Next Step?

Pinnacle can help your company inject money back onto your bottom line by filing a successful Research Tax Credit. We provide a comprehensive level of service that has minimum business interruption on your daily operation. Our service is affordable, 100% guaranteed, and generates a net payback up to 5-fold in return.


1. Phase One Study – Prequalification and Estimate
     Find out if your company qualifies and for how much?
  • This phase will take only 8-10 hours of your time.
  • Pinnacle will conduct technical discoveries to determine eligible activities, projects, and costs.
  • Pinnacle will calculate your expected tax credit and identify your expected refund.
2. Phase Two Study – Engineering Report and Submission
    Pinnacle completes the claim and prepares technical reports for filing.
  • Pinnacle will prepare the documentation and technical reports necessary to support the claim ensuring that Nexus is demonstrated.
  • Pinnacle will submit all the completed forms, schedules and timesheets to you and your CPA.
  • Provide full audit defense in the event the IRS decides to scientifically review your claim.
  • Clients can expect a refund approximately 90 days after claim is approved.

Summary of Services

Pinnacle Provides Full R&D Tax Credit Services:
  1. Assigns a professional engineering consultant that is experienced in your industry and understands the applicability of the credit.
  2. Educates and trains your company’s key technical employees.
  3. Performs technical discoveries and interviews.
  4. Assesses and selects the best method to calculate the RTC.
  5. Provides cost accounting expertise to ensure proper costs are indentified.
  6. Prepares technical report with detailed time sheets to support the RTC.
  7. Provides audit defense and support at no extra charge.
  8. Offers pre-project qualification and scoping for future studies.
  9. Guarantees work 100%.