YOUR CPA

Pinnacle Works with your CPA

Pinnacle values and respects your relationship with your CPA. Due to the latest technical requirements of this tax credit and the need to create engineering reports to support the claim, Pinnacle has become the engineering link between US manufacturers and their CPA firms.

This is all we do. We do not compete with your CPA. Our unsurpassed engineering expertise and specialized knowledge, has become integral to our client’s success including the partnerships we have formed with many CPA firms.


Your CPA’s Role

Your CPA provides history on past corporate tax returns, files amendments, and continues to file current tax returns using the calculation we provide. We welcome the opportunity to speak to your CPA at the onset of this project.


Pinnacle’s Role

Pinnacle identifies qualifying activities and costs, calculates the credit, prepares the technical reports, and provides audit defense during scientific reviews.

Pinnacle and Your CPA
  • Pinnacle is a niche engineering firm that solely specializes in this credit.
  • The Research Tax Credit requires a specialized engineering background.
  • Only an engineer can truly apply qualifying activities to the rules of the program.
  • Your CPA is an accountant not an engineer.
  • We calculate the credit and quantify the results through our engineering study.
  • We work closely with your CPA to keep the process transparent.
  • Your CPA still files amendments, corporate returns, and does tax planning.
  • Pinnacle is the engineering link to many CPA firms.
Please have your CPA call us to discuss the qualifying criteria and how we can help you get refunds through the R&E tax credit. 216-479-6840.