Business Details
Your Trusted Tax & Financial Partner in Mississippi
At TCL Financial & Tax Services, we are dedicated to providing comprehensive financial and tax preparation solutions for individuals and businesses. Our team of highly trained advisors and professionals is committed to delivering insightful, reliable, and up-to-date advice tailored to each client's unique needs. Unlike many tax preparation companies that operate seasonally, we remain open year-round to ensure continuous support for our clients.With four conveniently located offices across Mississippi, we offer over a dozen financial services and have earned an A+ Rating from the Better Business Bureau. Our mission is to become the industry leader in financial and tax preparation services nationwide by prioritizing client satisfaction and fostering a team-oriented culture that values expertise, integrity, and community engagement.
Services
Tax Preparation
Financial Planning
Notary Services
Audit Assistance
Back-Year Filings
Highlights and features
- We offer year-round tax and financial services, not just seasonal support
- Our team includes certified tax advisors with specialized IRS audit expertise
- We maintain an A+ rating with the Better Business Bureau for exceptional service
- Four convenient Mississippi locations with flexible appointment scheduling
- We provide comprehensive financial education through our tax advisor training program
Associations and certifications
- Better Business Bureau
Services
Tax Preparation
Our comprehensive tax preparation services cover federal, state, and local tax returns for individuals and businesses. We specialize in complex filings, including self-employment income, rental properties, and small business taxation. Our certified advisors ensure compliance with current tax codes while maximizing legitimate deductions and credits.
Audit Assistance
We provide expert representation and documentation support for IRS and state tax audits. Our team prepares detailed records, communicates with tax authorities, and develops resolution strategies. We offer free audit assistance to existing clients and charge a small fee for new clients requiring this specialized service.
Financial Planning
Our financial planning services include budgeting techniques, debt elimination strategies, and retirement planning. We help clients create personalized financial roadmaps that address short-term needs and long-term goals. Our advisors provide ongoing guidance to help clients achieve financial stability and growth.
Notary Services
We offer certified notary services for various legal and financial documents. Our notaries public are trained to verify identities, witness signatures, and maintain proper documentation. This service supports clients with mortgage transactions, legal agreements, and other official document requirements.
Tax Advisor Training
Our tax advisor training program prepares individuals for careers in tax preparation. The course covers federal and state tax codes, software applications, and client consultation techniques. Graduates receive certification and potential employment opportunities within our network of tax service locations.
People
Tim C. Lee
CEO & Founder
Tim C. Lee founded TCL Financial & Tax Services with a vision to provide accessible financial education and tax services. He hosts 'The TCL Show' on WMPR 90.1 FM, sharing financial insights with Mississippi listeners. His leadership emphasizes community engagement and professional development.
Katherine Thompson
Franchisee & Office Manager
Katherine Thompson advanced from tax advisor to franchisee over 15 years. She manages the Byram, Mississippi location and holds a Bachelor of Business Administration in Accounting. Her expertise includes tax preparation, client relations, and business development.
Karen Williams
Office Manager
Karen Williams leads as an office manager with over a decade of experience. She holds multiple degrees including a Master of Science in Business Management. Her background combines tax advisory services with educational leadership, serving clients in financial planning and tax compliance.
Charity Brown
Office Manager
Charity Brown oversees operations with expertise in tax preparation and client services. She earned a Bachelor of Science in Computer Science and Applied Mathematics, bringing analytical precision to financial advisory work while managing office operations effectively.
Veronica James
Office Manager
Veronica James provides leadership with experience in sociology and executive administration. As an office manager, she combines tax advisory expertise with community engagement, supporting clients through comprehensive financial solutions and personalized service approaches.
Questions
Do you offer tax services outside the traditional tax season?
Yes, we operate year-round to provide continuous tax and financial services, including audit assistance and back-year filings.
What tax preparation certifications do your advisors hold?
Our advisors complete internal training programs and maintain up-to-date knowledge of federal and state tax regulations through continuous education.
Can you help with past due tax returns?
We specialize in filing back-year tax returns and resolving delinquent tax situations with appropriate documentation and submission processes.
Do you offer financial education resources?
Yes, we provide tax advisor training programs and financial literacy resources covering budgeting, debt management, and retirement planning.
Are your notary services available for business documents?
Our certified notaries handle both personal and business document certifications with proper verification and record-keeping procedures.
How can I check my tax refund status?
We provide tools and guidance to check federal and state refund statuses through official IRS and state tax authority portals.