Needing tax representation is a stressful event for many people. We will work with you to resolve the issues on your behalf and set up a strategy that will help protect your financial interests.
When you contact us, we will set up a meeting to discuss your concerns. (For example: Prepare a tax return, resolve an IRS notice and guide you through financial situations that require expertise for either short term or long term solutions.)
Trinity Tax Consultants takes a proactive approach to each unique situation. Challenges happen in everyone’s life and it is our goal to guide you through it in a way that will put you on a path to resolve the situation. We translate the process in everyday terms so you know exactly what to expect and how the process works.
Once we have reviewed the specifics of your financial situation we may offer a team of professionals to discuss a plan of action. The team usually comprises several key members such as an attorney, a financial advisor, a tax specialist and sometimes a mortgage specialist or realtor. We create a timeline and a task list to make sure every aspect of your situation will be taken care of.
After the initial issue has been resolved, we continue to monitor your situation on an annual or semi-annual basis to make sure things continue to run smoothly.
The advantage of our method is that our specialists work together to create a custom strategy for you taking into consideration the legal aspects, the financial choices, mortgage strategies as well as any real estate issues or considerations. As our client, you benefit because you have a team of experts working for you. The experts have a better understanding because they are involved with the rest of the team to accomplish your goals. The result is a comprehensive solution that is designed to save you time and money. You can be comfortable, knowing your tax, financial and personal goals are taken care of.
Individuals form 1040; Corporations forms 1120, 1120-S; Partnerships form 1650; Non-Profit form 990-N, 990-EZ, 990; Estates & Trust Returns form 1041. The returns are based on the information you provided to us. Once the returns are complete, we review each line item entry with you to make sure the returns are complete, accurate, and no tax deduction has been overlooked.
IRS Notices; CP2000 Notice of discrepancy, mail Audits, Corporate Audits, Trust fund (payroll) Audits, Tax levy’s, Tax lien release and payment plans such as the new “fast track” repayment plan. We work hard to get our client’s tax issues resolved in the quickest and most economical manner. Our goal is to help our clients put any tax issues behind them as quickly as possible so they can move on with their lives.
Proforma calculations. We firmly believe in taking a proactive approach to your tax situation. Therefore, taking a look at the different “what if” situations gives you more information to make important financial decisions.