Pinnacle Tax Associates

Pinnacle Tax Associates You don't have $1,000,000 in your IRA — you have a $1,000,000 tax problem. Most plans run on October estimates. We calculate your actual December numbers.

Tax-smart retirement planning for Lehigh Valley retirees. 📅 Free 20-min Tax Strategy Call. Helping Retirees Save More in Taxes, Keep More of Their Wealth
At Pinnacle Tax Associates, we specialize in tax planning and preparation tailored for retirees and those nearing retirement. With over 40 years of combined experience, our team helps you navigate complex tax situations, from Social Security bene

fits to Required Minimum Distributions (RMDs). Our goal? To save you money on lifetime taxes, boost your after-tax net worth, and ensure your legacy is as tax-efficient as possible. Whether you prefer a hands-on approach or a fully done-for-you service, we provide strategies that are easy to understand and even easier to implement.

📍 Based in Lehigh Valley, PA, we proudly serve clients nationwide.

💡 Discover how to pay less in taxes and protect what matters most. Contact us today!

Address

881 3rd Street, Ste. B4
Whitehall, PA
18052

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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