Why Tax Management Services, Inc.?

Tax Management Services has been developing relationships with clients for over 25 years. Our consultants and advisors specialize in taxes, investments, retirement planning, accounting, mortgages, health and life insurance. 

We welcome the opportunity to address your unique financial needs and assist you in achieving your monetary goals. We listen to our clients' needs, objectives and dreams.

Whether you are a new or returning client, we appreciate your business so call to schedule an appointment today at one of our convenient locations in De Pere, Green Bay or Ashwaubenon.

You will never be another number at Tax Management Services.


If you haven't made your tax appointment now is the time. Call our office to schedule an appointment at your convenience. Click here to print the 2017 Tax Organizer to help you prepare for your appointment.


Where is my refund? Use the link below or download the mobile app to check the status of your refund.  

IRS - Where's my refund?

Wisconsin - Where's my refund?



Are you interested in a complimentary no obligation financial review from one of our trusted advisors?
Contact us with your questions and let us know what services interest you. If you would like to get things started and need to know what information to gather; please use our financial questionnaire to help you prepare for the meeting. You can bring this with you to your appointment.
Most people need to update their financial plan each year to keep up with changes in everyday life.