How we work
Two steps, both agreed before they begin.
The first step tells you what you owe and what can change. The second carries the plan through the year, onto the return, and into the rest of your financial life.
Step one
The Tax Position Analysis
Before we quote an engagement or suggest a strategy, we establish your position: how your income is taxed today, what tax is already built into what you own, and where there is room to improve it.
A fixed fee, agreed before we start, and delivered in two to three weeks. It stands on its own. You are under no obligation to continue.
- Your recent federal and state returns, line by line
- Each entity against the income it actually holds
- Withholding, estimated payments, and payroll tax accuracy
- Unrealized gains, basis, and depreciation across what you own
- Carryforwards, suspended losses, and prior year exposure
- A projection of this year's liability, before any recommendation
- Each opportunity quantified and ranked by net benefit, capital required, and risk
- A first year view of tax, capital, and timing
- A written quote for the annual engagement, with no obligation to accept it
Step two
The Annual Engagement
One relationship covers the year. Planning, implementation, filing, and access sit under a single fee, because splitting them apart is what leaves people without advice for most of the year.
Planning and implementation
Strategies selected against your facts, then carried out with your attorney, lender, and other advisors so they exist on paper before the year closes.
Compliance and filing
Your returns and your entities' returns, prepared in house so that what was planned is exactly what gets filed.
Substantiation
Written support for each material position, grounded in the Code, the regulations, and the case law, kept on file before anyone asks for it.
Standing advisory
Quarterly reviews and direct access for anything tied to your plan, so questions are answered while the decision is still open.
Wealth coordination
When recovered dollars need a home, the investment and insurance work is coordinated in the same conversation through affiliated Trinity Wealth Group firms, so every decision is made knowing how it lands on the return.
Trinity Tax Strategies, LLC does not provide investment advice and does not sell securities or insurance. Those services are provided by affiliated firms under common ownership, under their own agreements. Clients are under no obligation to use them, and doing so results in additional compensation to those firms.
Technology
Modern tools, so the numbers are never stale.
Secure client portal
Documents, signatures, organizers, and finished returns in one place, available from any device.
Projections that move
Your projection is updated as the year changes and reviewed with you each quarter.
One record
Planning, filing, and coordination draw on the same information, so nothing is entered twice or lost between people.
How we bill
We do not bill by the hour.
Every engagement uses value based pricing. The fee is set by the scope of the work and what it is worth to you, not by the minutes it takes. It is agreed before anything begins and billed monthly across the year.
Advice is most valuable just before a decision, and an hourly meter discourages exactly that call. With one agreed fee, calls, emails, and document requests are simply part of the work.
The question that goes unasked is usually the one that costs the most.
Priced on scope, not time
The fee reflects what your situation requires: the number of entities, the complexity of the returns, and the planning decisions ahead. It is quoted once we understand the work, and it does not rise because you called.
Agreed before we begin
You see one annual fee before the engagement starts, billed monthly. There are no invoices for phone calls, no charges for emails, and no surprise at year end.
Aligned with your result
An hourly firm earns more when the work takes longer. Our fee is fixed, so the only way we earn it is by doing the work well: finding what your current approach misses and putting it in place.
- The meter starts when you call
- Every email carries a charge
- Questions get saved for later
- Advice arrives after the decision
- One fee, agreed in advance
- Calls and emails are part of the work
- You call when something changes
- Advice arrives while the decision is open
Our process
From the first call to the second year.
Thirty minutes on your income and whether planning is warranted. No charge.
Two to three weeks to establish your position and quantify the opportunities.
Strategies, savings, capital required, and fee, shown side by side.
We carry out what you approve and document the support for it.
Quarterly reviews, filing, and coordination through the year.
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.