Grow Your Business. Shrink Your Tax Bill.

Smart tax & accounting for scaling service businesses.

If you’re a business owner earning up to $5M in revenue and tired of reactive accountants and surprise tax bills-TriStar Tax & Business Solutions offers a smarter path forward.

We help veterinarians, dentists, and service-based entrepreneurs like you build long-term tax strategies, streamline financial operations, and unlock real growth.

Who We Work With

Inspired by the story of Starbeem, we believe boutique firms shine brightest when their people thrive together.

Starbeem PEO gives small teams big-firm advantages-without the bloated systems.

Modern Law Firms

You’re managing fast-moving client work, complex billing, and a growing team. But HR? Not your favorite case. We help small-to-mid-size law firms streamline admin, protect partners’ time, and give associates a reason to stay.

High-Margin Consultancies

You run lean, hire smart, and deliver big results. But benefits and compliance still slow you down. Starbeem supports high-performing firms with elite coverage, fractional CFOs, and no-bloat systems that keep your people happy.

Boutique Brokerages & Property Groups

Whether you’re scaling a brokerage or managing properties, your team matters. We help people-first firms support agents, admins, and ops teams with simple, smart payroll and benefits solutions.

Why Choose Signature Financial?

At Signature Financial, we’re not just number crunchers — we’re strategic financial partners who bring clarity, control, and confidence to your business finances.

- Clarity You Can Trust

Get accurate, real-time insights into your financial position so you’re never left guessing.

- Custom Strategies for Growth

We build tailored financial roadmaps aligned with your unique business goals.

- Proactive Financial Leadership

Stay ahead with our forward-looking approach that helps you scale with precision.

- Simplified Systems

We replace spreadsheets with smart, streamlined systems to manage your operations better.

Born on a Moonbeam. Built for Business.

Inspired by the story of Starbeem, we believe boutique firms shine brightest when their people thrive together.

Starbeem PEO gives small teams big-firm advantages-without the bloated systems.

Guaranteed Payroll

Set-it-and-forget-it reliability with guaranteed on-time pay for your team.

Elite Health Plans

No age or medical restrictions. Provide premium health coverage without the complexity of traditional insurance models.

Growth Support

Optional fractional CFO support and compliance guidance-built for the unique needs of boutique firms ready to scale.

What Our Client Says

Sarah Maria

TriStar helped me save over $40K in taxes and gave me the clarity I needed to plan ahead with confidence. It feels like I finally have a real partner in my business.

Jannie T.

Before TriStar, I was winging it with taxes. Now, I have a plan, better cash flow, and total peace of mind.

Dr. Jeremy

I didn’t realize how much I was overpaying until I worked with TriStar. The strategy they gave me paid for itself within months.

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Maximize Efficiency and Profitability with TriStar's Expert Financial Guidance.

At TriStar, we offer tailored financial solutions to elevate and streamline your business operations, ensuring compliance, growth, and financial health with our expert services.

FAQs

Your Questions Answered: Quick Insights on Our Services.

Do I need to switch accountants to work with TriStar?

Nope. Many of our clients keep their current bookkeepers or CPAs. We focus on high-level strategic planning - ensuring you’re structured to save more and scale smarter.

Do you specialize in veterinary and dental businesses?

Yes. We’ve worked extensively with both industries and understand their unique tax codes, overhead challenges, and growth cycles.

What’s included in the free strategy session?

A 30-minute deep dive into your business structure, current tax approach, and growth goals. You'll walk away with real insights even if we don’t end up working together.

How long before I start seeing results?

Many clients begin to see tax savings and clearer financial structures within the first 30–60 days. It depends on your current setup and how quickly you implement changes.

Can I talk to someone before signing up?

Absolutely. That’s what the strategy call is for - no pressure, no pitch. Just clarity on whether we’re the right fit for your growth goals.

Is this only for U.S.-based businesses?

Yes, we currently only serve businesses based in the United States, with a focus on those operating under LLCs, S-Corps, and partnerships.

Ready to Take Control of Your Financial Future?

Start making confident financial decisions today. No matter where your business stands, Signature Financial has the right CFO services to support your growth and goals.