Thank you for your interest in our firm. We are ONLY considering new client referrals from our current clientele.
David Purkey is no longer taking new clients; Shawna, Paula, and Justin are accepting new clients if we determine it is a good fit for all involved.
With our limited availability, we screen potential clients for compatibility with our firm. Please check our incompatibility list here. This is a list of tax situations that do not fit with our current business model.
As part of the screening process, we will need to review your prior year, or last filed, tax return (Federal and State) to determine if you fit with the services we provide.
Once the review has been completed, we require a short, complementary, meeting for everyone to get acquainted. This meeting is NOT for tax planning purposes, but rather a time for you to get to know our office/staff, as well as time for us to get a better understanding of the services you are requesting. The meeting typically lasts about 15 minutes, and can be done over Zoom if you cannot come to the office. Any tax planning meetings will be charged as such and follow our fee schedule linked below.
We have a secure portal for you to send a copy of your tax return (you can redact critical info if you wish), unless you would rather bring it or mail it to our office. If you prefer to come in, please call first.
Click on the link: Prospective Clients ShareFile Upload
On the next screen, enter your information— Email address & Name—select Continue
Click on the drop down to select the recipient—select Pinnacle Tax & Financial Services
Drag the files necessary to the middle of the screen—or you can click on browse files and find the files on your computer—it is easiest to drag the files to the screen
Our office will be notified of the upload. Dave and/or Shawna will review the tax returns and you will be contacted. If there is compatibility, we will schedule a meeting.
Our estimated fee schedule is available on our website under the Tax Services tab above. Please review it and let us know if you have questions at the time of your appointment.
Warmest regards,
The Staff at Pinnacle Tax & Financial Services LLC