You’re Almost Done — Let’s Get Your Call on the Calendar

Discover how retirees are saving six figures in lifetime income taxes through smart withdrawal timing, Roth conversions, and Medicare-aware planning.

MEET THE MANAGING PARTNER

Dan Fratantoro, CFP®, CPA

You worked hard, saved diligently, and now Uncle Sam wants his share — every year, for life.

At Pinnacle Tax Associates, we specialize in helping retirees:

Coordinate Social Security, RMDs, and Medicare to avoid tax spikes

Design tax-efficient income strategies for life

Build a lower-tax inheritance for your kids

Common Questions from Retirees?

Question 1: Is there any cost or obligation when booking an appointment?

Not at all. There is no cost or obligation when booking an appointment to speak with Dan.

In an initial conversation, we generally talk about your current situation and goals. We'll also give you an overview of our tax planning process. From there, the choice is yours if you want our help or not!

Question 2: I'm don't live near the Lehigh Valley, PA. Can we still work together?

We’re built to serve you virtually through Zoom and/or Microsoft Teams. However, if you’re in the Lehigh Valley, PA area you can meet at our office, a coffee shop or even at your kitchen table.

Question 3: Do I need to prepare anything?

Just have a copy of your latest tax return handy. We’ll do the rest.

Question 4: Will you review my tax return before the call?

Yes. If you’d like, upload it securely even after scheduling. Reviewing your return helps us prepare personalized insights.