New Client Promotion : Get 35% Off Your First Month of Bookkeeping code BOOK35

Our Services

Keep More of What

You Earn.Build What

Comes Next.

Integrated tax & financial

advisory under one roof

Six specialized services, one coordinated team. Whether you're optimizing tax, defending an audit, structuring an entity, or running a nonprofit, we've got you covered.

IRS PROVIDER

CIRCULAR 230 COMPLIANT

500+CLIENTS SERVED

24/7 PHONE SUPPORT

Not sure which service you need?

Book a free consultation and we'll map the right strategy to your

situation — no obligation.

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

Credentials

IRS E-File Provider

SBA Verified

Certified Professional

Contract-Ready

© 2026 Trust Pointe Tax and Financial Advisory. All rights reserved.