Maximize Your Tax Savings with Trust Pointe

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We help property owners and real estate investors legally reduce tax liability by five to six figures. From 1031 exchanges to depreciation stacking, our tax planning for high-income earners delivers real savings, real strategy, and real peace of mind. We help you set up and manage LLCs, Series LLCs, and S-Corps for maximum benefit. Reduce your liability with proactive planning built for your investment profile. 

We specialize in tax preparation for real estate investors, developers, and property owners. From rental income and multi-state filings to 1031 exchanges and entity-specific reporting, we ensure your returns are accurate, compliant, and built to maximize your savings. Focus on growing your portfolio—we’ll handle the numbers. 

If you're facing an IRS audit or other tax issues, our team of tax professionals can represent you and help you resolve your issues quickly and efficiently.

Say goodbye to messy books. From CapEx vs OpEx tracking to reconciliations by property, we ensure your financials are clean, GAAP-aligned, and tax-ready. Our cloud-based bookkeeping service for entrepreneurs includes monthly reconciliation, white-glove onboarding, and CFO insights that keep you audit-ready and cash-flow confident. Think of us as your fractional property accountant—clean, categorized, and ready for tax time — organized by door, unit, or asset. 

We provide comprehensive payroll services that are designed to save you time and ensure that your employees are paid accurately and on time, every time.

We monitor your IRS account 24/7, flag issues before they escalate, and handle audits or correspondence with confidence. It’s like insurance for your taxes.

• Notary Services – Certified document notarization for business and legal needs
• Certified Public Accountant (CPA) Support – Advanced accounting, financial statements, and audits
• General Accounting Services – Bookkeeping, reconciliations, and reporting
• Tax Preparation & Filing – Federal, state, and multi-entity returns
• Payroll & HR Support – Wage reporting, compliance, and employee documentation
• Business Formation & Compliance – Entity setup, registrations, and annual filings
   

These services ensure our clients have a single, reliable partner for both everyday financial operations and specialized compliance needs.