Pinnacle primarily serves residential real estate investors across the United States, including owners of long-term rentals, short-term rentals, and growing property portfolios. Services are tailored to each investor's holdings, tax situation, business structure, and long-term goals.

Yes. Real estate investors are Pinnacle's primary focus, but the firm also works with select profitable business owners when their needs align with Pinnacle's proactive tax planning, accounting, and compliance services.

Proactive tax strategy looks ahead instead of waiting until a tax return is due. Throughout the year, Pinnacle evaluates upcoming transactions, income changes, entity structure, deductions, retirement opportunities, and other planning considerations so informed decisions can be made before important deadlines pass.

Yes. Pinnacle combines year-round tax planning with individual and business tax return preparation. Keeping planning and filing connected helps ensure that approved strategies are properly documented, implemented, and reflected on the applicable tax returns.

Pinnacle is a boutique tax and accounting firm. Depending on the client's needs, accounting services may include QuickBooks Online setup and management, monthly bookkeeping, account reconciliations, financial reporting, payroll coordination, estimated-tax support, and business tax return preparation. These services are designed to keep the financial records current and reliable so tax planning and business decisions are based on accurate information. Lisa is a QuickBooks Online Advanced ProAdvisor.

Yes. Pinnacle evaluates how the passive activity rules, participation requirements, short-term rental treatment, and real estate professional status may apply to the client's facts. Guidance also addresses the records and documentation needed to support the tax position. Eligibility is based on each client's actual activities and circumstances.

Yes. Pinnacle helps evaluate the potential tax benefit, timing, implementation cost, property type, expected holding period, and the client's overall tax position before recommending a cost segregation study. When appropriate, the firm coordinates with a qualified cost segregation provider and incorporates the results into the broader tax plan.

Yes. Pinnacle helps clients understand the tax considerations, timing requirements, basis implications, and reporting associated with a potential 1031 exchange. Because the exchange must follow strict rules, Pinnacle works alongside the client's qualified intermediary and other transaction professionals as appropriate.

Yes. Pinnacle works virtually with residential real estate investors across the United States. Meetings, document collection, planning, and ongoing communication can be handled securely online.

The discovery call is a brief, no-pressure conversation to discuss the prospective client's needs, portfolio, and goals and to determine whether Pinnacle is the right fit. If the firm appears to be a good fit, the next step and any applicable assessment will be explained before the client decides whether to proceed.

Fees depend on the complexity of the tax situation, the work involved, and the scope of services selected. After learning about the client's needs and reviewing the appropriate information, Pinnacle provides a clear scope and fee before work begins.

Potential tax savings vary based on your income, investments, business structure, and the strategies available to you. Pinnacle evaluates the projected tax benefit, implementation cost, timing, and documentation requirements of each recommendation before you decide whether to proceed. This allows you to understand the potential financial value while making an informed decision based on your specific circumstances.

Yes. Pinnacle provides a written tax strategy report explaining the recommendations developed for your circumstances, their projected tax impact, the steps needed for implementation, and the documentation you should maintain. Where applicable, the report also references relevant Internal Revenue Code provisions, IRS guidance, or other tax authority supporting the recommendation. The goal is to help you understand not only what is being recommended, but why it may apply to you and how to support the strategy properly.

Yes. Audit-defense support is included at no additional charge with eligible individual and business tax returns prepared and filed by Pinnacle. If a covered IRS or state notice, audit inquiry, or tax-related identity-theft issue arises, credentialed tax professionals are available to help you understand the issue, organize the required documentation, communicate with the taxing authority, and navigate the resolution process.