Service Packages

Trivium Service packages have been designed keeping growing businesses in mind. Our Shared Services work seamlessly with most critical areas of your business to allow you to focus your time and energy on your product or service and growing your business. The Stages 1 to 4 correspond with our Services Packages. The Service list provides line details of service items. This real-time services ensure you have timely and relevant information to support your business decisions.

As your business scales up, the business needs grow with it. In designing and developing our Services model, we were aware of the fact that the time lost in working with multiple service companies, which is time away from core focus. The services needs also scale up proportionately with business.

Trivium's one-point solution is the answer for the startup ecosystem to beyond enterprise custom solutions.

Services Plan Options | Pick Plan that Fits you Best

Mix and Match Service Items for Preferred and Discounted Rates

Stage-1

Individual

Service Items (Individual):
  • Tax calendar and extensions
  • 2012 Tax Updates
  • 2013 Tax Changes
  • Compliance Calendar
  • International Assets Reporting
  • Tax Updates Prior Year
  • Starting at $150
  • Extensions at $45

Stage-2

Business

Service Items (Business):
  • Tax calendar and extensions
  • 2012 Tax Updates
  • 2013 Tax Changes
  • Tax Updates Prior Year
  • Compliance Calendar
  • International Assets Reporting
  • Starting at $500
  • Extensions at $110

Stage-3

Audit

Service Items (Audit):
  • Increasing State and Federal Audits
  • Case Studies
  • Risk Factors
  • Risk Assessment
  • Compliance Calendar
  • International Assets Protection
  • Audit Updates and Changes
  • Starting at $150 per hour

Stage-4

Custom

Service Items (Custom):
  • Service Items from TTS-2 Included
  • Client Custom Needs Analysis
  • Custom Preferred Service
  • Businesses Discount for Employees on Individual Returns
  • Businesses Discount for Employees on Individual Audits
  • Mix and Match for Preferred Rates

Tax Services & Compliance

Our Tax and Compliance team takes a holistic approach to our clients’ needs. Having been working with companies throughout their business cycles, we understand their current and can anticipate their future tax issues. From an EIN application, to filing an extension, to tax return preparation and filing, our team makes sure our clients are tax compliant.

We also realize that each client is unique. Our experience shows that most clients engaging us to file a tax return come back with various “what-if” questions. This is the major reason we have made tax planning and tax research integral components of our tax practice.

In addition, we are offering customized tax service packages - any combination of individual and/or business tax compliance, audit, tax planning, and other services.

Tax & Compliance Services

  • Individual tax returns, US, Federal and States
  • Business tax returns, US, Federal and States
  • Audit support, Audit representation, IRS and State taxing authorities
  • Tax planning for businesses and individuals, US and international
  • Tax research for businesses and individuals, US and international

Trivium Four Stage Quadrants

The Trivium Four Stage Quadrant wraps all the support services around the evolving needs of the Client – one that takes the “Center Stage”

Stages correspond to Starter, Basic, Professional (Pro) and Enterprise packages. Your needs grow as you scale. That’s how we support a company to upscale with services that needed in stages.

Trivium Stage 1 | Startup

Quadrant One symbolizes an early stage, seed-funded beginning. It is characterized by an Angel round of investment. Support services include creating the company, incorporation and capital structure. Some business support provided at this stage include developing, refining, outlining business plan; forecasting; evangelizing company among angel investors; and help raise additional seed financing.

Trivium Stage 2 | Professional [Pro]

Start up phase, or as some call it “Gearing up” or “Venturing out” or “Proof of Concept” stage. This is the stage where you will be getting ready to get series A funding. Business solutions delivered include cash forecasts and budget, firming up start up team, Website design, IT support – data lines, communication infrastructure, help with location and real estate lease,. process, policies and procedures, financial statement analysis, account policies, personnel files/compliance, benefits administration, employee handbook, stock option administration, 401k and tax prep.

Trivium Stage 3 | Enterprise

This is also known as the "getting serious" or “stepping into self sustenance” stage. Key goals at this stage are to raise Series AB funding, design organization structure, negotiating bank and equipment lines, etc. It is critical at this stage to scale company processes with formal budgeting and planning, financial/operational analysis, business partnering, IT support - Data lines, office/communications infrastructure, cash management systems, Board Meeting packages, HR strategy, incentive compensation and equity structure, capitalization tables, accounting, payroll and accounts payable and fixed assets administration, selection of audit firm, valuation and assessment of fair market value.

Trivium Stage 4 | Custom

At this stage, you’re staking out on your own and setting the company towards a self sustaining mode. It includes full scale support services that you would find at any ‘world class company’ without, perhaps the politics., and would include formal budget process, policies and procedures, selection of audit firm, software implementation and/or conversion, financial statement analysis, revenue recognition and other accounting policies, order to cash process, regulatory compliance,, accounts receivable and collections, personnel files/compliance, benefits administration, employee handbook, stock option administration, 401 K plans, collateral's, brochures, marketing communications support, selection of audit firm and tax preparation, software implementation, design and strengthen controls, M&A and due diligence support, valuation and assessment of fair market value, Mergers and acquisition due diligence.

Services

Trivium Corporate Solutions offers a number of flexible support models in accounting, finance and HR. As taxes have always been an integral part of any accounting service package, we began to provide tax consulting and tax return preparation. In response to that growing need Trivium Tax and Compliance spun out of Trivium Corporate Solutions in 2010.

At Trivium T&C, we understand the extreme complexity of the US tax code. We handle our clients’ tax issues so they can focus on growing their businesses, not dedicate their valuable resources to navigating complicated tax rules.

Our foremost goal is to make sure our clients are compliant with their current tax filing requirements. We also provide strategic tax planning services and representation before the IRS.

An organization always requires strong collaborative support functions, but there always stands the concern regarding scalability.

Trivium eliminates learning curve and provide a quick turnaround in providing effective solutions, upon evaluation of client business needs.

Engagement

The Trivium Engagement process comprises three stages designed to deliver outstanding results.

Analysis

The Analysis phase is a two-step process. First, we review your current needs to tailor an appropriate level of service and create a statement of work (SOW). – Next, we perform a Strategic Assessment, which addresses the level of service required to implement a support plan that will deliver outstanding value.

Implementation

The Implementation phase will benchmark ‘best practices’ appropriate to your field, and standardize your business support processes.

Operations and Monitoring

Trivium takes over full-scale operation of in-scope services in this phase with an ongoing commitment to monitor services undertaken and continually improve all aspects of operations.