Pinnacle & AssociatesPinnacle & Associates

Our Work Gallery

Our work speaks for itself. From helping a freelancer organize 15 years of receipts to restructuring a manufacturing company's quarterly payments, we've handled the messy reality of tax planning. Each project's different. That's exactly why we don't use cookie-cutter solutions.

Freelance Photographer's Tax Restructure

Freelance Photographer's Tax Restructure

Consolidated scattered income records across three platforms. Identified $8,400 in missed deductions. Set up quarterly payment system to avoid year-end surprises.

Individual & Freelance
First-Year Startup Tax Setup

First-Year Startup Tax Setup

Established entity structure, filed initial tax registrations, and created bookkeeping framework before first dollar of revenue. Saved them from costly mistakes early.

Small Business
Multi-Location Retail Tax Optimization

Multi-Location Retail Tax Optimization

Reviewed 23 months of records across four locations. Restructured inventory accounting and identified $12,700 in overpaid state taxes. Recovered funds plus adjusted future filings.

Corporate Planning
Inheritance & Estate Planning

Inheritance & Estate Planning

Guided family through tax implications of inherited rental properties. Coordinated with estate attorney. Minimized tax burden while preserving assets across three beneficiaries.

Special Situations

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