Exciting News! Trivium welcomes Paradigm Financial Partners and Lyons & Lyons, CPAs.


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


  • Income Tax Return Preparation
  • Tax Planning
  • Capital Gains Tax Advice
  • Inheritance Tax Planning
  • Retirement Tax Planning

Business Tax


  • Business Tax Preparation
  • Tax Planning
  • Entity Structure for tax optimization
  • Monthly Accounting/Bookkeeping

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