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We help retired families pay less income taxes. Tested strategies explained in everyday terms.
Recent changes in the tax code have put the IRS at a major advantage. However, most retirees don't know (or understand) these changes.
We stay up-to-date with the latest tax laws and regulations, identifying opportunities and implementing strategies that work specifically for retirees like you.
Our approach is centered around understanding your unique financial goals and aspirations. We take the time to listen, answer your questions, and develop a customized tax plan tailored to your individual circumstances. By analyzing your income, investments, and potential deductions, we help you optimize your tax situation, allowing you to keep more of your hard-earned money.
How much should I take out of my Traditional IRA?
Should I consider a Roth Conversion?
How will this affect my Social Security?
We help you find the answers and navigate the hidden tax traps.
Start Your Tax-Saving Journey Today!
Our tax preparation services include preparing and filing your Federal and State tax return. We'll also prepare estimated tax payments, if necessary.
Tax preparation is done on a 'Flat Fee'....which means you won't get a separate bill if you have a question. That's all year, so ask away.
Dan is a co-founder of Pinnacle Tax Associates. He has been in the financial services industry since 2006. Dan is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ certificant. Dan is a graduate of DeSales University with a B.S. in Accounting.
Jacob is co-founder of Pinnacle Tax Associates. He has been in the financial services industry since 2001. Jake is an Enrolled Agent and a CERTIFIED FINANCIAL PLANNER™ certificant, Jake graduated from Lafayette College with a BA degree in Mathematics/Economics and Business.
Q:
We’re built to serve you virtually through Zoom and/or Microsoft Teams. However, if you’re in the Lehigh Valley, PA area you can meet at our office, a coffee shop or even at your kitchen table.
Q:
Everyone's situation is different. For some, a Roth Conversion would not be an effective planning tool.
For others, it's possible that they (or their beneficiaries) will be in a higher tax bracket in the future. A partial Roth Conversion from a Traditional IRA can 'lock in' that lower tax liability by electing to the the tax this year!
Q:
There are several, but the most common are (1) the taxability of Social Security Benefits and (2) increased Medicare Premiums.
Roth Conversions increases taxable income. This increase could subject you to additional taxes/premiums, so we must consider these when putting together a multi-year, comprehensive tax plan.
Q:
Not at all. There is no cost or obligation when booking an appointment to speak with Dan or Jake.
In an initial conversation, we generally talk about your current situation and goals. We'll also give you an overview of our tax planning process. From there, the choice is yours if you want our help or not!
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info@pinnacletaxpa.com
(610) 443-2033
881 3rd Street Suite B-4, Whitehall, PA 18052
Monday - Friday, 9:00 am - 5:00 pm
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