Triana & Co.Financial Services
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Serving clients nationwide from Miami

Tax preparation and bookkeeping, held to a higher standard.

Triana & Co. prepares individual and business tax returns and keeps the books for the companies we serve. Every engagement runs through a private client portal, so your documents and your progress are always in one secure place.

Founded by Emily Triana and Rocio Triana

What we do

Three practices, one relationship. Your personal return, your business returns and your books are handled by the same team.

See all prices

Individual & family returns

From $185

Federal and state returns for individuals and families, from a single W-2 to self-employment, rental property and investments.

  • A guided questionnaire that only asks what applies to you
  • Wages, 1099 income, investments and retirement distributions
  • Self-employment and rental income
  • Catch-up filing for up to six prior years
Start a personal return

Business returns

From $400

Returns for sole proprietors, LLCs, partnerships, S corporations and C corporations, with every business you own in one account.

  • Schedule C, Form 1065, 1120-S and 1120
  • Partner and shareholder K-1s
  • A separate file for each business
  • Coordinated with your personal return
Start a business return

Bookkeeping

From $250/mo

Books kept in order throughout the year, so your financial picture is current and your return starts from clean numbers.

  • Bank and credit card reconciliation
  • Profit and loss statements and balance sheets
  • General ledger and trial balance
  • Records ready for tax season
Ask about bookkeeping

How an engagement works

Everything happens in your client portal, at your own pace. Most clients finish their part in a single sitting once their documents are at hand.

  1. 1

    Open your account

    Create a secure login and choose the tax years you need, including any you're catching up on.

  2. 2

    Answer the questionnaire

    Questions adapt to your situation, so you only see what applies to you. Your progress saves as you go.

  3. 3

    Upload your documents

    W-2s, 1099s, receipts and statements go straight to your private file, organized by year.

  4. 4

    We prepare your return

    Your return is prepared and reviewed by our team. Follow its status in your portal through to filing.

Your information, kept private.

Tax documents carry the most sensitive details of your life and your business. Our client portal was built to protect them from the first upload.

Private document storage
Files are kept in private storage and opened only through secure links that expire after a few minutes.
Access limited to you and our team
Each client can only ever see their own returns and documents. This is enforced by the database itself.
Two-step sign-in for our staff
Team accounts need a password and a code from a separate device before any client file can be opened.
Encrypted connections
Every page and every upload travels over an encrypted connection.

The firm

Triana & Co. is led by its founders, Emily Triana and Rocio Triana. Reach either of them directly with questions about your return, your business or your books. Most of our clients are in the Miami area, and we work with clients across the U.S. by phone, video and our client portal.

Contact us or request a quoteBook a call

Emily Triana

Founder

Rocio Triana

Founder

Begin your return

Setting up your account takes a few minutes. You can save your progress and return whenever you like.