Business Advisory Services

Expert solutions for your ongoing challenges

Trinity Tax & Financial Solutions offers a comprehensive range of consulting and advisory services for every aspect of your business. Our services include:

  • Incorporations and dissolutions, including extensive analysis of all available options: LLCs, S-Corps, C-Corps, LLPs, partnerships, and sole proprietorships
  • Business planning for start-ups and organizational growth, including office policies, employee agreements, and corporation book updates
  • Arrangement of bank loans and lines of credit
  • Business succession planning, including business valuations
  • Buy/sell agreements for partners and sole proprietors
  • Quickbooks training and consulting
  • Compensation and benefits planning for employers and employees
  • Conflict resolution
  • Independent contractor agreements
  • IRS representation and audit protection from government agencies to minimize premiums, costs, and liabilities
  • Retirement planning (401Ks and pensions) to build your nest egg while mitigating your tax liabilities
  • Wealth-building real estate ownership planning for primary home and investment purposes
  • Notary public services

Leave the tax and finance details to us, so you can focus on your core business. Contact us to schedule a no-obligation consultation.