TrustPointe Tax & Financial Advisory | Proactive Wealth Strategy
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Executive Office
Stop Guessing. Start Retaining.

Proactive Strategy For
High-Income Earners.

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

IRS E-File Provider
SBA Verified
100+ Businesses Served
Your Challenges—Solved

Are You Paying Too Much In Taxes?

Many high-income earners and real estate professionals unknowingly leak capital due to confusing entity structures, missed industry-specific deductions, and disorganized books.

  • Missed Real Estate Deductions (Depreciation, Cost Segregation)
  • Multi-State Filing Complexity & IRS Notices
  • Lack of Year-Round Forecasting & Strategy

100% Money-Back Guarantee

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 Review
What We Offer

Full-Cycle Financial Advisory

Delivered virtually across all 50 states, we specialize in high-level bookkeeping, tax optimization, and resolving complex IRS matters.

Strategic Tax Planning

Expert navigation of 1031 exchanges, QBI deductions, Cost Segregation, and Real Estate Professional Status (REPS).

Real Estate Bookkeeping

Property-based/multi-entity accounting, rent roll management, CAPEX tracking, and clean monthly reconciliations.

Entity Formation

Strategic structuring including LLCs, Series LLCs, and S-Corps to protect assets and minimize self-employment taxes.

IRS Audit Protection

Grounded in GAAP and Circular 230 standards, offering proactive IRS monitoring, resolution, and audit defense.

Financial Forecasting

ROI-focused CFO advisory, budgeting, and process improvement to help you scale sustainably.

Nonprofit Compliance

Advanced nonprofit tax returns, board reporting, grant tracking, and comprehensive 501(c)(3) financial management.

LaToya Price, CEO of TrustPointe
EA Candidate (IRS) CPA Candidate (TSBPA)
Meet The CEO

LaToya Price

"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.

Serving The Community

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.

Measurable Results

Client Success Stories

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"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

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"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

Ready to Optimize Your Finances?

Stop leaving capital on the table. Book your strategy call today to uncover hidden savings and secure your financial future.

TrustPointe

Empowering high-income earners, real estate professionals, and nonprofits with proactive tax and financial advisory.

Contact Us

Hours of Operation

  • Monday – Friday 09:00 AM – 05:00 PM
  • Saturday & Sunday Closed
  • *24/7 Phone Assistance Available

Credentials

  • Fully Registered
  • SBA Verified
  • Contract-Ready
  • IRS E-File Provider

© Trust Pointe Tax and Financial Advisory. All rights reserved.