Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
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.
Bookkeeping Services for Businesses
TSM understands how time-consuming small business bookkeeping can be to any business. Your time is valuable as a business owner. Generating revenue and maintaining your business takes time. Having your books up to date on a regular basis is part of having a successful business. We will keep your books in order, provide timely reporting and be your partner in preparing and providing your financials. We will provide you with all the financial reports and information you need to maintain and grow your business. While you may see it as outsourcing your bookkeeping operations, we see it as having a partner at the table who works for you and with you when it comes to ensuring timely reporting and best practices.
Our bookkeeping services will help your business stay on top of reconciliations, tax payments and reporting, payroll and other necessary services. Partnering with TSM for your bookkeeping services brings a partner to the table that specializes in small to medium sized businesses bookkeeping. You can be assured that the work is being done timely, correctly, and at an affordable rate.
Property Assessment Appeals
Property taxes are expensive and sometimes a result of being over assessed. We help homeowners reduce their property tax bills by challenging the assessment issued by the town/municipality. As assessment specialist, we work to obtain the maximum reduction in your assessment as allowed by law. We will do a complete review of your assessment at no charge. If it is determined that an appeal should be filed, we proceed at no cost to you. While we cannot guarantee the outcome of any individual case, our fees on all assessment appeals are strictly contingent on a reduction in your assessment, thus a reduction in your property taxes. We charge no upfront or hidden fees and never seek reimbursement for any laid-out expenses if an assessment reduction is not achieved!