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Our team of tax professionals has over 8 years of experience in the tax industry. We have helped clients with their tax needs and strive to provide the highest quality of service.
If you make a mistake on your tax return, we can help you to correct it and file an amended return if necessary. It's important to address any mistakes as soon as possible to avoid penalties or further issues.
Yes and no. We do not provide audit representation; however, we provide services like notice response and resolution services for real estate pros. Our goal is to protect your rights and resolve issues efficiently.
Most CPAs show up during tax season. We’re here all year, helping you plan ahead, avoid surprises, and actually keep more of what you earn. We don’t just fill out forms — we build a strategy that grows with you.
Definitely. Many of our clients come to us with an existing accountant but need more advanced planning or support. We’re here to complement your current setup, not replace it — unless you want us to.
It depends on your situation, but most of our clients save anywhere from 15–30% on taxes. We’ve helped some save tens of thousands just by restructuring their business or spotting missed deductions. You could be leaving money on the table without even realizing it.
Yes! We work with clients in all 50 states. Everything we do is cloud-based — meetings, documents, updates — so you can work with us from anywhere, on your schedule.
Absolutely. We’ve helped clients clean up years of back taxes, respond to IRS notices, and even eliminate penalties. If you’ve got a tax mess, we’ll handle it without judgment — and give you peace of mind moving forward.
We specialize in working with people who are growing fast — entrepreneurs, real estate investors, nonprofits, and high-income earners who need more than just basic tax prep. If you’re trying to scale and stay compliant, you’re in the right place.
We’ll take a look at your current tax setup, answer your biggest questions, and show you where you might be overpaying or missing opportunities. It’s no pressure — just a helpful, real conversation.
If we don’t find at least $1,000 in savings, you won’t owe us anything. That’s our 100% Money-Back Guarantee. We’re confident in what we do — and we stand behind it.
To begin, we'll need your previous tax returns, income statements, details of your real estate holdings, and any relevant financial documents. We'll provide a comprehensive checklist to ensure a smooth onboarding process.
It depends on your needs, but most tax strategy plans are completed within 10–15 business days. If you’re doing a full filing and bookkeeping setup, we’ll create a clear timeline so you know what to expect at each stage.
Yes — we use encrypted portals (like TaxDome and QuickBooks Online), secure document storage, and strict privacy protocols. Your financial data is treated with the same care we’d expect for our own.
We work with both. Whether you’re just launching or managing multiple income streams, we can help you structure things right from the start — or clean up and improve what’s already in place.
Absolutely. Choosing the wrong entity can cost you thousands in taxes. We’ll walk you through the pros and cons based on your goals and help you make a smart, tax-efficient decision.
We’re with you all year. Many of our clients rely on us for monthly bookkeeping, tax planning check-ins, and quarterly reviews — not just a once-a-year tax crunch.
100%! You’re not alone — and we never judge. We specialize in cleaning up books and making them IRS-ready, no matter how disorganized they may be right now.
Real estate investors can leverage strategies like depreciation, cost segregation, 1031 exchanges, and qualifying for real estate professional status (REPS) to reduce tax liability. At Trust Pointe, we create custom tax plans designed to maximize deductions and preserve your capital. m.
We provide accurate, property-specific bookkeeping for property managers, offering accurate tracking of rental income, expenses, security deposits, and capital expenditures. We ensure your financial records are organized, tax-ready, and compliant with industry standards.
High-income individuals benefit from proactive tax planning, such as income shifting, advanced deductions, real estate investment structuring, and pass-through entity strategies. Trust Pointe builds strategies that reduce tax exposure while ensuring full compliance.
A 1031 exchange allows real estate investors to defer capital gains taxes by reinvesting proceeds from a property sale into a like-kind property. We help you navigate the process to stay compliant with IRS rules and timelines.
Choosing the right entity—such as an LLC, Series LLC, or S-Corp—depends on your investment goals and tax considerations. We provide guidance to help you select and set up the most advantageous structure for asset protection and tax efficiency.
Yes, we assist clients with properties across multiple states, managing varying tax laws and compliance requirements. Our services include multi-state tax filing, nexus analysis, and strategic planning to optimize your tax position nationwide.
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