Taxes

• Tax Planning
  Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
• Charitable Giving
  It is your responsibility to maintain, in your records, the documentation necessary to support the data used in preparing your tax returns, including but not limited to the auto, travel, entertainment, and related expenses and the required documents to support charitable contributions, regardless of the amount. It is also your responsibility to carefully examine and approve your completed tax returns before signing any signature authorization forms. We are not responsible for the disallowance of doubtful deductions or inadequately supported documentation, nor for resulting taxes, penalties and interest. We will rely, without further verification, upon information you provide to us from 3
• Tax Services
  Welcome to the Email Updates area of Tax Management Services website. Email Updates is Tax Management Services way of taking advantage of the digital world to keep you better informed. By providing us an e-mail address we can...
• Income Tax
  The Internal Revenue Services imposes penalties on taxpayers, and on us, as return preparers, for failure to observe due care in reporting for income tax returns. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom we prepare tax returns to confirm the following arrangements.
• Tax Return Preparation
• Business Tax Return Preparation
  Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, we've prepared small and mid-size businesses Federal and State tax returns for both services and manufacturing company clients. The fees charged by Tax Management Services for business returns vary according depending on the complexity of the return being prepared. The more forms involved in a tax return, the more complex the return, the more time and attention the taxpayer's situation requires and the higher the fees.

Investment

• Mutual Funds
  Money market mutual funds almost always provide a better rate of return without much more risk. While Money Market Mutual Funds are not FDIC insured, the accounts have been in existence since the early 70's with virtually no losses.

Accounting

• Accounting Services
  Tax Management Services offers professional services for individuals and corporate clients. Services include but are not limited to tax preparation, bookkeeping, payroll services, financial review, and management consulting for retailers, wholesalers, manufacturing, service companies and other related industries. We offer personalized Enrolled Agents (EA) services. Enrolled Agents are specialists that are experienced in Solving Tax Related Collection Problems by representing the taxpayer before the Internal Revenue Service on tax matters. Our Enrolled Agents specialize in Settling Back Taxes, Offers in Compromise, Delinquent Tax Returns, IRS payment plans, 941 Payroll issues, Levies, and Garnishments, Removal of Federal Tax Liens, Audit representation, as well as giving tax advice, tax preparation for individuals, corporate, and other entities with tax reporting requirements. Services are tailored to each client’s individual needs or issues. Annual participation in Continuing Professional Education courses offered by local chapters of tax associations and other major tax software vendors keeps this firm on the "leading edge" of ever-changing tax law methods. Our mission is to provide the best personalized, professional, quality and accurate tax preparation services possible to individuals and corporate clients.
• Payroll Services
  Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.
• Bookkeeping Services
  Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major software programs including Quickbooks and Peachtree.

Planning

• Financial Planning
  Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools.