Tax planning for business owners and high earners.
A Trinity Wealth Group firm
Business, investment, real estate & equity compensation tax, practiced as specialties
Planning, filing and year round advisory, under one roof
Federal liability where structural planning typically begins
States served remotely by an Enrolled Agent
Licenses and credentials held by our founder
In financial services and tax
A Trinity Wealth Group firm
Tax, wealth, and technology, integrated by design.
Large tax bills are decided long before April. Trinity models your liability while there is still time to change it, then structures your business, investment and compensation decisions around it. One team, one plan, updated all year.
Planning, projection, and filing led by an Enrolled Agent admitted to practice before the IRS.
Investment and insurance decisions made in the same conversation as the tax decision, through affiliated Trinity Wealth Group firms.
A secure client portal, organized documents, and projections refreshed as your facts change, not once a year.
Who we serve
Built for people whose tax bill is driven by decisions.
Our clients are high W-2 earners, owners of businesses with incomes surpassing 500k+, multipe entities, and investors moving operating income into real estate and private holdings. Their returns carry K-1s, depreciation, equity compensation, and transactions that deserve planning before they happen.
About the firmYou are likely a fit if you have
- Two or more entities. An operating company, a holding LLC, perhaps a management company, and no one has modeled how salary, distributions, and rent should move between them.
- Real estate on the balance sheet. Rentals, or a building owned through the business, or additonal passive real estate income.
- Equity compensation. RSUs, ISOs, or large bonuses, with withholding that has not kept pace with what is actually owed.
- A transaction ahead. A business, a property, or a concentrated position you expect to sell within the next two years.
- A six figure tax bill. And the only tax conversation of the year takes place in April.
Our principle
We start with your number, not a product. Every recommendation is measured against a projected liability before it is made.
What we do
Everything we do starts from the same number.
Liability Projection
Before any recommendation, we rebuild your recent returns and project the current year, so every idea that follows is measured in dollars against a known starting point.
Liability ProjectionStructural Planning
Entity design, owner compensation, retirement plans, real estate, and the timing of gains, chosen for your facts and carried out alongside your attorney and advisors.
Structural PlanningStanding Advisory
The vehicle purchase, the payroll question, the offer letter with equity attached. Answered while the decision is still open, as part of the engagement rather than by the call.
Standing AdvisoryCompliance and Filing
Individual and business returns prepared in house and signed by an Enrolled Agent. Priced per return, with an estimator you can use before you call.
Tax preparation and feesOur office
At The Star in Frisco. Serving clients in every state.
How an engagement works
We look first. Then we stay with you all year.
The Tax Position Analysis
A review of your returns, entities, and holdings at a fixed fee. It ends with a projected liability, the opportunities ranked by net benefit, and a written quote for the year ahead.
What the analysis coversThe Annual Engagement
Planning, implementation, filing, and advisory access under one fee agreed in advance. There is no hourly clock, so the conversation happens before a decision rather than after it.
Engagement detailsOur thinking
Tax alpha: return created by structure, not by the market.
Two households can earn the same income and own the same assets, and still keep very different amounts after tax. The difference comes from four decisions: when income is recognized, what kind of income it is, where it is held, and what deduction is created in the same year. Which of those matters most depends on who you are.
W-2 earners
Creating a deduction against wages
A large salary leaves few deductions to work with. A direct working interest in an oil and gas well is one of the few investments whose drilling costs can offset wages in the year they are paid. It carries real investment risk, so it has to fit the rest of the plan before it fits the tax return.
Business owners
Moving income into a deductible plan
A cash balance plan can let an owner in their fifties deduct far more each year than a 401(k) allows, from income the business was already going to earn. The design has to work for the team as well as the owner.
Property owners
Timing the depreciation
A cost segregation study moves part of a building's cost into shorter lives, so more of the deduction arrives in the years it is worth the most. Whether it helps depends on the passive loss rules and the rest of the return.
Sellers
Deciding when a gain is taxed
The tax on selling a business or a property is mostly settled before the sale closes. How the price is allocated, whether it is paid over time, and where the proceeds go next can change both the year a gain is taxed and the rate.
Begin
Start with a conversation.
Thirty minutes on your income, your entities, and whether planning will pay for itself. There is no charge and no obligation.