Pinnacle Tax & Accounting

What Pinnacle Tax & Accounting does

Pinnacle Tax & Accounting, operating as Pinnacle Tax USA, is a single-location tax and accounting firm headquartered at 11916 Washington St, Northglenn, Colorado, serving the Denver metropolitan area and clients throughout the United States. The firm delivers a complete suite of tax and accounting services: personal and business tax preparation (covering Sole Proprietors, LLCs, C-Corporations, S-Corporations, and Partnerships), tax resolution (Offer in Compromise, Penalty and Abatement, Stop Adverse IRS Action), LLC and Corporation formation with Registered Agent services, and year-round accounting and payroll services. Its underlying technology stack is limited to the IRS E-FILE electronic filing system, which the firm operates as an Authorized E-FILE provider, alongside standard telephony, email, and walk-in channels for client engagement.

The firm's customer base is segmented across four groups: individual taxpayers (the primary segment), small to mid-sized businesses requiring ongoing tax compliance and payroll, taxpayers with IRS or state tax issues needing resolution, and US expatriates living abroad who must file US taxes on worldwide income. All preparers are professional accountants with PTIN certification registered with the IRS, and one preparer is a former State of Colorado Tax Examiner. The practice positions itself on expertise, keeping current with tax law changes such as Affordable Care Act provisions, rather than on technology or pricing differentiation.

Revenue is generated exclusively through professional service fees charged on a per-engagement, quote-based model with no published pricing tiers. There is no disclosed revenue figure, headcount, or funding history. Go-to-market is sales-led and primarily appointment-based, supplemented by walk-in availability during business hours (09:00 to 17:00). Marketing channels are minimal, relying on direct phone (720.233.0618), email ([email protected]), and word-of-mouth rather than paid digital advertising or referral partnerships.

Name

Pinnacle Tax & Accounting

Legal name

Pinnacle Tax USA

Website

https://pinnacletaxusa.com

Company type

Private

Operating status

Operating

Short description

Pinnacle Tax & Accounting is a Denver-metro tax and accounting firm providing personal and business tax preparation, tax resolution, business formation, and payroll services to individuals, small businesses, and US expats from a single Northglenn, Colorado office with IRS E-FILE authorization.

Ownership category

akta.pro rank

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Preparation Services: Professional tax preparation for individuals and businesses including sole proprietors, LLCs, C-Corporations, S-Corporations, and Partnerships. Revenue generated through service fees for tax return preparation and filing.
2. Tax Resolution Services: Resolution services for past tax debts including Offer in Compromise, Penalty and Abatement, and stopping adverse IRS actions. One-time service fees for resolving tax disputes.
3. LLC and Corporation Formation: Business formation services including LLC, C-Corporation, S-Corporation, and Partnership formations. Includes Registered Agent services for ongoing compliance.
4. Accounting and Payroll Services: Year-round accounting setup and payroll services including IRS and State Tax document filing. Ongoing service relationship with recurring billing potential.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Pinnacle Tax & Accounting is a tax and accounting firm that prepares personal and business tax returns, resolves past tax debts with the IRS and state authorities, forms LLCs and corporations, and provides year-round accounting and payroll services. The firm also acts as a registered agent for client companies and supports US expatriates living abroad with their US tax filing obligations.

Product overview

Pinnacle Tax & Accounting is a single-service tax and accounting firm offering a comprehensive suite of tax preparation and resolution services. The company provides Personal Tax Preparation, Business Tax Preparation (covering Sole Proprietors, LLCs, C-Corporations, S-Corporations, and Partnerships), Tax Resolution Services (Offer in Compromise, Penalty and Abatement, Stop Adverse IRS Action), LLC and Corporation Formation, Registered Agent Services, and Accounting/Payroll Services. All services are delivered by IRS PTIN-certified accountants, with some staff having former government tax examination experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Tax Preparation Individual tax return preparation and filing services for personal filers, delivered by IRS PTIN-certified professional accountants. Designed to minimize tax bills and maximize refunds, credits, and deductions for individual taxpayers.
• Business Tax Preparation Tax preparation and filing services for business entities including Sole Proprietors, LLCs, C-Corporations, S-Corporations, and Partnerships. Covers federal, state, and local business tax obligations.
• Tax Resolution Services Resolution services for past IRS and state tax debts, including Offer in Compromise settlements, Penalty and Interest Abatement, and stopping adverse IRS actions such as liens, levies, or garnishments.
• LLC and Corporation Formation Business formation services that establish LLCs, C-Corporations, S-Corporations, and Partnerships, providing clients with a properly registered entity for ongoing operations.
• Registered Agent Service Ongoing registered agent representation for client companies, ensuring timely receipt and filing of official documents and compliance notices.
• Accounting and Payroll Services Year-round accounting setup and payroll processing for businesses, including filing of payroll-related documents with the IRS and state tax authorities.

Quantifiable outcome

• Professional tax preparation can save clients thousands in missed deductions compared to self-preparation

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Internal Revenue Service (IRS)coreOthersOfficial regulatory relationship as an Authorized IRS E-FILE provider enabling electronic submission of client tax returns. All agents are PTIN certified with the IRS, maintaining compliance with federal tax preparation requirements.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Emerging players

• TaxAct: Value-priced DIY tax preparation platform serving individual and small-business filers. Competes for the same SMB and consumer segments as Pinnacle, particularly price-sensitive customers who might otherwise use a local preparer.
• Greenback Tax Services: Specialist in US tax preparation for American expatriates living abroad. Closest direct comparable to Pinnacle's expat tax segment, with similar niche positioning and higher-fee specialty model.
• Botkeeper: Automated bookkeeping and accounting platform for small businesses. Adjacent competitor to Pinnacle's accounting and payroll service line, illustrating the technology-driven shift in the SMB back-office market.
• Intuit TurboTax: Dominant DIY consumer and small-business tax preparation software with Live Advisor and full-service tiers. Major alternative to in-person preparers and a primary structural threat to traditional walk-in tax firms like Pinnacle.

Direct peers

• H&R Block: Largest US retail tax preparation chain with thousands of offices; competes head-on with Pinnacle in personal and small-business tax prep, IRS resolution services, and year-round financial products. Most directly comparable peer given retail office-based model and breadth of services.
• Jackson Hewitt Tax Service: National retail tax preparation franchise serving individual and small-business clients with similar in-office preparation and IRS resolution offerings; directly comparable on service mix and customer segments.
• Liberty Tax Service: Franchise-based retail tax preparation chain offering personal and business tax filing, with comparable walk-in service model and small-business focus. Direct competitor for walk-in and SMB tax clients in local markets.
• Community Tax / Optima Tax Relief: National tax resolution and debt relief firms specializing in Offer in Compromise, Penalty Abatement, and IRS dispute work — directly comparable to Pinnacle's tax resolution service line and the most relevant peer for that specialty.

Others

• Drake Software: Professional tax preparation software provider widely used by independent tax preparers and small firms. Relevant ecosystem peer because Pinnacle's preparers use industry-standard software of this type to deliver services.

Regional players

• Anderson Tax & Accounting (regional CPA firms): Regional CPA firms offering integrated tax, accounting, and advisory services to individuals and SMBs. Representative of the higher-end local professional services competitors Pinnacle faces for clients with more complex needs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/pinnacle.preparation

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pinnacle Tax & Accounting