The tax & bookkeeping partner built for self-employed professionals and small businesses

Trident handles your taxes, books, S-Corp, and payroll — so you can focus on running your business. Serving the San Francisco Bay Area and clients nationwide.

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Experienced tax professionals QuickBooks Online ProAdvisor Flat monthly pricing Year-round support

Everything your business finances need, under one roof

Stop juggling a tax preparer, a bookkeeper, and a payroll company. We bring it all together.

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Tax Preparation & Planning

Individual, partnership, and S-Corp returns (1040, 1065, 1120-S) prepared with care and reviewed line by line — plus proactive planning so there are no April surprises.

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Monthly Bookkeeping

Clean, accurate books in QuickBooks Online. Transaction categorization, reconciliations, and monthly financial statements you can actually use.

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S-Corp Formation & Support

We form your S-Corp, set up payroll and reasonable compensation, and handle the ongoing compliance — so you keep more of what you earn.

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Payroll Support

Owner payroll setup, quarterly filings, and W-2s handled — including the reasonable-salary analysis the IRS expects from S-Corp owners.

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Quarterly Estimated Taxes

We calculate your federal and California estimates each quarter so you never overpay or get hit with underpayment penalties.

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IRS & FTB Notice Response

Got a letter from the IRS or California FTB? We respond on your behalf, resolve issues, and pursue penalty abatement where available.

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Self-employed? An S-Corp could save you thousands every year.

As a sole proprietor, every dollar of profit is hit with 15.3% self-employment tax. With an S-Corp election, you pay yourself a reasonable salary and take the rest as distributions — which aren't subject to self-employment tax.

We handle the entire process: entity review, S-election filing, payroll setup, bookkeeping, and the 1120-S return.

See If an S-Corp Fits You

Example: $150,000 net profit*

Sole proprietor SE tax ~$21,200
S-Corp payroll taxes ($80k salary) ~$12,240
Potential annual savings ~$8,900

*Illustrative only. Actual savings depend on your income, reasonable salary, and additional payroll/compliance costs. We'll run your real numbers in a free consultation.

Getting started is simple

1

Book a free consultation

A 30-minute call to understand your business, your current setup, and where you're leaving money on the table.

2

Get a flat-rate plan

No hourly billing surprises. You'll get a clear monthly price covering exactly what your business needs.

3

We get your finances in order

We clean up your books, set up QuickBooks Online, handle entity and payroll setup, and build your tax plan.

4

Relax, year-round

Monthly books, quarterly estimates, annual returns, and a tax pro you can actually reach when questions come up.

$8,900+
Avg. potential S-Corp savings*
100%
Professionally prepared returns
12 mo
Year-round support, not just April
1
Point of contact for taxes, books & payroll

Trusted by business owners across the Bay Area

★★★★★

"Eugene moved me from a sole proprietorship to an S-Corp and the tax savings paid for his services several times over. Wish I'd done it years ago."

Freelance Software Consultant San Francisco, CA
★★★★★

"My books were a mess of spreadsheets and shoeboxes. Now everything is in QuickBooks, reconciled monthly, and tax season was painless for the first time ever."

Restaurant Owner Oakland, CA
★★★★★

"I got an IRS notice that terrified me. Trident responded, got the penalty abated, and explained everything in plain English the whole way through."

Real Estate Investor San Jose, CA

Common questions

Who do you work with?

Freelancers, consultants, gig workers, tech professionals with RSUs and equity, real estate investors, and small businesses — typically sole proprietors, LLCs, S-Corps, and partnerships. We're based in the SF Bay Area and work with clients nationwide.

How much does an S-Corp actually save?

It depends on your profit and what a reasonable salary is for your role. As a rule of thumb, S-Corps start making sense around $80,000–$100,000 of consistent net profit. We'll run your actual numbers — for free — before recommending anything.

I'm behind on bookkeeping. Can you catch me up?

Yes. Catch-up and cleanup bookkeeping is one of our most common engagements. We'll rebuild your books in QuickBooks Online, reconcile every account, and get you tax-ready — whether you're 3 months or 3 years behind.

Do you replace my current bookkeeper or work with them?

Either. Many clients move everything to us for a single point of contact, but we're happy to collaborate with your existing bookkeeper and handle just the tax side.

What software do you use?

QuickBooks Online for bookkeeping and Intuit ProConnect Tax for return preparation — they integrate directly, which means cleaner data and fewer errors on your return.

Ready to stop overpaying on taxes?

Book a free 30-minute consultation. We'll review your situation and show you exactly what you could save — no pressure, no obligation.

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