About Us

Welcome to Trident Financial Services, LLC, where expertise meets family values.

Meet the heart behind our operations: Jennifer Lovett, alongside her husband Joseph, and Jennifer's Brother Bill Rhines. With nearly two decades of collective experience in tax preparation, spanning businesses, trusts, and personal taxes, the Trident team brings unparalleled insight into the complexities of tax management.

We're not just another faceless corporation – we're a family-owned business dedicated to serving our community. Operating 16 conveniently located franchise tax preparation centers, there's no tax scenario we haven't encountered.

But we're not just about taxes. We understand the needs of small to medium businesses, which is why we offer comprehensive bookkeeping and payroll services. Led by Ryan Bagley, our accounting department brings over a decade of expertise in corporate structuring to maximize your tax benefits while staying firmly within the bounds of legality and ethics.

What sets us apart? All three of our owners – Bill, Ryan, and Jennifer – are Enrolled Agents with the IRS. Plus, Jennifer's recent graduation from the esteemed Mark J Kohler Tax Pro Network signifies our commitment to staying at the forefront of tax planning and strategies.

At Trident Financial Services, we're not financial planners or attorneys – we're tax experts through and through. Trust us to navigate the complexities of tax laws and regulations with precision and care. Your financial success is our top priority.

Experience the Trident difference today.

Mission Statement

Values Statement: Integrity

Mission Statement

At Trident Financial Services, LLC, our mission is to empower individuals and businesses to achieve financial success through expert tax planning, preparation, and financial management services. We are committed to delivering personalized solutions tailored to our clients' unique needs, backed by decades of experience and a dedication to excellence.

Vision Statement

Values Statement: Integrity

Mission Statement

Our vision at Trident Financial Services is to be the premier provider of comprehensive financial services, trusted by individuals and businesses alike for our expertise, integrity, and commitment to client success. We strive to continuously innovate and adapt to evolving financial landscapes, ensuring that our clients are always one step ahead in achieving their financial goals.

Values Statement: Integrity

We uphold the highest ethical standards in all our interactions, earning the trust and confidence of our clients through honesty, transparency, and accountability. Expertise: With nearly two decades of experience and a team of seasoned professionals, we deliver unparalleled expertise in tax planning, preparation, and financial management services. Client-Centric: Our clients are at the heart of everything we do. We are dedicated to understanding their unique needs and goals, providing tailored solutions and personalized service to help them achieve financial success. Continuous Improvement: We are committed to staying at the forefront of our industry, continuously expanding our knowledge and skills to better serve our clients and adapt to changing financial landscapes. Community Engagement: We believe in giving back to the communities we serve, supporting local initiatives and organizations to make a positive impact and build a stronger, more prosperous future for all.

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About Us

Welcome to Trident Financial Services, LLC, where expertise meets family values.

Mission Statement

Values Statement: Integrity

Mission Statement

Vision Statement

Values Statement: Integrity

Mission Statement

Values Statement: Integrity

Values Statement: Integrity

Values Statement: Integrity

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