Delivering Value Through Tax & Expense Reductions

Pinnacle Advisory Group is a specialty tax consulting firm that works directly with business owners and their CPA advisors to secure tax credits and incentives. Our firm's primary area of focus is R&D tax credits, Cost Segregation, Energy Efficient Deductions, and Sales & Use Tax Recovery. Our team's expertise in tax credits and incentives is emerged from decades of experience from Big Four accounting and national consulting firms. We pride ourselves on providing personalized service and customized solutions that meet the unique needs of each client. Contact us today to learn more about how we can help your business secure tax credits and incentives.

Cost Segregation

If you are acquiring, expanding or building a facility Pinnacle’s Cost Segregation team can help you minimize your tax bill and increase your cash flow.

Sales Tax

Whether you are looking for compliance assistance or refund opportunities, Pinnacle will provide a clear vision and coordinated plan to minimize your state and local tax cost and liabilities.

Research Credit

Learn how your company’s activities to improve your design, products or process can lead to significant R&D tax credits.

Insights

Articles Insights News / January 20, 2023

IRS added request for R&D Supporting Details to Form 6765

Last week the #IRS issued updated draft instructions for Form 6765, Credit for Increasing Research Activities. The upcoming changes reiterate the need for taxpayers to include supporting details for amended tax returns claiming the R&D #tax credit starting January 10, 2022 per FSA20214101F. The draft instructions once finalized will require the following five items of information to be provided for … Continue reading IRS added request for R&D Supporting Details to Form 6765

Articles Insights / January 19, 2023

179D Update

The #IRS clarified guidelines for the recent amendments made to Section #179D under the 2020 Relief Act and the Inflation Reduction Act of 2022. Section 179D allows #commercialbuilding owners, as well as #architects / #engineers that design governmental buildings to receive a tax deduction for the cost of #energyefficient upgrades. The deduction is designed to encourage businesses to invest in energy-efficient technology for the HVAC system, lighting, … Continue reading 179D Update

Case Studies Insights News / December 14, 2022

100% Bonus Depreciation…Time is running out

Most business owners understand the tax advantages of Bonus depreciation that allows them to write off a large portion of the cost of qualifying assets in the year purchased. This can be a significant tax savings for business owners by encouraging investment in new and used equipment and property each year. The bonus depreciation rate … Continue reading 100% Bonus Depreciation…Time is running out