Income Tax Planning and Preparation

Trinity Wealth offers a full range of income tax planning and preparation services, designed to help you minimize your taxable income and maximize your financial efficiency. Led by Walter Maziarz, CPA, our tax planning services are tailored to the unique needs of individuals, businesses, trusts, and estates.

Our tax planning strategies include postponing income, shifting income, deduction planning, investment tax planning, and year-end tax planning. By utilizing these strategies, we help you reduce your tax liability and keep more of your hard-earned money. Whether you need assistance with complex tax issues or simply want to ensure that your tax return is accurate and optimized, our team is here to provide expert guidance and support.

In addition to tax planning, we assist clients in preparing their federal and state income tax returns. This service is provided through Maziarz Tax Service LLC, a separate entity dedicated to delivering high-quality tax preparation services. By integrating tax planning with our broader financial planning and wealth management services, we ensure that all aspects of your financial life are aligned and optimized for success.

Who We Serve

Trinity Wealth Solutions provides comprehensive financial and retirement planning, portfolio management, and income tax services to retirees, individuals 5 to 10 years from retirement and clients beneficiaries.  Most of our clients are high-net-worth individuals, families, trusts, and estates. We are committed to delivering personalized solutions that meet the unique needs of each client, helping them achieve their financial goals and secure their future.

We typically require a minimum of $25,000 to open and maintain an advisory account. However, this minimum account size may be waived at our discretion, particularly for clients with significant potential for increasing their assets under management. We also offer the flexibility to combine account values for you, your minor children, joint accounts with your spouse, and other related accounts to meet the minimum requirement.

Our goal is to build long-term relationships with our clients, providing them with the expert guidance and support they need to thrive financially. Whether you are just starting your financial journey or looking to optimize your wealth management strategy, Trinity Wealth is here to help.

Keeping You Informed and Involved

At Trinity Wealth, we believe that regular communication and transparency are key to successful wealth management. We conduct annual account reviews with our clients, providing a comprehensive assessment of their financial planning and asset allocation requirements. These reviews are led by Walter Maziarz, ensuring that clients receive expert advice tailored to their unique needs.

In addition to annual reviews, we provide customized reports to help clients stay informed about their investments. Common reports include balance sheets, asset allocation reports, and asset detail reports. These reports are designed to give clients a clear and detailed understanding of their financial situation, empowering them to make informed decisions.

Clients also receive statements no less than quarterly from a qualified custodian, detailing account holdings and activity. This regular reporting ensures that clients are always aware of their investment performance and can track their progress toward their financial goals.

By maintaining open lines of communication and providing detailed reporting, Trinity Wealth ensures that clients are well-informed and actively involved in their financial planning and wealth management.