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Analyzing Data

Our Services

Triada Tax offers a comprehensive range of services that cater to the specific needs of individuals and small businesses which is key to building a loyal client base. Here are some core services that we offer:

Personal and Business Tax Returns

  • Individual (1040)

  • Trusts (1041)

  • Corporation (1120)

  • S-Corporation (1120s)

  • Partnership (1065)

  • Estate (706)

  • Gift Tax (709)

  • Private Foundation (990-pf)

Bookkeeping

  • Regular bookkeeping to maintain accurate and up-to-date financial records, which are critical for tax preparation, financial decision-making, and overall business health.

Tax Planning

  • Tax Planning for Individuals: Ongoing consultation to develop strategies for minimizing tax liability, including retirement contributions, tax-advantaged accounts, and deductions.

  • Tax Planning for Small Businesses: Developing customized tax strategies for small business owners to optimize tax savings, including tax credits, depreciation schedules, and entity structure decisions.

  • Year-End Tax Planning: Helping clients make final-year tax moves to reduce liability and maximize deductions, such as accelerating expenses or deferring income.

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