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TMS Updates

11/27/23 - TMS Office Hours Change...

11/27/23 - TMS Office Hours Change...

All TMS offices will close at 2:00 pm on Thursday, December 7th for an all-staff meeting.

Regular office hours will resume Monday, December 11th.

Holiday office closures:

Closed - Monday, December 25th

Closed - Tuesday, December 26th

Closed - Monday, January 1st

We apologize for any inconvenience.

8/22/23 - TMS Now Offers Assistance With Medicare, Medicare Supplements, Medicaid and ACA Marketplace

With Tax Management Services, Inc. by your side, you can immerse yourself in the joys of life while we handle your health insurance needs with precision and care. From ACA Marketplace insurance to Short-term Medical coverage, Medicare, and Medicare Supplements, we have the perfect solution waiting for you. 

Learn more

7/1/23 - Thank You For Voting Tax Management Services, Inc. *2023 Best Accounting Firm For The Best Of The Bay.

*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.

Tax Season Update

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 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