At Trident Financial Services, LLC, we pride ourselves on delivering exemplary financial solutions tailored to a discerning clientele. We recognize the unique demands of high-end tax clients and are committed to exceeding expectations with our suite of services. Our team of dedicated professionals is well-versed in the complexities of financial management, ensuring your assets and transactions are handled with the utmost precision and care.

Our Services

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Tax Planning and Preparation

 With nearly two decades of experience in tax preparation across  businesses, trusts, and personal taxes, Trident Financial Services is your trusted partner in  navigating the intricate world of taxes. Led by our expert team – Jennifer Lovett, Ryan Bagley,  and Bill Rhines – all Enrolled Agents with the IRS, we offer unparalleled expertise and  personalized service. From individual returns to complex business filings, trust Trident to handle  your taxes with precision and care.

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Bookkeeping

Running a business is complex enough without worrying about bookkeeping. Let Trident Financial Services ease your burden with our professional bookkeeping services. Led by Ryan Bagley, our accounting department boasts over a decade of experience in corporate structuring, ensuring that your finances are managed ethically and legally. From accounts payable to financial reporting, we've got you covered.

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Entity Creation and Setup

 : Starting a new business venture? Trust Trident Financial Services to  guide you through the process of entity creation and setup. Our team understands the nuances of  business structures and will work with you to establish the entity that best suits your needs.  Whether you're forming an LLC, corporation, or partnership, we'll ensure that your entity is set  up for success from the start.


 At Trident Financial Services, we're more than just tax experts – we're your partners in financial  success. Contact us today to learn how we can support your financial goals.

What to Expect

At Trident Financial Services, LLC, we believe that clarity, transparency, and communication form the bedrock of a successful partnership. When you choose to entrust your financial affairs with us, you're not just gaining a service provider; you're aligning with a partner dedicated to the prosperity of your financial landscape. From our initial consultation, we endeavor to understand the nuances of your unique financial situation, goals, and concerns. Our approach is holistic, considering every facet of your financial well-being, to tailor solutions that resonate with your aspirations.


Each interaction with our seasoned team promises a blend of professional acumen, personalized attention, and confidentiality. Our commitment is to guide you through our processes step by step, ensuring you are informed, comfortable, and confident in the decisions made. With Trident, you can anticipate timely updates, clear explanations, and responsive service. As we navigate the intricacies of financial management together, you'll find in us a steadfast ally, always aiming for the zenith of excellence and integrity. With Trident, expect nothing less than exceptional.

Your financial future deserves a winning strategy. At Trident Financial Services, LLC, we cut through the noise and give you clear, actionable solutions to protect, grow, and maximize your money.