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Keep up to date on the latest tax and accounting news and updates to our firm.

A Little History of Pinnacle Tax & Accounting

We've been thinking about starting a blog for a little while now. I thought it would be a good idea to give a broader history of us before  I dove into tax topics and tips. So here goes...

In 1991, Paul started doing taxes with his mom, Karen, at H&R Block. He was going to college for finance and this was the perfect opportunity for some real life experience and extra money! While there, taxes just clicked for him. Over the years he learned more and more and had a pretty loyal client base. In 2011, he met Emily and from there...well, things changed a little. He finished out the 2012 tax season and officially left H&R Block that year. In October, he was hired by Emily's uncle who owned a CPA firm in Ripon and needed an experienced tax professional on his team. In November of that year, Paul & Emily tied the knot heart 

After that, we first started with about 50 clients doing tax returns in our home and Paul worked for Emily’s uncle. He traveled during tax seasons, 4 days home and 3 days gone. For 7 years and three homes, we continued that same schedule with the number of clients growing, doubling each year the first couple of years. When we purchased our home in 2017, we built out an office space in our basement and spent two years completing returns there.

 

When we hit over 600 clients at the end of the 2018 tax season, Emily put her foot down about people coming into the house. “I was worried about the safety of all of Wausau having access to our address and our house. We had young kids then.” So we rented our first office space in the fall of 2019 and at that point Paul quit working for Emily’s uncle. Trying to build our business and work his job as well, it was an exhausting time for everyone.

Once he was home and working our business 7 days a week, it just exploded. At the end of the 2019 tax season we had seen 850 clients and this year we are on track to do around 1,350. Of course with all of that growth we had to make some changes. We added more staff to help with phones and emails as well as customer service. We had 2 great staff members the first year, but as it goes with more seasonal work they couldn’t stay on. We’ve also had to change the technology we use in order to better service our clients. We used Google Calendar when it was just us but last year we switched to a Tax Office Management software and that has been a great change for us.

This year we acquired another firm, and moved our office to someting almost double in size. Everyone has their own office, we have a conference room, kitchenette, 2 restrooms, and offices to spare. We've had to add additional staff to help with that influx of clients as well. Bringing on our Office Manager Whitney, another Enrolled Agent Jim, and two administrative assistants. We are proud of the team we have assembled for the upcoming tax season and feel confident in our systems.

 

We are proud to be a part of the Wausau area and can't wait to see our current clients and meet new ones in the coming months. You can contact us via email at admin@pinnacletaxwausau.com, via phone at (715) 841-0428, or via Facebook at www.facebook.com/pinnacletaxwausau

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