Pinnacle 1 Tax Service Started 1981 by Robert K Roe (Bobby) as a franchise in North Charleston and by 1989 the company spanned the eastern half of the United states up to Michigan and down to Florida. In 1990 the company was one of the first to charter and used tax filing software. Tony Roe began working as a traveling salesman around the low country in 1986 offering their book keeping services. In 1992 Tony took control of the company led the further growth along with the help of his wife, Marilyn and father, Bobby. Almost 30 years later the company, still led by Tony Roe as well as some of the original staff, has 32 offices throughout the southeast that locals know they can rely on.
What we do
We prepare taxes and offer a range of bookkeeping services. We are here year round and always just a phone call away if you ever have questions. We prepare almost all forms of returns and offer tax services to walk ins & enterprise level clients by appointment.
Why choose us?
We will pay closer attention and provide personal, experienced service and help you keep more of what you earn. We maintain knowledge of the leading edge of tax code to best serve you.
We’re Pinnacle 1, “you know us”. We are local and personal but can also expertly serve any client from small to enterprise. You are coming to office, shaking hands with a human being, and you will know what is happening with your books.
Why not just file online? Isn’t that more convenient?
You may know the answer to the questions, but you do not know why you are being asked those questions. The context is important.
We will save you time. Why would you spend the hours grueling over documents you don’t understand, answering questions you don’t understand when you can have someone else do it for you?
We will typically generate a greater return because we professionally handle returns all day, every day. Taxes are what we do.
Pinnacle 1 Tax Service “You Know Us”
*The Refund Advance Offer
The Refund Advance is an optional tax-refund related loan provided by MetaBank (it is not the actual tax refund) at participating locations. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of 25%, 50%, or 75% of your expected tax refund from $500 – $6,000. Loan in the amount of 25% of your expected refund has an Annual Percentage Rate (APR) of 0.00% and a maximum loan of $2,500. Loan in the amounts of 50% or 75% of your expected tax refund have an APR of 36.0%. For example, $3,000 representing 50% of expected refund borrowed over 24 day terms, total amount payable in a single payment is $3,071.01 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.