Tripple Financial Services

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Tax Return Preparation, Accounting Services, Financial Planning Consultants

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Tomorrow: 9:00 am - 10:00 pm

17 Years

in Business

(281) 398-1717Call Visit WebsiteVisit Website Map & DirectionsDirections19790 Saums RdHouston, TX 77084 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Sat:	9:00 am - 10:00 pm

Tripple Financial Services

Tax Planning
Creation of family limited partnerships (FLP’s) and family limited liability companies (FLLC’s) with gift transfer strategies. Establishment and implementation of sophisticated “estate freeze” techniques. Utilization of “Dynasty” trusts for multi-generational legacies and generation skipping tax planning. Establishment of private family foundations and charitable estate and gift vehicles. International estate planning for dual citizens, foreign trusts and international estate tax analysis.

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More Info

Extra Phones

Phone: (281) 647-2828

Neighborhood

Westlake Forest

Other Links

http://www.tripplefinancialservices.com

http://tripplefinancialservices.com/contacts.html

Categories

Tax Return Preparation, Accounting Services, Financial Planning Consultants, Financial Services, Insurance, Loans, Payroll Service, Taxes-Consultants & Representatives

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10/03/2018

Overall

Expertise

Professionalism

I have been going to Larry for several years now and he is the best. He has saved me so much more money than my last tax person.

Details

Phone: (281) 398-1717

Address: 19790 Saums Rd, Houston, TX 77084

Website: http://www.tripplefinancialservices.com

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Tripple Financial Services

Tax Planning
Creation of family limited partnerships (FLP’s) and family limited liability companies (FLLC’s) with gift transfer strategies. Establishment and implementation of sophisticated “estate freeze” techniques. Utilization of “Dynasty” trusts for multi-generational legacies and generation skipping tax planning. Establishment of private family foundations and charitable estate and gift vehicles. International estate planning for dual citizens, foreign trusts and international estate tax analysis.
Estate Taxes
Tax Services
Real Estate Taxes
Income Tax
Tripple Financial Services, one of the nations largest tax and mortgage specialized firm with over ten years experience in helping individual clients and businesses with Income tax Mortgage, bookkeeping, payroll and sales tax... more..
Tax Deferral
Tripple Financial Services, including income tax planning, estate tax planning, gift tax planning, retirement planning and capital gains tax planning. Tax projections, and tax counseling. Tax planning and strategies for corporations, businesses, real estate owners and high net worth individuals. Consideration of federal, state, and multi-state tax planning issues. Tax reduction, tax deferral and tax compliance planning. International tax planning.
Capital Gains Taxes
Real estate planning and tax strategies for investment, purchase, sale, rental and development. Creation of limited liability companies, limited partnerships and real estate joint ventures. Formation of limited liability company, limited partnership and parent and holding company structures for investment and rental real estate. Evaluation, counseling and planning for real estate sale and capital gains tax using charitable remainder trusts (CRT’s), IRC 1031 deferred like kind exchanges, installment sales, and other deferral techniques. Drafting of installment sale contracts, lease options, purchase contracts, and commercial and residential leases.
Tax Return Preparation
Design, creation and qualification of retirement and benefit plans. Creation and design of qualified retirement plans to include profit sharing plans, 401(k) plans, defined benefit pension plans, cross tested plans, cash balance plans, and employee stock ownership plans (ESOP's). Design and implementation of non-qualified plans to include executive compensation plans, supplemental executive retirement plans (SERP’s), top hat plans, deferred compensation plans, stock bonus plans, phantom stock plans and non-qualified retirement plans. Creation of both non-qualified stock option plans and qualified incentive stock option plans (ISO’s). Creation of health and welfare benefit plans. Pension plan administrative services including licensed pension actuarial services. Pension actuarial calculations, analysis, design, tax compliance and pension tax return preparation to include Form 5500 and PBGC filings. Qualified Domestic Relation Orders (QDRO’s) and retirement plan asset valuation and division in dissolution of marriage.

Accounting Services
Tripple Financial Services oversee the auditing of public companies, protecting the interests of investors and the public in the preparation of informative, fair and independent audit reports. We provide you with assistance in all your tax, financial, and business affairs — assistance that will improve your total financial well-being.
Payroll Services
Bookkeeping Services

Retirement Planning
Living Trusts
Estate planning and tax savings strategies for high net worth individuals and sophisticated estates. Creation of trusts to include revocable living trusts, charitable remainder trusts (CRT’s), charitable lead trusts (CLT’s), special needs trusts (SNT’s), grantor retained annuity trusts (GRAT's), irrevocable grantor trusts (IGT's), irrevocable life insurance trusts (ILIT's), qualified personal residence trusts (QPRT’s), qualified terminable interest property trusts (QTIP’s) and qualified domestic trusts (QDOT’s). Estate tax, gift tax and generation skipping transfer tax analysis, projection and reduction strategies.
Charitable Remainder Trusts
Charitable Lead Trusts
Asset Protection
The personnel of Tripple Financial Services consist of well-educated and experienced mortgage and tax specialists. The background and training of each professional is critical to the overall effectiveness of the practice and seasoned staff with experience in corporations, estates and trusts, pensions and benefits, real estate, asset protection and tax controversy work one on one with clients.

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