Broker Check

COVID-19 UPDATE

We are monitoring the Covid-19 Pandemic closely and following CDC recommended guidelines to keep our staff and clients safe.  The pandemic has been a moving target and we are certain there will need to be adjustments made to our policies along the way.  We will share these changes with you as they occur.

What does “open” mean for us at this time?

o  We continue to offer face-to-face appointments with our clients. The following procedures are currently in place for these appointments.

o   Masks are required to enter the building and are available for any client that does not have one of their own.

o   All TMS employees will be wearing masks to greet clients and during your meeting.

o   There are shields at the reception desks and in each office.

o   Appointment times are staggered for time to sanitize between meetings.

o   We ask that you limit the number of people attending the meeting to two persons.

o   There will be no magazines, coffee or water provided at this time.

o   We also offer appointments via phone conference or Zoom meetings if you prefer not to meet face-to-face.

o  We sanitize all common areas and offices regularly. Hand sanitizer and masks are available to you during your visit. Tax Management Services, Inc. will continue to provide you with the same level of service you have come to expect and deserve.


STIMULUS CHECK UPDATE:

If you are looking for an update on your stimulus check please check this website. If you have moved, had a balance due for 2018/19, never put direct deposit information on your return, we highly recommend checking the website and confirming they don't need any additional information. Would include Banking/Direct deposit information specifically. It will speed up the process in getting your funds to you.

Stimulus Check Payment Info

For those that don’t have a filing requirement and are not on some sort of Social Security payments or Railroad retirements please see this link to enter the payment information in.

Non-Filers Payment Info


SPECIAL ALERT: 

Please know that we are doing everything we can to ensure smooth processes for our clients in this unpredictable time.  We appreciate everyone’s flexibility and understanding as we work to meet the upcoming deadlines for our clients and strive to continue the level of customer service our customers have come to expect and deserve.

In the meantime, if you have any questions about the COVID-19 stimulus check, the CARES Act, Families First Act or options for businesses please use the links below. We are continuously monitoring these items and will provide updates in the links below as they come. 

Individuals

Business