Create your account
Sign up with your email and a password. It takes a minute.
Next: Answer a short interview
Missed the 2025 tax deadline? We can still help you file.
The tax deadline has passed, but our tax pros can still prepare and file your 2025 return. IRS late penalties may apply, so it's best to file soon.
- 256-bit encrypted document vault
- 2-step login
- Sign and pay online
Let's get you in to your Client Portal
By signing in, you agree to our Terms of Service and acknowledge our Privacy Policy.
New client? Create an account
Tax Preparation Checklist
Get ready for tax time with this easy checklist.
Tax Refund Calculator
Estimate your tax refund with our free Tax Calculator
Answer simple questions and get a preview of your refund with our income tax calculator. It works in your browser, so nothing you enter is sent or saved.
We're here to help, before and after you file taxes
Tax law changes
See what changed for 2026 and how it may affect your return.
Get the latestKey dates and deadlines
Filing, extension and estimated tax dates, all in one place.
See key tax deadlinesTax tips and guides
Plain-English answers to help you understand your taxes and keep more of your money.
Start learningQuick answers, day or night
The assistant answers general tax and portal questions. It never sees your documents or your return.
Ask your own questionPinnacle assistantAIInstant answers, any time
What documents do I need?
It depends on your year. Most people need a photo ID, last year's return and forms such as W-2s, 1099s and 1098s. After the short interview, your portal lists exactly what to upload.
General information, not advice for your situation. For your return, message your preparer.
Your return in eight steps
Step 01 of 08You Step 02 of 08You Answer a short interview
Plain questions about your year. Skip anything that does not apply.
Next: Upload your documents
Step 03 of 08You Upload your documents
Your checklist names each form. Take a photo or choose a file.
Next: We prepare your return
Step 04 of 08Our team We prepare your return
Your preparer works on it and messages you if anything is missing.
Next: Review your summary
Step 05 of 08You Review your summary
See the figures before anything is filed.
Next: Sign your forms
Step 06 of 08You Sign your forms
Sign on screen with your finger or a mouse.
Next: Pay your invoice
Step 07 of 08You Pay your invoice
You see an itemized invoice and pay online.
Next: Download your return
Step 08 of 08You Download your return
Your finished return is saved in your vault.
Last step
Services and prices
Prices for every service we offer. Open a row to see what's included.
Your documents stay in your vault
- 256-bit encryption for every stored document
- Documents kept outside the public web folder
- 2-step login for clients and staff
- Short sessions with automatic sign-out
- Login limits and bot protection
- Every download checked for permission
- Preparers see only the clients assigned to them
- A log of every view, download and signature
Your documents are not sent via email.
Upcoming tax deadlines
- Third quarter estimated payment
- Extended individual returns
Federal deadlines. State deadlines may differ.
Talk to a preparer
Book a time that suits you, or reach us directly.
Appointment
Pinnacle Tax Professionals
At our office
9311 JW Clay Blvd #2006, Charlotte, NC 28262 Directions (opens in a new tab)
Phone call
We call you at your booked time.
Video call
You get a video link by email.
- With
- A preparer from our team
- First meeting
- Free consultation, 30 minutes
- Booking
- Online, at a time that suits you
- Call us877.4PINTAX (877.474.6829)
- Email ushello@pinnacletaxprofessionals.com
- Office hoursMonday to Friday, 9:00 AM to 5:00 PM
Saturdays in filing season, 10:00 AM to 2:00 PM
Contact us
Questions? Send us a message.
Ask us anything about your taxes or working with us. A tax expert will answer your question within one business day.
- Toll-free877.4PINTAX (877.474.6829)
- Local980-808-5538
- Emailhello@pinnacletaxprofessionals.com
Already a client? Message your preparer securely in your portal.