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Trust Pointe Tax & Financial Advisory

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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.

07/20/2026

Breaking: 100% Bonus Depreciation is NOW PERMANENT.

The OBBBA made a massive change in 2026.

Previously, bonus depreciation was phasing down (80% → 60% → 40% → 20% → 0%).

That's GONE. It's now 100% FOREVER.

Here's what this means for real estate investors:

"What Changed"
→ 100% bonus depreciation is permanent
→ No more phase-down schedule
→ Applies to equipment with 20-year recovery period or less

"The Math"
→ Equipment purchased in 2026 = 100% deductible in Year 1
→ Combined with Section 179 = immediate full deductibility
→ Real estate cost segregation becomes even MORE valuable

"Your Move"
→ Cost segregation studies still matter
→ Depreciation strategy just got better
→ Plan your equipment purchases NOW to maximize 2026

This is the best depreciation environment in years.

If you own rental properties, this changes your tax planning.

Get your free Real Estate Investor Guide to understand the strategy.

🔗 https://trustpointefinancials.com/home

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07/17/2026

Most real estate investors I talk to have heard of the OBBBA.

Very few know what it actually means for their bottom line.

Here's what changed on July 4, 2025 — and what you need to do about it before year-end:

✅ 100% bonus depreciation is permanent
✅ Section 179 limit jumped to $2.5M
✅ The 20% QBI deduction isn't going anywhere
✅ SALT cap increased to $40,400
✅ Opportunity Zones 2.0 is now permanent with rolling designations

None of these work on autopilot. You need a strategy that actually uses them.

That's exactly what we build at Trust Pointe.

📌 Save this for tax season. And if you want a second set of eyes on your current strategy, the link is in my bio.

07/13/2026

𝗧𝗵𝗲 𝗜𝗥𝗦 𝗷𝘂𝘀𝘁 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝗱 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗼𝗻 𝗝𝘂𝗹𝘆 𝟴𝘁𝗵 𝘁𝗵𝗮𝘁 𝗺𝗼𝘀𝘁 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿𝘀 𝘄𝗶𝗹𝗹 𝗻𝗲𝘃𝗲𝗿 𝗵𝗲𝗮𝗿 𝗮𝗯𝗼𝘂𝘁 — 𝘂𝗻𝘁𝗶𝗹 𝗶𝘁'𝘀 𝘁𝗼𝗼 𝗹𝗮𝘁𝗲.

They've created an automatic penalty relief process for taxpayers who have a history of filing and paying their taxes on time.

That means if you've been doing the right things — filing on time, paying what you owe, staying compliant — and you ever hit a rough patch, the IRS may now automatically waive penalties WITHOUT you having to ask.

𝘊𝘰𝘯𝘴𝘪𝘴𝘵𝘦𝘯𝘵 𝘤𝘰𝘮𝘱𝘭𝘪𝘢𝘯𝘤𝘦 𝘪𝘴 𝘯𝘰𝘸 𝘸𝘰𝘳𝘵𝘩 𝘮𝘰𝘳𝘦 𝘵𝘩𝘢𝘯 𝘦𝘷𝘦𝘳.

What you should do this week:
✅ Make sure your Q2 records are clean and reconciled
✅ Confirm your Q3 estimated tax payment is on track (due September 15)
✅ If you've received any IRS notices recently — don't ignore them. Call a tax professional.

⚠️ The IRS is also running a summer identity theft awareness campaign right now. Scam attempts spike every summer. If you receive unexpected IRS mail or calls, verify everything before responding.

We stay on top of IRS updates so our clients never get caught off guard. That's what proactive tax strategy looks like.

💬 Has your accountant talked to you about this yet? Drop a comment — let's discuss.

07/11/2026

𝗧𝘄𝗼 𝗯𝗶𝗴 𝗜𝗥𝗦 𝘂𝗽𝗱𝗮𝘁𝗲𝘀 𝗱𝗿𝗼𝗽𝗽𝗲𝗱 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸 𝘁𝗵𝗮𝘁 𝗲𝘃𝗲𝗿𝘆 𝘁𝗮𝘅𝗽𝗮𝘆𝗲𝗿 𝘀𝗵𝗼𝘂𝗹𝗱 𝗸𝗻𝗼𝘄 𝗮𝗯𝗼𝘂𝘁.

1. New automatic penalty relief (IR-2026-83, July 8)

The IRS just announced a new automatic process: if you have a clean history of filing and paying on time, the IRS will now waive certain penalties without you having to call, write, or beg. This is a major shift — previously you had to know to request "first-time abatement" relief. Clean compliance record = automatic relief. This is exactly why we build proactive tax strategies year-round for our clients.

2. Texas local sales tax changes took effect July 1

Texas businesses take note: the Texas Comptroller implemented local sales and use tax rate changes across 44+ cities and special purpose districts effective July 1, 2026. If you operate in multiple Texas jurisdictions, your sales tax rates may have changed. Now is the time to verify your point-of-sale systems and accounting software reflect the updated rates.

These updates matter whether you're a real estate investor, small business owner, or nonprofit.

If you're not sure how either of these affects you, that's what we're here for.

📞 𝘚𝘤𝘩𝘦𝘥𝘶𝘭𝘦 𝘢 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺 𝘤𝘢𝘭𝘭 — 𝘭𝘪𝘯𝘬 𝘪𝘯 𝘣𝘪𝘰.

07/08/2026

𝗥𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗺𝗼𝘃𝗲𝘀 𝗳𝗮𝘀𝘁. 𝗬𝗼𝘂𝗿 𝘁𝗮𝘅 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝘀𝗵𝗼𝘂𝗹𝗱𝗻'𝘁 𝗯𝗲 𝗮𝗻 𝗮𝗳𝘁𝗲𝗿𝘁𝗵𝗼𝘂𝗴𝗵𝘁.

Too many property investors wait until tax season to think about depreciation, cost segregation, or 1031 exchanges — and by then, the opportunity to save has already passed. Smart investors plan before the deal closes, not after.

𝗔𝘁 𝗧𝗿𝘂𝘀𝘁 𝗣𝗼𝗶𝗻𝘁𝗲 𝗧𝗮𝘅 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆, we work with DFW real estate investors year-round to build strategies that protect your portfolio and reduce your tax burden — legally, proactively, and with your long-term goals in mind.

If your CPA only hears from you in March, it's time for a different approach.

📌 𝗕𝗼𝗼𝗸 𝗮 𝗧𝗮𝘅 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗖𝗵𝗲𝗰𝗸𝘂𝗽 → 𝘄𝘄𝘄.𝘁𝗿𝘂𝘀𝘁𝗽𝗼𝗶𝗻𝘁𝗲𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝘀.𝗰𝗼𝗺

07/06/2026

Received an IRS CP2000 notice? Don’t panic.

A CP2000 is one of the most misunderstood IRS letters. It does not mean you’re being audited, and it does not automatically mean you owe what the IRS says.

It simply means their records show income that doesn’t match what was reported on your tax return.

Before you pay anything:

✔️ Review the notice carefully
✔️ Compare it against your records
✔️ Verify the IRS data is accurate
✔️ Respond by the deadline (usually 60 days)

Ignoring it can lead to additional penalties, interest, and a formal tax assessment.

And here’s the truth: IRS matching errors happen more often than people think.

At TrustPointe Financial Services, we help clients respond to CP2000 notices, correct discrepancies, and protect their position with the IRS.

📩 If you received one, don’t guess. Let’s review it.

07/03/2026

Most real estate investors focus on one thing: equity.

But wealth is built in two ways:
✔️ Equity growth
✔️ Tax strategy

The investors who scale faster and keep more cash know how to leverage both.

In this carousel, we break down 4 tax strategies every investor should understand:

• Cost Segregation
• 1031 Exchanges
• Real Estate Professional Status (REPS)
• Property-Level Bookkeeping

These are not advanced loopholes. These are foundational strategies that can significantly impact your bottom line.

If you own investment property and your tax strategy starts when your CPA asks for documents, you’re already behind.

📩 Message us to review your current structure.

07/01/2026

Most business owners think their books are “fine” — until they see what reconciled books actually look like.

Not because they don’t care.
Because no one has shown them the standard.

Reconciled books mean more than categorized transactions.

They mean:

✔️ Every bank account, credit card, and loan matched to the penny
✔️ Monthly closes completed on time — not rushed at tax season
✔️ Profit & loss reports you can actually trust
✔️ Balance sheets that support loans, growth, and better decisions
✔️ Tax prep that’s faster, cleaner, and more accurate
✔️ Audit-ready records if the IRS ever comes knocking
✔️ Real financial forecasting built on facts, not guesses

Clean books are not just compliance.
They are the foundation of cash flow, tax strategy, and long-term growth.

At Trust Pointe Financial Services, our full-cycle bookkeeping with catch-up cleanup available for prior years.

🎯 New clients receive **35% off their first month** with code: **BOOK35**

If your books are behind, messy, or unclear — now is the time to fix them.

06/29/2026

June is almost over.

Before the month closes, here is where things stand for new TrustPointe clients:

We limit new client engagements to five per month — not because of capacity, but because of commitment. Every TrustPointe client receives year-round attention from an advisor who knows their specific situation. That level of service requires limits.

What a new client engagement includes:

TAX PLANNING: Year-round strategic planning including entity optimization, depreciation strategy, 1031 exchange planning, REPS support, QBI analysis, and quarterly positioning.

TAX PREPARATION: Business returns, individual returns, multi-state filings, and Form 990 for nonprofits — all prepared and e-filed by an IRS-authorized provider.

BOOKKEEPING: Full-cycle monthly bookkeeping with reconciliations, P&L and balance sheet reporting, and catch-up cleanup for prior years if needed.

IRS REPRESENTATION: Power of Attorney representation for audits, back-tax matters, installment agreements, offers in compromise, penalty abatement, and levy/lien response.

Our guarantee: if we cannot find $1,000 in tax savings during your first strategic review — the assessment is free. No exceptions. No fine print.

New client promotion: 35% off first month of bookkeeping with code BOOK35.

06/26/2026

If your business generates $150,000 or more in annual profit, here are the five highest-impact legal tax strategies available to you right now:

STRATEGY 01 — S-Corp Election
Default LLC taxation applies 15.3% self-employment tax to every dollar of profit. An S-Corp election creates a salary and distribution split — only the salary bears SE tax. On $150,000 profit with $80,000 salary: ~$8,955 saved annually. Over five years: ~$44,775.

STRATEGY 02 — Solo 401k or Defined Benefit Plan
Up to $70,000 per year in pre-tax retirement contributions reduce your taxable income dollar for dollar. At a 32% effective rate, that is $22,400 in immediate tax savings. The plan must be established by December 31.

STRATEGY 03 — Cost Segregation (Real Estate Owners)
A cost segregation study on a $1M property can generate $100,000–$200,000 in accelerated depreciation deductions in year one. Most real estate investors have never had this conversation.

STRATEGY 04 — Section 179 Equipment Expensing
Equipment placed in service in 2025 can be fully expensed this year — up to $1.16M — instead of depreciated over five to seven years. Order now before year-end supply delays.

STRATEGY 05 — QBI Deduction Optimization
Qualified Business Income deduction allows eligible pass-through business owners to exclude up to 20% of qualified business income from federal tax. On $200,000 in qualifying income: $40,000 excluded. Most owners either miss it or claim it incorrectly.

All five windows are still open in 2025. But they close before December 31.

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

https://trustpointefinancials.com/

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