Trust Pointe Tax & Financial Advisory

Trust Pointe Tax & Financial Advisory Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Trust Pointe Tax & Financial Advisory, Tax preparation service, 101 Austin Boulevard Ste 800 PMB 1008, Red Oak, TX.

The proactive tax and advisory partner for high-income entrepreneurs and real estate investors who want clean books, lower taxes, and year-round financial clarity.

Got a letter from the IRS? Here's exactly what to do next — and what not to do.Every year millions of Americans receive ...
06/02/2026

Got a letter from the IRS? Here's exactly what to do next — and what not to do.

Every year millions of Americans receive an IRS notice. Most people either panic or set it aside hoping it disappears.

Neither approach helps.

Here are your 6 steps the moment that envelope arrives:

1. Open it and read it fully.
Every notice names the exact issue and what's expected of you. Never toss or set aside IRS mail unopened — the clock starts from the date on the letter.

2. Compare it against your original return.
If the IRS made a change and you agree — note it and keep it for your records. If you disagree — you have the right to dispute it.

3. Act promptly on any request.
If there's a balance due, don't delay. Every day you wait adds interest and penalties. The IRS also offers payment plans if you can't pay in full.

4. Reply only if the notice asks you to.
Not every letter requires a response. If you do need to call, use the number printed in the upper-right corner of the notice — and have your return in front of you.

5. Dispute it if you disagree.
Follow the dispute instructions inside the notice. Include all supporting documentation when you respond.

6. Keep it. Watch for scams.
Store all IRS notices for at least 3 years. The real IRS contacts you by mail only — never by surprise phone call, email, or text.

We handle IRS notices, audits, and resolution for clients nationwide — under Circular 230 standards.

Got a letter you're unsure about? Book a free consultation at trustpointefinancials.com

Bad bookkeeping isn't just messy. It's expensive.Most business owners don't realize their books are costing them money u...
06/01/2026

Bad bookkeeping isn't just messy. It's expensive.

Most business owners don't realize their books are costing them money until it shows up as a surprise tax bill, a loan rejection, or a cash flow crisis they didn't see coming.

Here are 5 warning signs your bookkeeping is working against you — not for you:

1. Your accounts aren't reconciled monthly.
If you're not matching your books to your bank statements every single month, errors compound quietly. Duplicate transactions, missed expenses, and miscategorized income go undetected — creating both tax exposure and decisions made on inaccurate data.

2. You don't have a monthly P&L.
If you can't answer "Am I profitable this month?" in under 60 seconds — your books aren't working for you. A real-time profit and loss statement is the dashboard your business needs to make confident decisions.

3. Business and personal expenses are mixed.
This is one of the most common — and most damaging — bookkeeping mistakes. It creates chaos at tax time, increases IRS audit risk, and makes it impossible to accurately measure your business performance.

4. You're scrambling every April.
If your accountant spends weeks "cleaning up" before they can even start preparing your return, you're paying twice — once for the mess and once for the cleanup. Clean books year-round eliminates this entirely.

5. You don't know your cash flow position.
Cash flow is the lifeblood of every business. If you don't know what's coming in and going out over the next 30–60 days, you're operating without a financial roadmap.

Any of these sound familiar?

Our bookkeeping service eliminates all five — with clean, monthly reporting you can actually use to run your business.

𝗡𝗲𝘄 𝗰𝗹𝗶𝗲𝗻𝘁𝘀: 𝟯𝟱% 𝗼𝗳𝗳 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗺𝗼𝗻𝘁𝗵 𝘄𝗶𝘁𝗵 𝗰𝗼𝗱𝗲 𝗕𝗢𝗢𝗞𝟯𝟱.

Book a free consultation at www.trustpointefinancials.com — link in bio.

If an auditor showed up at your organization tomorrow — would you be ready?Most nonprofits and business owners have no i...
05/29/2026

If an auditor showed up at your organization tomorrow — would you be ready?

Most nonprofits and business owners have no idea what auditors are actually looking for. And by the time they find out, it's too late to fix it.

Here are the 5 things auditors check first 👆 (save this graphic — seriously):
1️⃣ Bank Reconciliations — every account, every month
2️⃣ Supporting Documents — every transaction needs a paper trail
3️⃣ Financial Statements — your P&L, balance sheet, and cash flow
4️⃣ Internal Controls — your approval processes and who has access to what
5️⃣ Prior-Year Files & Tax Returns — they're looking for inconsistencies across years
The good news? All of this is fixable — if you start now.

I created a free Nonprofit Compliance Checklist that covers audit readiness (plus grant tracking and Form 990 prep) in plain, actionable language.

Download it completely free at the link below — no catch, no pitch, just the guide:
Scan the QR code 📲

Share this with anyone who leads, works for, or sits on the board of a nonprofit. They'll thank you later. 💙

If you own rental property and aren't doing cost segregation, you're leaving significant money on the table.Here's what ...
05/28/2026

If you own rental property and aren't doing cost segregation, you're leaving significant money on the table.

Here's what it is — in plain language:

When you buy a building, the IRS lets you depreciate it over 27.5 years (residential) or 39 years (commercial). That's slow.

Cost Segregation accelerates that timeline.

An engineer identifies components of the property — flooring, fixtures, land improvements, specialty electrical — that can be depreciated in 5, 7, or 15 years instead of 27.5.

The result? A massive depreciation deduction in the early years of ownership, which directly reduces your taxable income right now.

Real example:
A $1.2M commercial property might yield $150,000–$200,000 in accelerated deductions in year one alone through a cost segregation study.

Who benefits most?
• Real estate investors with properties worth $500K+
• Those who recently purchased or renovated
• High-income earners who qualify for passive loss deductions

At TrustPointe, Cost Segregation is part of every real estate client's strategy conversation.

Not sure if your property qualifies? Book a free consultation and we'll walk through it together.

Quick question for entrepreneurs — honest answers only.How often do you actively review your tax strategy?A) Once a year...
05/26/2026

Quick question for entrepreneurs — honest answers only.

How often do you actively review your tax strategy?

A) Once a year — at tax time
B) Quarterly with an advisor
C) I don't have a strategy, just a preparer
D) I have year-round support

Most business owners I talk to say 'A' — and I don't say that to shame anyone. The system isn't set up to remind you to think strategically.

But here's what the data shows:

Entrepreneurs who review their tax position quarterly save an average of 15–30% more in annual taxes than those who only engage at filing.

That gap is entirely made up of strategies that expired before anyone thought to use them.

Drop your answer below, and if you're in the 'A' or 'C' camp — I'll share exactly what quarterly check-ins look like at no cost.

Your strategy shouldn't start in April.

Today we remember. 🇺🇸We take a moment on this Memorial Day to honor every man and woman who gave their life in service t...
05/25/2026

Today we remember. 🇺🇸

We take a moment on this Memorial Day to honor every man and woman who gave their life in service to this nation — and to the families who carry that sacrifice with them every single day.

The freedoms we enjoy — to build, to dream, to serve our communities — were not free. They were paid for by people who chose country over self, and gave everything.
We are humbled. We are grateful. And we will not forget.

To our veterans, our active duty service members, and every Gold Star family — this day belongs to you. 💙

Nonprofit leaders: compliance is not optional — it protects your mission.We just released a **free Nonprofit Compliance ...
05/19/2026

Nonprofit leaders: compliance is not optional — it protects your mission.

We just released a **free Nonprofit Compliance Checklist** to help organizations stay prepared, organized, and protected.

This guide covers three key areas where we often see tax-exempt status put at risk:

→ Audit Readiness
→ Grant Tracking
→ Form 990 Prep

Whether you’re leading a startup charity or managing an established foundation, strong financial compliance is the foundation that keeps your mission moving forward.

We’ve seen nonprofits with powerful missions face serious risk because of avoidable financial errors — and this checklist was created to help prevent that.

Download it free using the link in the comments below. 👇👇

No catch. No pitch. Just a resource to help nonprofit leaders stay compliant and confident.

If you’re an Executive Director, Board Member, Treasurer, or nonprofit leader — tag someone who needs this.

Most people focus entirely on making more money.The ones who build lasting wealth focus on keeping more of what they alr...
05/18/2026

Most people focus entirely on making more money.

The ones who build lasting wealth focus on keeping more of what they already earn.

Tax strategy. Smart structure. Intentional decisions.

That's the difference.

What does your wealth-keeping strategy look like right now?

Our client was overpaying by $90,000 a year. They had no idea.When this Dallas-based audio visual business owner came t...
05/15/2026

Our client was overpaying by $90,000 a year. They had no idea.

When this Dallas-based audio visual business owner came to TrustPointe in 2023, their books were in order — but their tax strategy wasn't.

After a full strategic review, we identified:
• Entity structure misalignment creating excess self-employment tax
• Missed industry-specific deductions
• No depreciation strategy on business equipment
• Quarterly estimated payments that were creating cash flow issues

We restructured. We planned. We optimized.

Since then, they've saved over $90,000 in taxes and growing.

Here's what they said:
'TrustPointe stepped in and completely restructured our finances. Their proactive tax planning has saved our business over $90,000 in taxes. They are an invaluable asset to our growth.'

This is what's possible when you stop filing and start planning.

Book your free consultation.

Address

101 Austin Boulevard Ste 800 PMB 1008
Red Oak, TX
75154

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12145508052

Website

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