Most people only think about taxes once a year when it’s time to file their return. By then, it’s too late to do much to reduce what they owe. Tax planning is done before the year ends, not after.

At Trinity Tax, we work with clients throughout the year to legally reduce taxes, avoid surprises, improve cash flow, and help you make smarter financial decisions for your business and personal finances.

Tax planning is not about filing your taxes — it’s about controlling your taxes.

Tax Planning Packages Overview

We offer three levels of tax planning services depending on your situation, income level, and complexity. Our goal is to help you reduce taxes legally, plan ahead, and avoid surprises at tax time.

Essential Tax Planning – Basic Tax Planning Package --  (Starting at $750 per yEAR)

What’s Included:
  • Review of prior year tax return
  • Annual tax projection
  • Withholding and estimated tax planning
  • Retirement contribution planning
  • Basic deduction review
  • Year-end tax planning checklist
  • Email support for tax questions
Best For:
  • W-2 employees
  • Small business owners
  • Single member LLCs
  • Taxpayers who owe each year
  • Taxpayers who want to avoid surprises

How This Helps You:
This package helps you avoid underpayment penalties, avoid large balances due at tax time, and identify simple ways to reduce your taxes.

Strategic Tax Planning – Business & Advanced Tax Planning (Starting at $2,000 per yeAR)

What’s Included:
  • Everything in Essential Tax Planning
  • Quarterly tax projections
  • Estimated tax payment calculations
  • Business deduction planning
  • S-Corp salary vs distribution planning
  • Depreciation and asset planning
  • Entity structure review Capital gain planning
  • Email and phone support throughout the year
Best For:
  • Business owners
  • S-Corporations
  • Real estate investors
  • High income taxpayers
  • Clients who owe large amounts each year
How This Helps You:
This level focuses on reducing your total tax liability through proactive planning.

Elite Tax Strategy & Advisory – Premium Tax Planning Package(Starting at $4,500 per year)

What’s Included:
  • Everything in Strategic Tax Planning
  • Quarterly planning meetings
  • Multi-year tax forecasting
  • Advanced tax strategies
  • Business structure optimization
  • Real estate planning and cost segregation
  • Exit planning / selling a business
  • IRS notice assistance
  • Unlimited tax advisory
Best For:
  • High income taxpayers
  • Multiple businesses
  • Real estate portfolios
  • Complex tax situations
How This Helps You:
This package focuses on long-term tax reduction and wealth building strategies.