We go beyond reactive tax preparation. TrustPointe delivers reliable, year-round tax and accounting support for entrepreneurs, real estate investors, and organizations nationwide.
Trusted Nationwide & Fully Certified
Many high-income earners and real estate professionals unknowingly leak capital due to confusing entity structures, missed industry-specific deductions, and disorganized books.
We are confident in our proactive strategies. If we cannot uncover at least $1,000 in tax savings during our strategic review, you do not pay for the assessment. Period.
Claim Your ReviewDelivered virtually across all 50 states, we specialize in high-level bookkeeping, tax optimization, and resolving complex IRS matters.
Expert navigation of 1031 exchanges, QBI deductions, Cost Segregation, and Real Estate Professional Status (REPS).
Property-based/multi-entity accounting, rent roll management, CAPEX tracking, and clean monthly reconciliations.
Strategic structuring including LLCs, Series LLCs, and S-Corps to protect assets and minimize self-employment taxes.
Grounded in GAAP and Circular 230 standards, offering proactive IRS monitoring, resolution, and audit defense.
ROI-focused CFO advisory, budgeting, and process improvement to help you scale sustainably.
Advanced nonprofit tax returns, board reporting, grant tracking, and comprehensive 501(c)(3) financial management.
"Financial success isn't about working harder; it's about working smarter by making informed, strategic decisions. Our story is one of partnership."
Founded in 2018, TrustPointe was built to empower professionals with practical, operations-informed financial management. LaToya holds certificates in Advanced Nonprofit Tax Returns and Fundamentals of Depreciation & Amortization, and is pursuing a U.S. Tax Court Practitioner License.
Beyond advisory, LaToya is the CEO of the East Dallas Community Organization (overseeing affordable housing for seniors) and the founder of Legacy Modern Living Community, a nonprofit building affordable housing in Dallas.
"TrustPointe stepped in and completely restructured our finances. Since 2023, their proactive tax planning has saved our business over $90,000 in taxes. They are an invaluable asset to our growth."
Audio Visual Business Owner
Dallas, TX
"They completely transformed my operations. TrustPointe took my properties from having messy records to clean, organized books with total cash flow clarity. I finally have peace of mind."
H. Jackson
Residential Property Owner | Boston, MA
Stop leaving capital on the table. Book your strategy call today to uncover hidden savings and secure your financial future.