Your success is our success
About Us
Established over 60 years ago, Pinnacle Tax & Accounting (PTA) has become a trusted partner for local businesses and individuals in the Macarthur region. We are a team of experienced professionals dedicated to helping you achieve your financial goals and build a secure future.
Our Mission
Our mission is to empower our clients to achieve financial success through tailored solutions, guidance, and ongoing support. We believe in fostering strong relationships and working collaboratively with each client to understand their unique needs and aspirations.
Our Services
We offer a comprehensive range of accounting, taxation, and financial planning services, including:
Taxation
- Individual tax returns
- Business tax planning and compliance
- GST and indirect taxes
- Fringe benefits tax management
- Payroll consulting
Business Services
- Business advisory and setup
- Cloud accounting services
- Succession planning and wealth creation strategies
- Risk management and financial planning
- Business buying, selling, and valuation assistance
Personal Finance
- Superannuation advice and planning
- Budget and cash flow management
- Financial statement preparation
- Retirement planning and estate protection
Our Commitment to You
At PTA, we prioritize:
- Efficiency: Streamlining processes for optimal performance.
- Focus: Personalized attention and dedicated client relationships.
- Performance: Providing insightful feedback and practical recommendations.
Our Values
Our values guide us in everything we do:
- Integrity: Upholding ethical standards and transparency.
- Professionalism: Delivering reliable and timely services.
- Client-centeredness: Putting your needs first.
- Community Involvement: Supporting local organizations and fostering economic growth.
Overall Experience
The reviewer, Greg Gleeson, had a highly dissatisfying experience with Pinnacle Tax and Accounting, prompting him to leave a 1-star review.
Lack of Care
Greg felt that the company did not look after him and his needs as a client. He expressed disappointment that they did not demonstrate any concern or effort to understand his requirements.
Failed to Retain Client
When Greg decided to leave Pinnacle Tax and Accounting, he was not asked for any feedback or reasons for his departure. This lack of interest in retaining him as a client further solidified his negative opinion.
Comparison to New Accountant
Greg has since found a new accountant who has provided exceptional service, making the experience with Pinnacle Tax and Accounting even more disappointing in comparison.
