| Capabilities Statement Link |
https://certify.sba.gov/capabilities/UJGDKD4BDHY7
|
| Phone Number |
850-877-9461
|
| Fax Number |
850-792-2785
|
| E-mail Address |
EWilliams@trinityglobalfinancial.com
|
| WWW Page |
www.trinityglobalfinancial.com
|
| E-Commerce Website |
-
|
| Contact Person |
ERICKA WILLIAMS
|
| County Code (3 digit) |
073
|
| Congressional District |
02
|
| Metropolitan Statistical Area |
8240
|
| CAGE Code |
7DEZ0
|
| Year Established |
2004
|
| Accepts Government Credit Card |
Yes
|
| Legal Structure |
LLC
|
| Ownership and Self-Certifications |
Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business, Economically Disadvantaged Women-Owned Small Business Joint Venture, Women-Owned Small Business, Woman Owned
|
| Business Development Servicing Office |
NORTH FLORIDA DISTRICT OFFICE (SBA office code 0491)
|
| Capabilities Narrative |
Bookkeeping for businesses and corporations
•On-site, Off-site and Virtual Bookkeeping
•Payroll Administration
•Invoice Processing
•Financial Statement Preparation
•Check Drafting and Ledger Entries
•Accounts Payable and Receivable Tracking
•Bank Reconciliations
Tax Preparation
•Individual Tax Return Preparation
•Form Completion and Filing (1096 & 1099)
•Identity Theft and Amended Tax Returns
•IRS Tax Collections and Resolutions
•Installment Agreements
•Penalty Abatement for fines resolving for the non-filing of W-2 and 1099
•Injured/Injured Spouse Allocation of Tax Refund
•Small Business Tax Returns (Schedule C)
•Corporate and Partnership Returns (1120, 1120S, and 1065)
Certified Masters in Microsoft Office Specialist to provide training's in Computer programs.
Enrolled Agent - expert in taxation empowered by the Department of the Treasury to represent taxpayers and company's before all levels of the IRS
|
| Special Equipment/Materials |
(none given)
|
| Business Type Percentages |
Service (100 %)
|
| Keywords |
Tax Preparation Services for Individuals, Partnerships, Small Business, and Corporations, Tax Resolution and Representation, Administrative, Management and Business Support Service, Enrolled Agent, Expert in taxation, Accounting Services, Bookkeeping Services, Payroll Administration, Invoice Processing, Financial Statement Preparation, Accounts Payable and Receivable Tracking, Bank Reconciliations, Check Drafting and Ledger Entries Reliable, Professional Confidential, Integrity
|
| Quality Assurance Standards |
(none given)
|
| Electronic Data Interchange capable |
-
|
Current Principals
| Name |
Ericka Williams |
| Role |
CEO |
|
SBA Federal Certifications
| SBA 8(a) Case Number |
C0062h |
| SBA 8(a) Entrance Date |
2016-02-26 |
| SBA 8(a) Exit Date |
2025-02-12 |
| HUBZone Certified |
No |
| Women Owned Certified |
No |
| Women Owned Pending |
No |
| Economically Disadvantaged Women Owned Certified |
No |
| Economically Disadvantaged Women Owned Pending |
No |
| Veteran-Owned Small Business Certified |
No |
| Veteran-Owned Small Business Joint Venture |
No |
| Service-Disabled Veteran-Owned Small Business Certified |
No |
| Service-Disabled Veteran-Owned Small Business Joint Venture |
No |
Bonding Levels
| Description |
Construction Bonding Level (per contract) |
| Level |
$0 |
|
| Description |
Construction Bonding Level (aggregate) |
| Level |
$0 |
|
| Description |
Service Bonding Level (per contract) |
| Level |
$0 |
|
| Description |
Service Bonding Level (aggregate) |
| Level |
$0 |
|
NAICS Codes with Size Determinations by NAICS
| Primary |
Yes |
| Code |
541213 |
| NAICS Code's Description |
Tax Preparation Services |
| Buy Green |
Yes |
|
| Code |
541214 |
| NAICS Code's Description |
Payroll Services |
| Buy Green |
Yes |
|
| Code |
541219 |
| NAICS Code's Description |
Other Accounting Services |
| Buy Green |
Yes |
|
| Code |
541611 |
| NAICS Code's Description |
Administrative Management and General Management Consulting Services |
| Buy Green |
Yes |
|
| Code |
541990 |
| NAICS Code's Description |
All Other Professional, Scientific and Technical Services |
| Buy Green |
Yes |
|
| Code |
561110 |
| NAICS Code's Description |
Office Administrative Services |
| Buy Green |
Yes |
|
| Code |
561410 |
| NAICS Code's Description |
Document Preparation Services |
| Buy Green |
Yes |
|
| Code |
561421 |
| NAICS Code's Description |
Telephone Answering Services |
| Buy Green |
Yes |
|
| Code |
561492 |
| NAICS Code's Description |
Court Reporting and Stenotype Services |
| Buy Green |
Yes |
|
| Code |
561499 |
| NAICS Code's Description |
All Other Business Support Services |
| Buy Green |
Yes |
|
| Code |
561990 |
| NAICS Code's Description |
All Other Support Services |
| Buy Green |
Yes |
|
| Code |
611420 |
| NAICS Code's Description |
Computer Training |
| Buy Green |
Yes |
|
| Code |
611430 |
| NAICS Code's Description |
Professional and Management Development Training |
| Buy Green |
Yes |
|
Export Profile (Trade Mission Online)
| Exporter |
No |
| Export Business Activities |
(none given) |
| Exporting to |
(none given) |
| Desired Export Business Relationships |
(none given) |
| Description of Export Objective(s) |
(none given) |
Performance History (References)
| Name |
Tallahassee Community College |
| Contract |
Accounting |
| Start |
2014-05-01 |
| End |
2015-06-30 |
| Value |
18,000 |
| Contact |
Patricia Manning |
| Phone |
850-201-8525 |
|
| Name |
Christ Presbyterian Church |
| Start |
2015-08-01 |
| End |
2017-07-30 |
| Value |
15,000 |
| Contact |
Heather Fuselier |
| Phone |
850-893-7472 |
|
| Name |
Accessible Transport, Inc |
| Start |
2014-05-01 |
| End |
2016-12-31 |
| Value |
5,000 |
| Contact |
Natasha Simon |
| Phone |
850-329-7506 |
|
| Name |
Mr. Appliance of Tallahassee |
| Start |
2014-10-15 |
| End |
2015-12-31 |
| Value |
3,900 |
| Contact |
Robert Bass |
| Phone |
850-296-3585 |
|
| Name |
Sanders Concrete and Masonry |
| Start |
2016-01-01 |
| End |
2020-12-31 |
| Value |
6500 |
| Contact |
Charlie Sanders Jr |
| Phone |
850-559-0201 |
|
| Name |
Hatch & Fly |
| Start |
2015-06-01 |
| End |
2016-12-31 |
| Value |
4,082 |
| Contact |
Audrey Copeland Bell |
| Phone |
877-425-6359 |
|
| Name |
Pro One Landscaping |
| Start |
2019-03-01 |
| End |
2021-12-31 |
| Value |
7,200 |
| Contact |
Marc Graves |
| Phone |
850-545-1188 |
|
|
