Tax Services

TAX PLANNING AND PREPARATION

The size of our team allows for specialization, in-depth expertise and the ability to take the time to understand your everyday business practices and provide you a comprehensive business plan to meet your needs. The Trinity Accounting Group team will work closely with you to help identify tax strategies that are critical to your continued success.


Our approach to tax planning and consulting allows us to adapt our full range of tax planning and preparation services to a variety of circumstances. Individuals and businesses require many tax solutions based on their financial goals and current financial situation. Our goal is to provide sound tax planning advice, maximize after tax cash flow and minimize overall tax burdens in order to prepare you for a more prosperous future.


  • Tax return preparation and planning for individuals, businesses, trusts and estates
  • Extension and estimate preparation and planning
  • Year-end tax consulting to defer or accelerate income and deductions
  • Estate and inheritance tax returns
  • Gift and generation skipping transfer tax returns
  • Not for profit tax returns and 501(c) (3) registration.
  • Assistance with obtaining business and individual tax credits
  • State and Local Tax