Pinnacle 1 Tax Services

Pinnacle 1 Tax Services is a tax preparation service in Santee, SC. The company prepares almost all forms of tax returns and offers a range of bookkeeping services. It serves both walk-in clients and enterprise-level clients by appointment. The business provides year-round availability and maintains knowledge of the leading edge of tax code to assist clients with their financial documents. Pinnacle 1 Tax Services holds a rating of 5.00 based on 3 reviews.

The business was started in 1981 by Robert K Roe (Bobby) as a franchise in North Charleston. By 1989, the company had expanded to cover the eastern half of the United States, stretching from Michigan to Florida. In 1990, it became one of the first to charter and use tax filing software. Tony Roe began working as a traveling salesman in the low country area in 1986, offering bookkeeping services. In 1992, Tony took control of the company and led its further growth with the help of his wife, Marilyn, and his father, Bobby. Almost 30 years later, the company remains led by Tony Roe along with some of the original staff. It now operates 32 offices throughout the southeast. The service model emphasizes personal interaction, with clients visiting the office to shake hands with a human being and understand what is happening with their books. The team focuses on saving clients time by handling complex documents and questions that online filing systems do not explain. They aim to generate a greater return by professionally handling returns all day, every day.

Pinnacle 1 Tax Services is known for its long-standing presence in the region and its personal approach to tax preparation and bookkeeping in Santee, SC.

Services:

• Accounting Services
• Bookkeeping
• Bookkeeping & Payroll
• Electronic Filing
• IRS Representation & Negotiation
• Income Tax Preparation
• Individual Income Tax Preparation
• Individual Income Taxes