Business Details
Trusted Accounting and Tax Services in Fort Pierce, FL
TMI & Associates is a full-service accounting firm specializing in tax preparation, financial planning, and business advisory services. With decades of combined experience, our team of certified professionals stays at the forefront of evolving tax laws through continuous education and advanced technology. We serve individuals and businesses of all sizes, offering personalized solutions for tax returns, bookkeeping, financial statements, and strategic tax planning. Our commitment to accuracy, efficiency, and client education ensures clients receive tailored financial guidance to achieve long-term stability and growth. 
Services
Tax Preparation
Financial Planning
Bookkeeping
Business Valuations
Tax Problem Resolution
Payroll Services
Financial Statements
Highlights and features
- We offer 40+ years of combined experience in accounting and tax services.
- Our team participates in annual Continuing Professional Education courses for tax expertise.
- We utilize state-of-the-art accounting software for accurate financial analysis.
- Personalized service for individuals and small to mid-sized businesses.
- Proven track record resolving complex IRS and state tax issues.
Services
Tax Preparation
We prepare and file federal and state tax returns for individuals and businesses. Our services cover C corporations, S Corps, LLCs, partnerships, and sole proprietors. We focus on minimizing tax liabilities through strategic planning while ensuring compliance with current regulations.
Financial Planning
Our financial planning services help clients achieve retirement goals, fund education, and build wealth. We integrate tax strategies, investment analysis, and estate planning to create customized roadmaps for long-term financial security tailored to individual and business needs.
Bookkeeping
We provide computerized bookkeeping for businesses of all sizes using QuickBooks and Peachtree software. Services include monthly/quarterly financial reporting, budgeting support, and forecasting to maintain accurate records and inform strategic business decisions.
Business Valuations
We offer multi-dimensional business valuations for sales, buy-sell agreements, and insurance purposes. Our analysis considers financial performance, market conditions, and industry benchmarks to determine accurate valuations for small businesses across sectors.
Tax Problem Resolution
We assist clients with IRS and state tax issues including liens, levies, audits, and penalty abatement. Our strategies include Offer in Compromise, installment agreements, and innocent spouse relief to resolve back taxes while protecting client interests.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax returns, financial statements, payroll, and business valuations tailored to small businesses.
Do you help with IRS tax debt issues?
Yes, we specialize in resolving IRS tax problems through penalty abatement, installment agreements, and Offer in Compromise.
How can financial planning benefit my business?
Our financial planning identifies growth opportunities, improves cash flow, and creates tax-efficient strategies for business sustainability.
What areas do you serve?
We primarily serve Fort Pierce, Florida, with virtual services available for clients nationwide.
Can you assist with QuickBooks accounting software?
Yes, our QuickBooks Certified Pro Advisor provides bookkeeping support and training for businesses using QuickBooks.
