaner and business decisions clearer.
Explore service → 04IRS Notices & Representation
Professional help understanding IRS correspondence, preparing responses and representing taxpayers when authorized.
Explore service → 05Tax Planning
Year-round planning for estimated taxes, business decisions and major financial changes.
Explore service → 06Trucking Tax & Accounting
Tax and recordkeeping support for owner-operators and small trucking businesses.
Explore service →Before I became an Enrolled Agent, I spent eleven years in the trucking industry. I know how quickly the paperwork piles up when you're the one running everything else — and how much a clear answer is worth when you finally sit down to deal with it. That's the kind of firm I set out to build.
When you work with Pinnacle, you work with me. I prepare and review the work, I explain it in plain language, and I'll tell you when something is worth planning around before year-end instead of after.
Why an Enrolled Agent matters.
Enrolled Agents are federally authorized tax practitioners with unlimited rights to represent taxpayers before the IRS. That matters when a tax issue goes beyond preparing a return and requires professional representation.
Learn about the EA credential →Let’s make tax season easier.
Start with a consultation for individual taxes, business taxes, bookkeeping support, tax planning or IRS help.