Services

COMPREHENSIVE ACCOUNTING, TAX and CONSULTING ...

Most firms only generate numbers. At Trinity Tax Associates, we interpret those numbers, and put them to work for you. We subject the dollar to a close examination under a magnifying glass. No dollar amount is too small; after all, we know it adds up. We are a multi-disciplined firm with solutions for accounting, tax, strategy and payroll; and bring them all together to help businesses and their owners operate more profitably. We will assist you in satisfying record-keeping and report-filing requirements, solving business problems and using financial and audit reports to make sound business decisions to achieve the maximum profit for your business venture. We can also help you plan your estate to reduce your tax liability or increase your pay-in.

Our goal as your strategic partner is to empower you to understand all of the factors impacting your financial situation, so that you can make better decisions in both your personal and business lives.

The non-exhaustive list of our range of services (as applicable to Individuals and Businesses) include:

  • Bookkeeping
  • Month-end Financial Reporting
  • Financial Statement Preparation
  • Budgets & Forecasting
  • Tax Planning, Analysis & Preparation
  • Financial and Estate Planning
  • Investment review
  • Family gifting and Trusts
  • Retirement planning
  • Family business transfers
  • Accounting Software Set up and Training
  • Review of Internal Controls
  • New Business Set Up
  • Closely held companies