Business Details
Trusted Accounting and Tax Services in Fort Pierce, FL
TMI & Associates is a full-service accounting firm dedicated to providing comprehensive financial solutions for individuals and businesses. With decades of combined experience in tax preparation, financial planning, and business advisory services, our team stays at the forefront of evolving tax laws through continuous professional education. We leverage state-of-the-art technology to deliver accurate, efficient, and cost-effective services tailored to each client's unique needs. Our expertise spans individual and corporate tax return preparation, bookkeeping, business valuations, and strategic financial planning. We prioritize personalized service, ensuring clients receive actionable insights to optimize their financial health. By maintaining membership in national accounting associations, we remain informed about industry advancements to better serve our community.Our commitment to transparency and client education empowers informed decision-making, whether through tax minimization strategies or business profit analysis. We serve clients in Fort Pierce and surrounding areas, offering both in-person and virtual consultations. Our proven track record of preparing thousands of tax returns demonstrates our dedication to precision and compliance. For businesses seeking growth, our profit acceleration services identify untapped revenue opportunities within 45 minutes. At TMI & Associates, we combine technical expertise with personalized attention to build long-term client relationships.
Services
Tax Preparation
Bookkeeping
Financial Planning
Business Valuations
Tax Resolution
Payroll Services
Profit Analysis
Financial Statements
Tax Forecasting
IRS Representation
Highlights and features
- We maintain membership in national accounting associations for ongoing professional development
- Our team uses state-of-the-art accounting software for accurate financial reporting
- Proven track record preparing thousands of individual and business tax returns
- Offer virtual consultations and online financial management tools for client convenience
- Provide 45-minute business profit analysis to identify immediate revenue opportunities
Services
Tax Preparation
We prepare and file federal and state tax returns for individuals and businesses. Our services cover all entity types including corporations, partnerships, and sole proprietorships. We ensure compliance with current tax regulations while identifying legitimate deductions to minimize tax liability.
Bookkeeping
Our bookkeeping services maintain accurate financial records for businesses of all sizes. We offer monthly, quarterly, and annual reporting using QuickBooks and Peachtree software. Certified Pro Advisor Margaret Sama provides specialized support for system implementation and staff training.
Business Valuations
We conduct comprehensive business valuations for sale/purchase transactions, buy-sell agreements, and insurance purposes. Our multi-dimensional approach considers financial performance, market conditions, and industry-specific factors to determine accurate business worth.
Tax Resolution
Our tax resolution services address back taxes, liens, and penalties. We negotiate installment agreements, offers in compromise, and currently not collectible status with tax authorities. We develop strategies to resolve tax debt while protecting client assets.
Financial Planning
We provide holistic financial planning covering retirement, education funding, and estate planning. Our services integrate tax strategies with investment management to help clients achieve long-term financial goals. We offer personalized planning tools and calculators for informed decision-making.
People
Margaret Sama
QuickBooks Certified Pro Advisor
Certified accounting professional specializing in small business bookkeeping systems. Expertise in QuickBooks implementation and staff training for improved financial management.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, business valuations, and profit analysis services tailored to small businesses.
Do you handle both individual and corporate tax returns?
Yes, we prepare federal and state tax returns for individuals, corporations, partnerships, LLCs, and S corporations.
Can you help with IRS tax debt problems?
We offer tax resolution services including installment agreements, offers in compromise, and penalty abatement for IRS debt issues.
What financial planning tools are available?
We provide online financial calculators, retirement planning tools, and personalized financial planning consultations for individuals and businesses.
How do you stay current with tax law changes?
Our team participates in annual continuing professional education courses through national accounting associations to maintain expertise in tax law updates.
