Business Details
45 Years
experience
Expert Tax Services in Charleston, SC
Pinnacle 1 Tax Service was founded in 1981 by Robert K Roe as a franchise in North Charleston. By 1989, the company expanded across the eastern United States, reaching Michigan and Florida. Under the leadership of Tony Roe since 1992, the business has grown to 32 offices in the Southeast, offering year-round tax preparation and bookkeeping services. Our team combines decades of experience with personalized service, ensuring clients retain more of their earnings through expert tax code knowledge. We specialize in handling returns for individuals and businesses, from walk-ins to enterprise-level clients.Our local presence ensures face-to-face interactions, transparency, and tailored solutions. Unlike online platforms, we provide context and professional guidance throughout the process. Our commitment to excellence has made us a trusted name in tax services. We serve diverse client needs, from basic filings to complex bookkeeping. With a focus on accuracy and client education, we aim to simplify tax-related challenges.
Services
Tax Preparation
Bookkeeping Services
Refund Advance Program
Business Tax Filings
Year-Round Consultations
Details
- Year established: 1981
Highlights and features
- We offer personalized, experienced service to maximize your refund.
- Our team maintains up-to-date knowledge of complex tax codes.
- Local presence ensures face-to-face transparency and accountability.
- We handle returns daily, ensuring greater accuracy and efficiency.
- Comprehensive support for individuals and businesses of all sizes.
Services
Tax Preparation
We prepare individual and business tax returns, ensuring compliance with current regulations. Our experts handle all forms, from basic filings to complex corporate returns. Clients receive personalized guidance to maximize refunds and minimize liabilities.
Bookkeeping Services
Our bookkeeping services maintain accurate financial records for businesses year-round. We track income, expenses, and payroll to ensure organized, audit-ready accounts. This service supports informed financial decision-making and tax readiness.
Refund Advance Program
Access immediate cash advances of up to $7,000 based on expected refunds. Funds are deducted directly from your tax return upon processing. Available at participating locations with flexible repayment terms.
Business Tax Filings
Specialized tax services for corporations, partnerships, and LLCs. We handle Form 1120-S, 1065, and other business filings. Our team ensures compliance while optimizing deductions and credits.
Year-Round Consultations
Receive ongoing tax guidance and planning support throughout the year. We address questions, review financial changes, and strategize for future filings to ensure continuous compliance and savings.
People
Tony Roe
Owner
Tony Roe has led Pinnacle 1 Tax Service since 1992, expanding it to 32 offices. With decades of experience, he focuses on personalized client service and tax code expertise.
Questions
What tax services do you offer?
We prepare individual and business tax returns, including complex forms like 1120-S and 1065. Bookkeeping and refund advance programs are also available.
Can I file taxes year-round?
Yes, our offices are open year-round for tax preparation, consultations, and bookkeeping services.
How does the refund advance work?
Receive up to $7,000 as an advance on your expected refund. The amount is deducted from your return upon processing, with options for 25%-75% of the refund.
Do you serve businesses?
Yes, we handle corporate tax filings, partnership returns, and year-round bookkeeping for businesses of all sizes.
Are your services available locally?
We have 32 offices across the Southeast, including South Carolina, Florida, Tennessee, and North Carolina.
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