Client Portal | Pinnacle Tax

PINNACLE TAX & FINANCIAL SOLUTIONS

Your services and documents. One private place.

Choose your service and tax year, complete your request, and securely send your documents to Pinnacle Tax.

Free volunteer preparation. Staff will review eligibility and whether your return is within the VITA scope.

Paid individual tax preparation with a separate intake and document workflow.

Choose a tax year, tell us what you need, and securely upload your service documents.

Choose a tax year, tell us what you need, and securely upload your service documents.

Choose a tax year, tell us what you need, and securely upload your service documents.

Not sure which service to choose? Contact Pinnacle Tax for help before submitting.