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Pinnacle Tax Inc

Pinnacle Tax Inc

Reviews Summary

The consensus from reviews highlights exceptional service, professionalism, and expertise in accounting, tax, and financial planning. Customers praise the team's responsiveness, knowledge, and transparency, with many noting efficient, timely, and stress-free experiences. The attention to detail, clear communication, and personalized advice are frequently mentioned, making them a highly recommended choice for both business and individual needs. Clients appreciate the convenience, reliability, and dedication to customer satisfaction.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Small Businesses
High-net-worth Individuals
Non-profits
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Small Businesses
High-net-worth Individuals
Non-profits
QuickBooks

Contact Information

Address

1325 Wiley Rd Suite 160

Schaumburg, Illinois 60173

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5:30PM
Tuesday 9AM-5:30PM
Wednesday 9AM-5:30PM
Thursday 9AM-5:30PM
Friday 9AM-5:30PM
Saturday Closed

Customer Reviews

Last year was my first time choosing Pinnacle Tax Inc for my tax returns. Mr. Dhaval is an amazing person with a good knowledge on taxes. His advices are really helpful. I would recommend their services to anyone any time.

Pinnacle is one of the best tax services I have ever used. Dhaval and his team is simply amazing. They are very prompt and provided answers to all my questions. They are very hard working team. I highly recommend Pinnacle Tax firm for all your tax forms need.

Pinnacle tax provides great tax and financial planning service. I had a great experience with a great team who handled all my accounting and financial needs for my business and personal tax for last 4 years. Mr. Dhaval Patel is intelligent and very professional and explains all materials clearly and always files my return way before due! Very patient, professional, and client-oriented. I just leave all my taxing needs to him and his team. Great work, highly recommended.

Dhaval Patel and his team provides an excellent service for all your financial needs. He is extremely knowledgeable, very responsive and provides right guidance. Along with this he patiently listens to your queries which makes him the best for services he provides.Keep up the great work! Highly recommend !!

I had a great experience filing my taxes with Mr. Dhaval Patel. The process was smooth and highly convenient. I would definitely recommend going to Pinnacle for getting your taxes done as well as get highly effective investment and financial advices. Everyone is welcoming and will do everything to create a positive customer experience.

My previous accountant was handling my federal and state taxes for over ten years, but I was getting tired of the long wait to see him as well as the long process. I decided to go to Pinnacle Tax, and after two years, I can say that I am very happy with their work. Mr. Patel is very knowledgeable, efficient, and precise. Getting my taxes is no longer a tedious process as I am in and out of his office no more than thirty minutes, which is key as I am a busy mom on the go. I am also thankful to Mr. Patel'

Great service and very knowledgeable ,moreover you DON'T have to wait for hours and hours in line like other places I have been to before for tax. Dhaval helped me with my tax returns and answered all the questions I had about taxes which made everything easier and faster to get taxes done. I am very happy with their work and I will be going back next year for sure ,would definitely recommend this place for tax services.

We have been working with Pinnacle Tax for a couple years now. He makes running a business easy. This allows me to focus on the day to day operations. He is detail oriented, professional and extremely knowledgeable, everything you could want in an accountant. I will definitely recommend him to anyone who needs taxes & accounting services!

Dhaval and his team are professional and very responsive. They have taken care of all my accounting and tax needs. I highly recommend them.

Worked with Dhaval and his team of experts. They are professional and on time on delivering the best services. Loved working with them and highly recommend Pinnacle Tax.

Excellent service in professional manner with reasonable rates

Dhavelbhai has been a trusted accountant for me personally and for my businesses and I cannot recommend him enough. His attention to detail, organization and willingness to ensure the success of my accounts cannot be rivaled. Dhavelbhai is a great consultant that can get your taxes, audits and financial plans straightened out quickly and efficiently.

Excellent in communication and very responsive if you have any query. Explain me very nicely about the process and how they gonna file my taxes. I will always work with them and now my friends are also their permanent client. Very happy with the services.

Dhaval Patel is extremely professional and excellent at his work. He is very knowledgeable and transparent. Dhaval Patel is very prompt in communication. I have worked with Dhaval Patel for last many years and I would definitely recommend him for all your tax and finance related queries.

Dhaval has been an excellent resource for our financial services needs. Truly a pleasure to work with and very prompt with what he does.

Dhaval and Vipal provide great service and suggestions. They both are very knowledgeable and super helpful. I recommend everyone for their CPA and Mortgage needs to reach put to Pinnacle Tax and Mortgage .

It's a great place to file taxes. Dhaval and his whole team is very knowledgeable and responsive. I would definitely recommend Pinnacle Tax Inc for your taxation needs.

Great experience! Dhaval and his team are very responsive, knowledgeable, and accurate. I am using them for all my accounting needs for my business and personal. Highly recommend!

Prominent assistance and guidance when needed. Timely reviews of your account and advice for the same. I highly recommend Pinnacle Tax for your accounting and tax services.

One of best in town with excellent service. Dhaval is highly talented and his knowledge is top notch. I would recommend pinnacle for his integrity and professional services.

?I have been using services at Pinnacle since 2016 and I couldn?t be happier with the level of professionalism and expertise Dhaval Patel brings to the table. Dhaval and His Team are knowledgeable, reliable, and always goes above and beyond to ensure that my financial needs are met. He is an excellent communicator and takes the time to explain complex financial concepts in a way that is easy to understand. I highly recommend Dhaval Patel and the team at Pinnacle for all your accounting needs.?

Excellent experience!! They've been amazing in tax planning and providing guidance. Very friendly and explained each and every part of the planning. Very much impressed with their patience and efficiency. Highly recommended!!

Dhaval Patel and his team provides an excellent service. I highly recommend Pinnacle Tax For personal and Business services.

My experience here was extremely helpful, informative, had my best interest at heart, extremely patient, explained everything and taught me, kind, and very professional as well.

I have been working with Pinnacle for almost 2 yrs now and they are excellent to work with! Very professional, always available, very responsive!

Excellent in communication and very responsive if you have any query. Explain me very nicely about the process and how they gonna file my taxes. I will always work with them and Very happy with the services.

He is very knowledgeable. He has answers for all my tax related questions. Would highly recommend for all tax related information.

Great job, he did well answering all my questions. He was very professional. He saved my time and very proficient.

Outstanding accounting professional, trustworthy, organized, invaluable support for complex financial tasks. Highly recommended!

Timely and professional service. They have good team serving on various areas, besides their core area account keeping. Good Luck.

Pinnacle tax is perfect, i use them for both my business and personal taxes. They are always on-time!

Fantastic service by Dhaval & his team. Would recommend him.

Very nice person Always helpful for any financial questions I recommend to Dhaval patel for accounting.

One of the best in Chicagoland I?ve come across. Always recommend for business and personal taxes.

Thank you for the prompt attention to my recent tax return. Really appreciate your customer service.

Very friendly and thorough service will definitely be back for services next tax season

Very dependable and knowledgeable tax consultant!! I highly recommend this business

Really Amazing accountant, helped me with everything and answered all my questions without hesitation.

Dhavalbhai and his staff is very professional and very knowledgeable. Great service ??.

Very professional, knowledgeable firm for all Accounting & Tax needs including Planing

Very professional very knowledgeable and great service I would Recommend everyone

Thank you so much for your great service

Very friendly, and detail oriented.

Great Service & Expert of Business & Individual Accounting Services

really great service

(Translated by Google) Excellent 10-star service. Excellent service, 10 stars. (Original) Excelente servicio de 10 estrellas. Excellent service, 10 stars.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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