Call 715-841-0428

Print & Fill Out These Forms Before Your Appointment

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To streamline your check-in process you can download and fill out these forms ahead of your appointment.

 

If you are an individual or married couple with no business that files a separate tax return (schedule C filing

businesses are part of your individual return) please click this link:

https://bit.ly/individualintakeforms

 

If you are a business owner who has a business that files a separate tax return please also click this link:

https://bit.ly/businessintakeforms

 

You can email your completed forms to admin@pinnacletaxwausau.com or share them with us via Google Drive using the same email address. 

 

If you are a current accounting client and you would like to enroll in auto - pay, please click this link:

https://bit.ly/autopayenrollment

 

If you are a current auto-pay client and you would like to un-enroll in auto-pay, please click this link.

https://bit.ly/autopayunenrollment

 

You can email your completed auto-pay forms to billing@pinnacletaxwausau.com or share them with us via Google Drive using admin@pinnacletaxwausau.com. 

 

**Please Note: We will not start a tax return without these forms filled out and signed. It is a requirement

of us by our insurance. Thank you for your cooperation**