Tulsa, OK · Tax strategy & bookkeeping

Keep more of what you earn — by design, not by accident.

Most business owners overpay every year because no one showed them the strategies. Proactive planning changes that.

★★★★★ 5.0 on Google · Trusted by Tulsa business owners
The difference planning makesper year
Reactive filing — your tax bill$0
With proactive planning$0
What stays in your business $0
Illustrative · clients typically save $15K–$50K a year
15+Years guiding business owners
CPACertified, with tax-planning credentials
5.0★Rated on Google
$15–50KTypical annual savings per client
What we do

From tax confusion to financial confidence.

A smarter approach

The planning system we build with every client.

  1. 01

    Map what you qualify for

    Understand which deductions your business actually qualifies for.

  2. 02

    Right-size your structure

    See how your entity structure is shaping your tax bill.

  3. 03

    Apply the real strategies

    Learn the strategies most accountants never explain.

  4. 04

    Close the compliance gaps

    Identify gaps before they become liability.

  5. 05

    Systematize it

    Build a year-round planning system, not a once-a-year scramble.

  6. 06

    Grow what you keep

    Put actionable methods in place to protect and grow wealth.

From Tax Due to Tax Free by Alexander D. Small
Paperback117 pagesColor interiorDec 2025
The book

From Tax Due to Tax Free

How business owners at any level can become tax-free and build generational wealth — just like the 1%.

The strategies the wealthy use aren't locked away for millionaires — the same tax code is open to business owners at every level. Alexander Small lays out the framework in plain language, so you can start where you are and build from there.

  • The real reason most owners overpay — and how to stop
  • Entity structure, paying your kids, S-corp moves, and more
  • A path to tax-free wealth you can start small and scale
$30.63Paperback · ships in 3–5 business days via Lulu
Alexander Small, CPA — Trinity Tax Accounting Alexander Small, CPA
Meet your strategist

Fifteen years turning financial chaos into control.

Alexander has helped hundreds of business owners move their financial operations from chaotic to controlled — across real estate, e-commerce, professional services, and creative businesses — optimizing structure, building efficient bookkeeping, and developing proactive strategies that maximize profitability.

Trinity Tax Accounting is CPA-led, with credentials in tax planning and business advisory. The mission is simple: help business owners keep more of what they earn through smart, legal, sustainable strategy.

  • 15+ yrsServing small to mid-sized businesses
  • CPACertified, with advanced tax-planning credentials
  • AuthorFrom Tax Due to Tax Free — the framework, in print
In their words
They introduced me to cost-segregation strategies I didn't even know existed. First year working with them, I saved over $12,000.
Michael TorresReal estate investor
Good to know

Frequently asked questions.

Tax preparation, strategic tax planning, bookkeeping, audit support, and tax extensions — everything needed to keep your taxes handled year-round.

A meticulous review process — every detail double-checked, and our team stays current with the latest tax law so your return is accurate and compliant.

Contact us right away. We guide you through the process, represent you during the audit, and work to resolve any issues that come up.

It helps you make informed decisions, reduce your liability, and maximize savings using the deductions, credits, and strategies actually available to you.

Yes — we handle extensions so you meet IRS deadlines, avoid penalties, and get the time you need to prepare an accurate return.

Typically W-2s, 1099s, receipts for deductible expenses, mortgage interest statements, and records of other income or investments. Last year's return helps too.

Book a consultation

Grab 30 minutes with Alexander.

A focused look at your income, entity, and goals — and the strategies that could keep more in your business this year. $50, refunded in full when you become a client.

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Get in touch

Let's find what you're overpaying.

Ready when you are

Pick a time and talk strategy with Alexander — or grab the book and start on your own. Either way, the goal is the same: keep more of what you earn.

Pick a time