How it works
From signing up to a filed return, here is every step and what we need from you at each one. Most clients spend under an hour on their part, and you can see where your return stands in Pinnacle Tax Professionals at any time.
Create your account
It takes a minute, and two-step sign-in keeps it locked down.
You need an email address and a password. We ask you to set up two-step sign-in straight away, because your tax documents deserve it.
Answer the tax interview
Plain questions about your year. Skip anything that does not apply.
Twelve short sections, saved as you go. Stop any time and pick it up on your phone later.
Get your document list
We build it from your answers, so you only chase what you actually need.
Only the documents your answers call for, each with a plain explanation of where to find it.
Upload your documents
Straight from your phone camera or your computer, into an encrypted vault.
Photograph them with your phone or drag them in from your computer. Files are encrypted before they are stored.
We prepare your return
A preparer works through it and asks you here if anything is unclear.
Your preparer works through the return and asks you here if anything needs clarifying, so nothing sits waiting on email.
A second preparer reviews it
Nothing goes to you until someone else has checked it.
A second preparer checks the return against your documents and last year's figures before it reaches you.
Review and sign
You see the figures in plain language, then sign Form 8879 online.
You see this year against last year in plain language, then sign Form 8879 online in about a minute.
We file and track it
You get the acceptance confirmation and your copies, kept for seven years.
We e-file and send you the acceptance confirmation. Your copies stay in your vault for seven years.
Start whenever suits you
Create your account now, or book a free consultation first and we will talk it through.
