Simplifying Taxes for Individuals, Families, and Businesses
Taxes can quickly become complicated—especially if you have multiple income sources, investments, retirement accounts, or a business. At TMS Financial, our goal is to simplify the process while helping you identify opportunities to reduce your tax liability.
Our team takes a thoughtful and proactive approach to tax preparation. By looking at your complete financial picture, we work to identify strategies that can help you manage taxes efficiently today and plan effectively for the future.
Comprehensive Approach
We look beyond the tax return to understand your full financial situation.
Year-Round Preparation
Tax preparation doesn’t stop after filing season. Our team is available throughout the year to help you prepare for upcoming tax changes and opportunities.
Experienced Professionals
Our team has extensive experience preparing for individual, business, nonprofit, and estate tax situations.
Personalized Service
We take the time to understand your needs and provide guidance tailored to your situation.
Review
We begin by discussing your financial situation and reviewing your prior year’s tax return to better understand your circumstances.
Prepare
Once we gather the necessary information, we prepare your tax return and file electronically for efficiency and accuracy.
Monitor
We track the status of your return until it is officially accepted and address any issues if they arise.
Plan
We review your return together and identify potential deductions and strategies that may help reduce your tax liability in the future.
Year-Round Tax Preparation
Effective tax preparation can help reduce your tax burden and prevent surprises during tax season. Our team is available throughout the year to review your situation and identify opportunities to improve your tax strategy.
Whether you want to check your projected tax liability midyear or explore strategies to minimize taxes, we are here to help.
Tax Services
- Year-Round Tax Preparation and Planning
- S-Corp and C-Corp Taxes
- Individual and Estate Taxes
- Small Business, Sole Proprietor, Rental and Farm Taxes
- Non-Profit Taxes
- Maximizing Deductions
- Referral Program
Competitive and Transparent Fees
We strive to offer competitive pricing for professional tax preparation services. In many cases, our fees are lower than national tax preparation firms while providing personalized service and experienced guidance.
We also offer discounts for educators and select local corporations.