Services

A complete accounting and financial solution

Pinnacle Taxation is a team of modern, efficient and innovative accountants who shape the finances of our clients. Whether you’re an individual or a company, we’ll develop financial strategies tailored to your specific goals and situation.

Your finances involve far more than just lodging your annual income tax statement. They involve developing longer-term goals of financial security, building wealth and minimising tax. This is where Pinnacle Taxation shines.

Our team of accountants, bookkeepers, financial planners and other finance professionals bring experience, expertise and innovation to not only understand your needs and wants, but also develop the right strategies to achieve them. And with offices in Penrith and Sydney, we’re well positioned to meet all of your needs.

Core accounting and taxation services

Pinnacle provides a complete range of accounting and taxation services for both individuals and businesses. We’re also well-known for providing the full range of accounting services for partnerships, companies, trusts, self managed super funds and other complex entities that standard accountants have little or no expertise in.

Taxation and accounting solutions for business

With over 16 staff in our Penrith and Sydney offices, ranging from highly-qualified Certified Practising Accountants (CPAs) through to tax professionals, financial advisors, auditors and bookkeepers, we enjoy a depth of experience and expertise that many accounting firms don’t.

We’re also highly collaborative and flexible, which means we can provide you with all of the financial solutions you need, and none of what you don’t.

  • Tax Payment & Lodgement Planning: Benefit from a schedule for tax lodgement and planning that streamlines your cash flow
  • Business Purchase & Business Sale Advice: Buying or selling a business? Ensure the numbers are properly analysed to minimise your risk or protect your investment
  • Business Structure Review: Potentially reduce overheads and waste while improving productivity and employee satisfaction via our business structure review
  • Asset Protection Review: Protect your assets from creditor claims with the right planning
  • Bookkeeping: Concentrate on your core business while we alleviate the stress of debits, credits, reconciliation and reporting
  • BAS & IAS Statements: Remove the strain of Business Activity Statement/Instalment Activity Statement preparation and lodgement with our streamlined services
  • Cash Flow Planning: Forecast your cash inflows and outflows to make the best strategic decisions for ongoing growth
  • Budgets & Targets: Set the right budget for your business, as well as informed targets for improved performance
  • Management Accounting: Develop strategies and plan effectively for future growth with dedicated management reporting
  • Tax Planning: Reduce your tax liability and maximise your eligibility with strategic tax analysis and planning
  • Business Strategy & Development: Grow your business without stress
  • Business Plan Review & Assistance: Receive a professional evaluation of your business plan and financial model
  • Business Benchmarking & Statistics: Know your statistics, and assess and improve your performance via industry benchmarks
  • Leasing & Loan Review & Advice: Which option is best for your business? We’ll crunch the numbers to find out
  • State Taxes – Payroll Advice: Ensure you’re accurate and compliant with all aspects of payroll
  • Marketing & Advertising Review: Maximise the Return on Investment (ROI) that your marketing and advertising delivers
  • Audit Review: Identify any gaps in your organisation and develop strategies to address them
  • Systems & Procedures Review: Ensure your business is working efficiency, giving you the greatest financial return without sacrificing quality.
 

Tax planning

You don’t want to pay more tax than you need to. In fact, where possible you want to reduce your tax.

With Pinnacle, you’ll enjoy strategic tax analysis and planning, enabling you to minimise your tax liability and maximise your eligibility.

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Tax returns

The importance of having someone working on your side to increase your tax refund and avoid ATO trouble can’t be underestimated.

Unlike large tax agent companies, we don’t leave your tax returns to a data entry employee. At Pinnacle, they’re all checked and managed by Registered Tax Agents and qualified accountants, giving you peace of mind and the best possible tax refund.

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Taxation advice

Tax is a significant personal and business cost, more significant than people often realise. Whether your goals are lifestyle or commercial, we’ll work with you to optimise your funds to meet them.

Because Pinnacle large enough to support specialisation, you’ll have access to leaders in the fields of federal, State and international taxation. And with a team dedicated to all areas of financial management, we’ll ensure that your tax strategy is balanced with your commercial, family, financial and legal needs.

Bookkeeping

Hiring a professional bookkeeper not only lets you focus on the areas of business that you love, but also provides the added benefits of organised financial records and properly balanced financials.

At Pinnacle, the collaboration between our bookkeeping and accounting specialists will contribute to the long-term success of your business. You’ll benefit from better financial analysis and management, simple reporting, accurate business planning, and the fulfilment of your tax and legal obligations.

Keep control of your finances

Technology Leaders

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

Fully Serviced

Enjoy an all-inclusive compliance service that ensures your tax office 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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