About Us

Why choose Pinnacle Taxation?

So much more than just income tax preparation

Pinnacle Taxation Services has established itself as one of the leading providers of complete accounting and financial advisory services.

With offices in Sydney and Penrith, we’ve evolved dramatically since our modest start in 1989. Since then, we’ve developed into one of the leading providers of holistic accounting and financial advisory services in the Sydney and Penrith CBDs.

At Pinnacle Taxation, we don’t just ensure that your financial records are accurate. We make sure you’re able to use them to make strategic business or informed lifestyle decisions.

Your financial affairs are more than just income tax preparation. With us, you’ll benefit from a modern, responsive and proactive financial partner who works alongside you to achieve your specific goals – from financial security, wealth building and tax minimisation through to retirement and beyond.

 

Financial planning – when peace of mind matters

Intro: In 2009 we recognised that our clients needed more than accounting services – they needed holistic financial advice. As a result we developed a financial services arm of Pinnacle Taxation.

With financial advisors on our Penrith team, we now provide a complete service that’s unmatched in the local area. For the first time, your accountant and financial advisor can work hand-in-hand. This means you:

  • Benefit from a streamlined and collaborative approach to your finance
  • Achieve your goals faster
  • Maximise your superannuation and other assets
  • Minimise your risks, and
  • Enjoy the security of financial insurance programs tailored to meet your specific business or personal needs.

Modern, efficient, and ready to assist

We use the latest technology to make it easier, faster and more affordable to manage your accounting, run your business, or grow your investment portfolio.

Some clients say working with us is ‘seamless’. Others say it’s ‘easy’. Why? We’re a CPA Practice that provides simple solutions to complex financial challenges.

As a Xero partner, we have a proven and outstanding record of using cloud technology to help our clients simplify their accounting. And with well over a decade’s experience with MYOB, you’re guaranteed effective and efficient accounting solutions.

 

Keep control of your finance and accounting

Technology leaders

Whether your finances are in the cloud or on your server, we have the right technology to help.

Fully serviced accounting

Enjoy an all-inclusive compliance service that ensures your ATO reporting and financial matters are under control.

Clear pricing

Our billing process and pricing is open and transparent, with no hidden fees or nasty surprises.

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