Taxes are one of the largest expenses most businesses and individuals face—yet they’re often handled reactively. Without proper planning, you may overpay, miss opportunities, or face unnecessary exposure. Our tax services provide year-round insight and disciplined execution, so you stay compliant while keeping more of what you earn.

Key outcomes:

• Reduced tax liability through proactive planning
• Fewer surprises and penalties at filing time
• Clear understanding of how tax decisions affect cash flow and growth
• Confidence knowing filings are accurate and defensible

What We Do / Our Process

Our approach to tax services is thoughtful, proactive, and aligned with your broader financial picture.

1. Understand & Plan
   We evaluate your business structure, income, and goals to identify planning opportunities.
2. Strategize & Coordinate
   We integrate tax planning with accounting and financial strategy.
3. Prepare & File
   We complete accurate, timely returns for businesses and individuals.
4. Monitor & Advise
   We stay engaged throughout the year as laws and circumstances change.

Our Tax Services: Planning and Preparation

Income Tax

Pinnacle works with its clients in the areas of business and personal income tax.  We optimize tax positions in both areas for the business owner.  We work with a variety of legal entities, including C-Corps, S-Corps, Partnerships, and LLC's.  We have been able to reduce tax liabilities for over 80% of our clients!  One example of our work in this area was with one of our retail clients who came to us under audit by the IRS.  Our work with this client resulted in the reduction of their corporate income tax liability by over 75%, saving them over $250,000 and allowing them to continue doing business.

Sales Tax

Pinnacle prepares sales tax filings for our clients that do business in multiple states to ensure sales are properly categorized, all available tax credits and deductions are taken, and that our clients' sales tax is minimized.  One example of our work in this area was the reduction in sales tax for one of our retail clients in the state of Michigan, where we were able to reduce tax liabilities in several instances, saving them thousands of dollars.

Franchise Tax

Pinnacle  accurately prepares and files franchise tax filings for clients to ensure clients comply with all state tax regulations and franchise tax is minimized.  Pinnacle has prepared and filed franchise tax filings in several states, including Texas and Delaware. One example of our work in this area was the reduction in franchise tax by over 50% for one of our transportation clients doing business in the state of Texas.

Property Tax

Pinnacle prepares property tax filings for our clients to ensure all personal and real property is properly classified and valued by the county, all tax credits and deductions are obtained, and property tax is minimized.  One example of our work in this area was the use of personal property tax credits to reduce personal property tax for one of our commercial printers by over 75% for three years.

Employment Tax

Pinnacle prepares employment tax filings for our clients, including federal forms 941, 940, w-3/w-2 and various state forms, including A1QRT and UC018 for Arizona. We also help our clients take advantage of all the tax credits and deductions that are available for such things as early filing and research and development.  One example of our work in this area includes the use of R&D income tax credits to reduce our technology clients' payroll tax.  The use of these credits reduced their payroll tax liability by over $250,000 in the past 18 months.

Who It’s For / Ideal Clients

Our tax services are ideal for business owners, executives, and high-income individuals who want more than basic tax preparation. We work with clients who value proactive advice, clean records, and a long-term view of tax efficiency.

Why Choose Us

Tax laws change every year, with major changes developing every 3 to 4 years. Tax planning can have a significant impact on how much your company pays to the government. Pinnacle is always knowledgeable about the latest tax laws so that our clients can take advantage of these changes.  Pinnacle works with its clients several times throughout the year to ensure that the client's current financial position is clearly understood, innovative tax strategies are up to date, and tax strategies can be implemented quickly and efficiently before year-end.

Pinnacle works with its clients to ensure their tax filings are accurate, complete, and minimize their tax liability.  We also represent our clients with various federal, state, and local tax agencies.

Ready to Strengthen Your Tax Strategy?
Book Your Consultation | Talk to a Tax Expert
No obligation — let’s talk about your goals.

Service Area:
Serving Phoenix, Tucson, and clients nationwide.