Most individual’s exposure to tax is on the execution and not necessarily on the advice. Engaging with us on the advice is shifting more to proactive TAX PLANNING, where we start to get ahead of the inevitable issues.

Whether you are exploring giving up doing taxes on your own, or starting to vet on whether you have outgrown the current accounting relationship you have now, Trivium is prepared to execute the tax prep for you, your family and your business.

Personal Tax


$ Tax Prep
$ Tax Planning
Estate planning
Retirement planning
$ Execute
$ File

Business Tax


$ Tax Prep
$ Business Audits and Reviews
$ Tax Planning
Develop a plan to minimize business and owner tax to the greatest extent possible
$ Part-Time CFO
$ Non-Profit Organizations
$ Quickbooks and Bookkeeping

Our experienced team will handle your taxes from planning to filing.