About Trinity
A modern tax firm, built to work with the rest of your financial life.
Trinity Tax Strategies is the tax firm of Trinity Wealth Group. We plan, implement, and file for high earners and business owners, and we coordinate that work with licensed advisory and insurance professionals so tax, investments, estate and protection are decided together.
Why we exist
The cost of advice delivered in pieces.
Taxes are usually the largest recurring expense a successful household or business carries, and they are almost always handled last. The return is prepared after the year is over, by someone who was not in the room when the decisions were made.
We built Trinity to reverse that order. The tax consequence is modeled first, the plan is built around it, and the investment and business decisions that follow are coordinated through one team instead of several individuals that never speak or meet.
Good tax work is done before the year closes, not after it.
Trinity Wealth Group
One plan, with tax at the center.
Tax
Planning, projection, substantiation, and filing for individuals and businesses, led by an Enrolled Agent.
Wealth
Investment planning coordinated with the tax plan, so every portfolio decision is made knowing how it lands on the return.
Risk Mitigation
Built into the business and estate tax plan: executive bonus arrangements, funded buy sell agreements, key person coverage, and liquidity for estate tax, so a death, a disability, or an exit never forces a sale at the wrong time.
Trinity Tax Strategies, LLC does not provide investment advice and does not sell securities or insurance. Advisory and insurance services are provided by separately licensed firms and professionals under their own agreements. Clients are under no obligation to use them.
Technology
The technology handles the paperwork. We handle the thinking.
Every client file runs on one system, from the first document you upload to the return we sign. The technology exists to make the advice faster and more precise, not to replace the judgment behind it.
One secure portal
Documents, signatures, and questions move through a single secure portal instead of email. You upload once, we organize it, and you can see what we have, what we still need, and where your return stands at any point in the year.
A projection that stays current
Your tax projection is a working model of your income, entities, and holdings, not a spreadsheet rebuilt each spring. When you sell a property, exercise options, or add an entity, we update it and you see the effect on your liability while there is still time to act.
Scenarios before decisions
Before you commit, we model the options side by side: an S corporation election against a partnership, a sale this year against next, cost segregation now or later. You decide with the after tax numbers for each path in front of you.
A team that knows your file
Every document, projection, and conversation lives in one place, so whoever picks up your call has your full history in front of them. You never start over, and you never pay for someone to catch up.
The people
The people behind your number.
Ryan Munoz, EA
Ryan founded Trinity Tax Strategies and Trinity Wealth Group. He is an Enrolled Agent, admitted to practice before the IRS, and holds the Series 65 as a fiduciary advisor. Nine years in financial services, including family office work on complex transactions, shaped the firm's premise: the tax decision belongs upstream of every other one.
Lissa Muñoz
Lissa built the firm's operating model: onboarding, workflow, and the coordination that moves work between Trinity, outside counsel, and each client's other advisors.
Krystal Williams
Krystal prepares returns and supports clients from onboarding through filing, keeping the document flow behind every engagement on schedule.
Lauren Bennett
Andrew Martin
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.