We take on a limited number of clients each year to ensure each receives proactive, personalized tax planning, not just tax preparation. This short form helps us learn more about your situation and determine whether we’re the right fit to help you reduce taxes, grow wealth, and plan strategically for the future.

First Name *

Last Name *

Phone *

Email *

Employment Status *

Services Needed? (check all that apply) *

Tax Advisory

Tax Preparation / Compliance

Financial Advisory

Expected Annual Income *

$500,000+

$200,000 to $499,999

Less than $200,000

Any Other Details?

I agree that submitting this form does not create a client relationship and that Pinnacle 1 Premier may contact me by email, phone, or SMS.