Back to top


Trinity CPA Services, PC provides a wide range of services to individuals and businesses in a variety of industries. At Trinity CPA Services, PC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Planning & Return Preparation Services

At Trinity CPA Services, PC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

These services include but are not limited to:

  • Tax planning & return preparation for individuals, businesses, trusts and estates
  • Multi-state return preparation
  • Quarterly estimated tax planning
  • Year-end tax planning
  • Net worth analyses for estate planning
  • Estate and trust accountings and assistance with administration
  • IRS representation

Accounting & Financial Statement Services

Individuals and businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Trinity CPA Services, PC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on related financial issues such as accounting systems, tax planning, investments and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • Financial statement preparation
  • General ledger maintenance
  • Bookkeeping (monthly, quarterly, or annual)
  • Bank account, credit card and investment statement reconciliations
  • Bill paying, balancing checkbooks, cash management planning
  • Accounting system setup for individuals, businesses, trusts and estates
  • QuickBooks setup, maintenance and training

Information Request for Services Listed Above