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How We Work
Over the past several years, we’ve earned the trust and confidence of individuals by serving their personal financial and tax needs. Our commitment to service extends to the information and resources that we provide year-round to help our clients make informed decisions on personal tax strategies, retirement, saving for education, estate planning, personal investments, and much more.
A Pinnacle Tax of Jupiter Financial Professional will develop with, and implement financial plans for, their clients. We recognize that each client, family or business has its own unique set of goals and objectives. These specific circumstances drive the customized financial plan we create for each client, and that plan may include elements from any / all of the services we provide.
Taxes
Professional Tax Preparation
- Individual Returns
- Corporate Returns
- Partnership Returns
- Trust and Estate Returns
- All State Returns Prepared
- Electronic Filing
- Amended Returns
- IRS/Audit Representation
- Year Round Tax Planning
Free Annual Meeting
We will review current year tax projection and impact of any current tax reform free of charge once a year.
Tax Sensitive Investment Advice
An Investment Professional will focus on after-tax rates of return, tax loss harvesting, and other tax sensitive strategies.
Quarterly Estimated Tax Payments
Financial
- Tax Planning Strategies
- Education Funding
- Estate Planning/Wealth Preservation
- Trust Review
- Retirement Planning
- Brokerage Accounts
- 401 (k)s
- Profit Sharing Plans
- IRAs
- Insurance Plans
- Real Estate Programs
- Managed/Fee Based Accounts
Investment Planning
How your investments are structured will, in part, determine your tax situation, your risk exposure and the potential return on your investments. Your portfolio will be assessed, and recommendations will be made based on, among other things, your objectives and risk tolerance. Asset allocation will be discussed, and we will suggest alternative investments to you, as appropriate for your situation
Retirement Income Planning
Personal retirement savings, employer plans, and non-registered investments, generally form the basis for most individuals’ retirement income. All of these areas will be addressed, and recommendations will be made based on your retirement goals, your current and (likely future) tax status, your family situation and your risk tolerance. We will consider the integration of government-sponsored income plans with your personal portfolio in order to structure your retirement income in the most efficient manner possible.
Education Planning
Education funding is also one of the areas in which the needs will be addressed. Asset allocations will be recommended as well as funding requirements and which tool(s) is most appropriate i.e. 529 Plans, Stafford Loans etc.
Estate Planning
Ensuring the orderly transfer of a client’s estate to his or her beneficiaries usually forms a substantial part of that client’s financial plan. We are knowledgeable about the tax laws governing the transfer of investment and other assets at death, and can advise you as to the most favorable manner in which to structure your current holdings. If required, you will also be advised on the subject of “living wills” and powers of attorney, and can be referred to a lawyer for more detailed estate planning at your request.
Risk Management/Insurance
For many people, protecting their family and assets is of utmost importance. We will analyze your protection needs, assess any existing programs you may have, and advise you of areas requiring attention. These areas may include life insurance, key person insurance (should you be a business owner), disability insurance, and critical illness insurance, long-term care coverage and extended health insurance.
Other Services
- Bookkeeping/Payroll
- Estate Planning Services
- Life Insurance
- Long Term Care
- Disability Insurance
The professionals at Pinnacle Tax of Jupiter are committed to looking at the big picture. Although (based on your circumstance) some of the areas noted above may not become part of your customized financial plan.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you gerald@ptaxjup.com | (561) 746-2668
Asset allocations and diversification cannot guarantee profit or insure against a loss. There is no guarantee that any investment strategy will be successful; all investing involves risk, including the possible loss of principal.
