Season Updates

_{*This award is based on Tax and Accounting services, and is not reflective of the recipient's abilities as a financial consultant or advisor.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.}

We at Tax Management Services, Inc. are ready to help you get your tax return(s) filed.

There are several options for you to get your documents to your tax preparer:

• Drop off in person: Stop in to any office location and leave your documents with one of our receptionists or drop it into one of our no-contact drop boxes. (Luxemburg drop box only)
• USPS Mail/FedEx/UPS, etc.: Mail your documents to any office location.
• Email: Send your documents in a PDF format to your preparer any time.
• Secure Portal: Visit our secure portal at https://tmsmoney.securefilepro.com/portal/#/login and upload your documents to us.
  • If you do not have an account, you can use the "upload" prompt under the "Guest Exchange" option to send in your documents. 
• Virtual and phone appointments are an option for our clients. Please use one of the above methods to get your documents to us at least 2 weeks prior to your virtual or phone appointment. 

Please include our helpful Tax Organizer with your documents for your tax preparer.  2022 Fillable Tax Organizer

Our first priority is helping you take care of yourself and your family.

We are aware that Covid-19 and its variants are still a concern for many of our clients and will continue to disinfect our offices and wear a mask upon client request.

Virtual and phone appointments are an option for our clients who wish to have a no-contact meeting. Please use one of the above methods to get your documents to us at least 2 weeks prior to your virtual or phone appointment.