Created in 2018, Trust Pointe was born from a mission to empower high-income earners and entrepreneurs with strategic, year-round tax and financial guidance. We’ve grown into a trusted national firm by helping our clients keep more of what they earn — with integrity, precision, and proactive support.
Our knowledge lies in strategic tax planning, real estate tax optimization, and high-level bookkeeping tailored for entrepreneurs, investors, and nonprofits. With advanced knowledge of IRS regulations, entity structuring, and multi-state compliance, we turn complex finances into clear, tax-efficient strategies.
We offer comprehensive services including tax planning and preparation, bookkeeping, IRS resolution, and real estate tax strategy — all delivered virtually for clients across the U.S. Whether you're managing a growing business, scaling a real estate portfolio, or running a nonprofit, our solutions are designed to maximize savings and simplify compliance.
We proudly serve a diverse community of real estate focused clients who are committed to growth and impact. We believe in building long-term relationships rooted in trust, education, and financial empowerment for every client we support. We understand your language, your pain points, and the strategies that protect your bottom line.
Getting started with Trust Pointe means finally gaining control of your finances with a team that understands growth, strategy, and the power of proactive tax planning. We simplify the process, uncover hidden savings, and keep you audit-ready year-round. The sooner you start, the sooner you stop overpaying — let’s build your financial advantage today.
