Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Our certified professionals take good care of each of our clients finances. Our staff is experienced and knowledgeable in all tax matters from Federal issues to California, Arizona, Idaho, Iowa, Maryland, New York, New Jersey, North Carolina, and as well as other states. We are registered CTEC Agents with the IRS and an authorized IRS e-file provider.

We offer reasonable and competitive prices and we are currently offering a 25% discount to all new clients with a free consultation.

Click here to download the Tax Organizer

How to maximize your tax return

» Download and fill out our Free tax organizer
» Provide your previous Income Tax Return for comparison.
» Use our Tax Checklist to insure you bring the right files
» Bring the above documents for your appointment

Save Time, Use our online services, its easy…
» Fax the above requested documents to our office fax: 669-777-6850 or
» Scan and email them to us.

TRM Financing, is a small family oriented tax firm. We have been providing competent tax service to the public with over 10 years of professional experience. We are experienced in all matters of taxation, IRS problem resolution for individuals and business tax returns.