About Us
Trio Tax is a specialized tax preparation service focused on catering to the needs of small business entities and the individuals that run them. We aim to simplify the tax process for those just getting started, or just looking to simplify and have a tax professional take care of their IRS and state filings.
Trusted by Small Businesses
Our Beliefs
Trio Tax believes that micro businesses are the engine of our country, that the owner oftentimes wears so many hats, taking on countless roles to make her business run smoothly. Almost every business out there, large and small, started as a micro business, an idea that someone had. We want to take the burden out of the tax part of this for you, so that you can simply spend the day doing what you're passionate about, and what you're creative in.
Who We Are
Trio Tax is led by Vik Vad, Enrolled Agent, and supported by a close-knit network of experienced tax professionals, preparers, and bookkeepers. While Vik oversees and manages all client relationships personally, we collaborate with trusted partners behind the scenes to ensure clients receive responsive, reliable service throughout the tax season and beyond.
We’re building Trio Tax with intention — combining the personal attention of a boutique firm with the reliability and flexibility of a modern practice. Whether you’re an individual, a growing business, or an established entity, you can count on direct support with the resources to handle a variety of client needs.
Vik Vad
Founder / Small Entity Tax Specialist
