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.