Trinity Accounting Group

About

Trinity Accounting Group is a full-service Athens, Gerogia-based CPA firm.

Story

Trinity Accounting Group is a full-service Athens, Georgia based CPA firm that provides accounting, auditing, tax and information technology assurance and consulting services to clients throughout Georgia, the Southeast, and the United States. We currently have a staff of approximately 40 professionals including four firm shareholders.

Over the years, Trinity Accounting Group, formerly Thomas W. Scott & Associates (TWSPC) has earned the appreciation and respect of clients, peers and industry experts through hard work, technical expertise, and a heartfelt desire to provide excellence in service.

While service excellence is a claim made by many firms, it is important to know that at Trinity Accounting Group, this claim is not an empty promise. Trinity Accounting Group works to continually meet and exceed client expectations.

Mission

At Trinity Accounting Group we enjoy year round relationships with our clients. Such relationships have proven to be mutually beneficial because we are always up to date with our clients' needs. Tax planning and oversight occurs throughout the year allowing time for business and personal adjustments well before year's end. Therefore, we earn our clients' respect by allocating a significant portion of our time toward future planning instead of toward year end paperwork gathering.

We provide many services with the primary categories being:

Tax Planning & Compliance
Financial Reporting & Assurance
Estate, Gift & Trust
Business Consulting
Client Accounting Services

We service clients in a wide variety of industries including these main segments:

Real Estate
Music Business Management
Auto Dealerships
Medical Practices
Construction

Products

Tax Services

Trinity Accounting Group has the depth of experience and training to fully service your tax consulting and compliance needs.

We are made up of tax professionals with advanced degrees in taxation with many having prior experience with large international accounting firms. Our tax department is fully automated; and most tax returns are processed through advanced tax computer software, providing up-to-the-minute compliance with ever changing federal and state rules, regulations and rates. Our tax consulting is supported by the most advanced and most respected research tools available.

Trinity Accounting Group has built a solid reputation for delivering proactive and effective tax planning advice and return preparation services. On a year-round basis - not just at tax time - we provide solutions to help our clients build net worth and manage their tax obligations. We develop forward thinking strategies that allow our clients to take full advantage of the tax laws, and communicate them in an easy to understand manner.

Financial Reporting and Assurance

Business decisions are only as good as the information they are based upon. At Trinity Accounting Group we have a commitment to help our clients and the users of their financial statements improve the quality of such information.

We take a proactive and client involved approach to planning and implementing engagements. Financial statements users range from investors and owners to lenders and regulatory agencies. The financial statements we produce are done in a manner to be meaningful to both the management and the users of the financial statements. We work with both the client and the end users of the financial statements to determine what specific supplementary information should be attached for each specific engagement.

Trinity Accounting Group carefully considers each individual client to determine the appropriate level of service. Based on your current needs and long-term goals and the responsibility we have to investors, owners, lenders and our clients, we will work with you to determine the most appropriate level of assurance to be provided. Regardless of the level of service we provide, we will provide the client with any control weaknesses, fraud risks, or accounting issues that we identify

Estate & Trust

Trinity Accounting Group provides all aspects of Estate Planning and Estate & Trust Administration.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.

For business owners, providing for business continuity and succession of ownership is essential. Estate tax planning at Trinity Accounting Group involves reviewing each client's current estate tax situation - including wills and trust documents - and developing an estate tax plan that will maximize the assets available for passing on to future generations. In this process, we consider:

The needs of the surviving spouse
Charitable inclinations
Insurance needs
Protection of family businesses
Use of trusts and/or family limited partnerships, etc.
Lifetime gifting
Other estate tax minimization and asset protection strategies

Trinity Accounting Group will assist you in formulating a specific plan to provide that your estate passes to your heirs with minimal tax consequences.

Client Accounting Services

Client Accounting Services are customizable and can be tailored to fit your specific needs.

Trinity Accounting Group effectively and efficiently provides full service accounting including:

Private banking services
Payroll preparation
Accounts payable
Monthly financial statement preparation
Other personalized bookkeeping needs

The CAS group consists of trained accountants, bookkeepers, and support staff that are dedicated to providing the highest quality of service to a broad range of client industries. Trinity Accounting Group integrates these services throughout the firm with other practice areas such as tax preparation, financial planning and consulting. Through these integrated services we provide our clients the ability to effectively and efficiently manage their business needs.

Business Consulting

Having a team of qualified professional advisers is critical to the management of any business organization. At Trinity Accounting Group business consulting goes hand in glove with our other professional service areas. Our team will bring a customized and diversified approach to your business objectives.

Because of our year round business partnerships, we gain an understanding of your business from all angles - financial as well as cultural. We learn your employees and your systems and will help you develop a strategy that can be measured throughout your organization. We have years of hands-on experience in a wide range of industries and businesses. Our vision is on our clients' future.