The Tax Engine Behind the Private Wealth Office

Trinity Tax Strategies is a full service tax firm specializing in business consulting, real estate, and investment tax.We are a tax firm built on an investment and real estate background, and that shows in the work. We understand how a deal is capitalized, how a property is depreciated and disposed, how equity compensation vests and gets taxed, and how a portfolio generates and characterizes income, so the tax plan is written by people who understand the underlying assets, not just the return.

We deliver the complete tax function under one roof: technical planning, quantitative multi entity and multi year modeling, and full preparation and filing. Planning and compliance run as one engagement, so every position on the return traces back to a modeled strategy rather than a year end estimate.Our clients carry real complexity: operating businesses, professional practices, real estate holdings, concentrated equity, and diversified portfolios. We handle the mechanics that drive those returns, from RSUs, ISOs, NSOs, and ESPP shares to capital gains, QSBS, and passthrough income across multiple entities and jurisdictions, modeling the full federal and state picture and keeping each position defensible and current as the code changes.Trinity is the tax engine of the Private Wealth Office, affiliated with ClairFi Technologies and ClairAlpha Advisors under common ownership. Trinity does the tax work. Investment advice sits with our affiliated advisory firm.