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ABOUT US
Built on proactive strategy
and genuine advocacy
Trust Pointe Tax & Financial Advisory was founded to give high-income earners, real estate investors, and nonprofits the year-round strategic partner they deserve.
IRS PROVIDER
CIRCULAR 230 COMPLIANT
500+CLIENTS SERVED
24/7 PHONE SUPPORT
Meet the founder
LaToya Price
Founder & Lead Tax Strategist
LaToya founded Trust Pointe after years of watching talented entrepreneurs and investors leave money on the table with reactive, seasonal tax prep. She believed tax strategy should be proactive, personal, and built around each client's full financial picture.
Today, Trust Pointe serves clients across the country with a specialist team in real estate, nonprofits, and high-income tax strategy — all guided by LaToya's commitment to finding the savings others miss.
IRS E-File Provider
SBA Verified
Certified Professional
Contract-Ready
OUR JOURNEY
From one client to a national advisory
2009
LaToya begins advising high-income earners and real estate investors.
2015
Expanded into nonprofit compliance and 501(c)(3) strategy.
2020
Launched the $1,000 savings guarantee — a firm commitment to results.
2026
500+ clients served nationwide with a dedicated specialist team.
Our Mission
To deliver proactive tax and financial strategy that helps high-income earners, real estate investors, and nonprofits keep more of what they earn — with a money-back guarantee to back it up.
Our Vission
A world where no entrepreneur or investor loses money to missed deductions, late filings, or reactive accounting. Strategy first, always.
OUR VALUES
What guides every decision
Proactive, not reactive
We plan ahead and reach out before deadlines and opportunities pass you by.
Radical transparency
Clear fees, clear strategy, clear reporting. You always know where you stand.
Client-first advocacy
We represent you like family — fiercely, ethically, and with your best outcome in mind.
Let's build your strategy together
See why clients trust us with their tax, books, and financial future.
Proactive tax strategy, bookkeeping, and financial advisory for high-income earners, real estate investors, and nonprofits.
101 Austin Boulevard Ste 800, PMB 1008, Red Oak, TX 75154
M-F 9am-5pm CST | 24/7 Phone Support
Company
Services
Credentials
IRS E-File Provider
SBA Verified
Certified Professional
Contract-Ready
© 2026 Trust Pointe Tax and Financial Advisory. All rights reserved.