TRUSTPOINTE
TRUSTPOINTE
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    • Home
    • About Us
    • How We Help
    • Client Intake Form
    • Book Meeting
    • Client Portal
    • Contact Us
    • Success Stories
    • Free Tax-Saving
    • Online Store
  • Home
  • About Us
  • How We Help
  • Client Intake Form
  • Book Meeting
  • Client Portal
  • Contact Us
  • Success Stories
  • Free Tax-Saving
  • Online Store

Stop Overpaying in Taxes. Start Building Real Wealth.

Stop Overpaying in Taxes. Start Building Real Wealth. Stop Overpaying in Taxes. Start Building Real Wealth. Stop Overpaying in Taxes. Start Building Real Wealth.

We help individuals and businesses unlock hidden tax savings using smarter strategies and technology. 

Book Your Tax Strategy Session Now!

Stop Overpaying in Taxes. Start Building Real Wealth.

Stop Overpaying in Taxes. Start Building Real Wealth. Stop Overpaying in Taxes. Start Building Real Wealth. Stop Overpaying in Taxes. Start Building Real Wealth.

We help individuals and businesses unlock hidden tax savings using smarter strategies and technology. 

Book Your Tax Strategy Session Now!

Your Money. Your Strategy. Your Savings.

We make sure you're not giving the IRS a penny more than required—legally.

  • 80% of business owners unknowingly overpay in taxes. Are you one of them?
  • If you’re frustrated by high tax bills, IRS penalties, or missing deductions, you're in the right place. 
  • We are here to help you find valuable tax solutions by getting ahead of the problem with tax planning. 

The IRS Doesn’t Want You to Know This

  • You’re likely overpaying in taxes by 20-50%.
  • There are hundreds of legal tax deductions business owners miss every year.
  • Without a tax planning strategy, you’re leaving money on the table.


At Trust Pointe Tax and Financial Advisory, we find tax solutions to help business owners take back control, reduce their tax liability, and build wealth—legally.


About Us

The Tax Experts Business Owners Trust

Get a Tax Strategy Designed to Keep More Money in Your Business

The IRS profits when business owners don’t plan ahead. If you don’t have a tax strategy, you’re losing money every year.


At Trust Pointe Tax and Financial Advisory, we help business owners pay less, stay compliant, and maximize profits with proactive, IRS-compliant tax planning.

Learn More

Who We Help

  • Business Owners & Entrepreneurs
  • High-Income Earners & Real Estate Investors
  • Tax and Financial Professionals Seeking Scalable Back-Office Support (White-Label Bookkeeping)
  • Multi-Jurisdictional Tax Filers & Nonprofits

READY TO KEEP MONEY IN YOUR POCKETS?

Discover How We Save Clients Thousands

How We Help You Keep More of What You Earn

TAX PLANNING, PREPARATION & IRS PROTECTION

THE TAX STRATEGY YOUR BUSINESS NEEDS TO SAVE MONEY & STAY COMPLIANT

Smart Tax Strategies for Business Owners & High-Income Individuals

Proactive tax planning that helps reduce taxable income legally and boost long-term savings. Perfect for small business owners, freelancers, and high earners.

✅ Benefits:

  • Custom plans to lower your tax bill
  • Strategies tailored to your income and goals
  • Designed to keep you IRS-compliant and audit-ready
     

STEP 1: Tax Strategy

Personalized Tax Strategy to Reduce Taxable Income

We review your finances and past returns to build a custom, IRS-compliant tax savings plan that fits your business or career.

✅ Benefits:

  • Deep-dive tax review for missed savings
  • Legal strategies to reduce taxes before filing
  • Tax planning aligned with future financial goals
     

Step 2: Tax Implementation

Putting Your Tax Plan into Action with Full Support

From adjusting payroll to choosing the right business structure, we help execute your strategy—stress-free and by the book.

✅ Benefits:

  • Hands-on help applying your tax plan
  • Guidance on deductions, retirement, and more
  • Clean records and audit protection
     

Step 3: Year-Round Support

Ongoing Tax Support for High-Income Earners & Business Owners

Stay ahead of the IRS with expert tax guidance all year. We adjust your plan as income, laws, or life changes.

✅ Benefits:

  • Unlimited tax support and updates
  • Mid-year check-ins and quarterly planning
  • Always optimized for new tax laws


✅Key Benefits:

  • Customized planning sessions based on income type 
  • Designed to minimize your liability and increase cash flow 
  • Maximizing Business Tax Credits & Legal Deductions


See Our Tax Planning Approach

Business Tax Preparation & Compliance

Expert Business Tax Preparation and IRS Compliance Services

We help small businesses, LLCs, and corporations stay compliant and maximize deductions with accurate, on-time business tax filing services.


✅ Key Benefits:

  • IRS-compliant business tax return preparation 
  • Maximize small business tax deductions and credits
  • Ensure on-time filing and avoid penalties
  • Year-end reporting and financial review for compliance
  • Personalized tax support for LLCs, S Corps, and C Corps

Get Expert Help With Your Business Taxes Today

IRS Negotiation & Tax Relief

Affordable IRS Tax Debt Relief Services for Individuals & Businesses

We negotiate directly with the IRS to reduce your tax debt, stop garnishments, and resolve back taxes through approved tax relief programs.


✅ Key Benefits:

  • IRS tax debt settlement and negotiation service 
  • Get help with Offer in Compromise and payment planS
  • Stop wage garnishments, tax liens, and levies
  • Fast response to IRS letters and tax audit notices
  • Peace of mind with expert tax representation

Settle Your Tax Debt—Book a Free Relief Consultation

White Label Back Office Support for Tax & Bookkeeping (New!)

Outsourced Bookkeeping and White Label Accounting Support

We provide accurate monthly bookkeeping for small businesses and offer scalable white-label back-office support for accounting firms.


✅ Key Benefits:

  • Monthly small business bookkeeping and reconciliations
  • Clean financials ready for tax season or investor review
  • White label accounting services for CPAs and tax pros
  • Scalable support without adding to your payroll
  • Track cash flow, categorize expenses, and stay tax-ready


Stop overpaying and start saving. 

Simplify Your Books—Schedule a Free Back Office Demo

Referral & Partnership Program

🤝 Referral & Strategic Partnership Opportunities

Earn Rewards by Referring Clients to a Trusted Tax & Bookkeeping Partner


Do you work with clients who need expert tax planning, IRS compliance help, or professional bookkeeping support? Partner with Trust Pointe and earn exclusive referral commissions or service discounts through our high-converting tax referral program for financial advisors, CPAs, and consultants.


Strategic Partnerships for Tax and Financial Professionals

We work closely with CPAs, financial planners, business consultants, and enrolled agents to provide full-service support to their clients. Our strategic tax partnerships let you expand your value while we handle the heavy lifting.


Benefits:

  • Seamless collaboration on tax planning, preparation, and compliance
  • Referral payouts or reciprocal client support 
  • Extend your service offerings without extra staffing
     

White Label Bookkeeping & Tax Services for Firms

Looking to scale without growing your overhead? Our white-label bookkeeping services for accounting firms and tax professionals give you the power to offer expert back-office support under your own brand.


Benefits:

  • Monthly bookkeeping, reconciliations, and reporting—branded as your firm
  • Expert tax support without hiring in-house
  • Scalable operations that grow with your client base


Custom Tax Referral Models Built for You

Whether you're a small firm, a solo financial advisor, or a multi-partner consultancy, we create custom tax referral programs and collaboration models that fit your needs.


Benefits:

  • Choose from referral commissions or service discounts
  • Co-branded content, training, and support for your team
  • Dedicated partnership manager to help you succeed

Schedule a Free Partner Strategy Call

Ready to Pay Less in Taxes This Year?

Real Clients, Real Tax Savings

SEE HOW WE’ve HELPED BUSINESS OWNERS SAVE THOUSANDS

Client Success Story: High-Income Business Owner Saves Over $90,000 in Taxes

Client Success Story: High-Income Business Owner Saves Over $90,000 in Taxes

Client Success Story: High-Income Business Owner Saves Over $90,000 in Taxes

One of our clients, a high-income entrepreneur managing multiple businesses with over $500,000 in annual revenue, came to us facing rising tax bills and complex compliance challenges. Through strategic entity restructuring, proactive tax planning, and consistent year-round guidance, we’ve helped them save over $90,000 in tax liability since 2023—all while staying fully IRS-compliant and audit-ready. Today, their businesses are operating with greater efficiency, and they’re reinvesting those savings to scale even faster. 


"Working with TrustPointe has been a game-changer. They didn’t just file my taxes—they created a strategy that saved me thousands. I’ve never felt more in control of my finances.”
— Multi-Business Owner, Dallas, TX 

Client Success Story: From $15,000 Owed to a Refund—A Fresh Start

Client Success Story: High-Income Business Owner Saves Over $90,000 in Taxes

Client Success Story: High-Income Business Owner Saves Over $90,000 in Taxes

 When a new client came to us, she was burdened with a $15,000 tax liability due to decisions made by her spouse—leaving her overwhelmed and uncertain about her options. After a thorough review of her situation, we identified multiple overlooked tax credits and deductions she was legally eligible for. Our team also prepared and submitted supporting letters and documentation on her behalf, advocating for her unique circumstances directly with the IRS. The result? Her liability was completely eliminated, and she even received a refund—turning a stressful situation into a financial win.


“I truly thought I was stuck with a massive tax bill I didn’t create. Trust Pointe not only fought for me—they helped me start over. I went from owing $15,000 to getting a refund. I can finally breathe again.”
— Single Mother & First-Time Client, Dallas, TX

THIS COULD BE YOUR SUCCESS STORY! ACT NOW! DO NOT WAIT! *The IRS WILL NOT SHOW MERCY EVERY TIME!*

Book Your Free Tax Review Now

CONTACT US

Drop us a line!

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Copyright © 2025 Trust Pointe Tax and Financial Advisory - All Rights Reserved.


  • Home
  • About Us
  • How We Help
  • Client Intake Form
  • Book Meeting
  • Client Portal
  • Contact Us
  • Success Stories
  • Free Tax-Saving
  • Online Store

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