Tax Experts At Your Service
Tax Preparation and Financial Services for Central Florida (Plant City Headquarters) Zoom Interviews Available & CPA Retained for Review, If Ordered!
Tax Preparation
We can assist with a competent tax return for an individual, through a $5M corporation; with emphasis on SBO* & HBB** clients.
* SBO – Small Business
** HBB – Home Based Business
Do-It-Yourselfers
For ANYBODY filing their own taxes – your children; grandchildren; college students working summer jobs.
Accounting & Payroll
Economical sharing of bookkeeping services using my software with access from your side to clarify data questions. Call for rates. $50 – $150/month – not $1000’s at the end of the year (based on # transactions periodically).
Debt Elimination
Pay off ALL debt: auto loans; credit cards; mortgages; student loans and plan for future purchases: new car; rental property; marriage; etc. Highly recommended to insurance agents, real estate agents/brokers, & mortgage brokers!
About Tax & Retirement Solutions
At Tax & Retirement Solutions, LLC, we believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.
We provide a variety of services including Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, QuickBooks® setup, support and training, Business startup services, Monthly bookkeeping, Financial statements – making sure your financial records are timely and accurate.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.
Professional Service
Tax & Retirement Solutions, LLC can offer a full range of accounting services while giving you the individual attention that you need. Jan is my personality to direct your calls with accuracy in getting you to the right answers, scheduling appointments and getting the info you asked for. She becomes your eternal FRIEND with the first contact.
Years of Experience
I’ve done my own taxes ever since I started my own business in 1969, while in western Illinois. Tom at (logo – T&RSllc) has volumes of experience working through IRS audit strategies and financial issues. We guarantee that your business is in good hands at all times.
Serving Your Business
Tax & Retirement Solutions, LLC & TEEde Financial Group provide support in all areas of business consulting. Let our team guide you with a financial strategy that leads to business growth and success. This includes proper and experienced tax planning for your retirement – showing MAXIMUM tax FREE income!!
OUR STAFF
Jan deGraffenried
Tom deGraffenried
Tom started his tax career in Illinois working with many of his insurance agencies before they started incorporating, and dripple in the farm field since he was in John Deere territory. Once he moved to Florida, he hasn’t worked with farmer one because he saw a much more needed field of construction contractors offering Return of Premium Disability Income, then building their TAX FREE income at retirement. He finally applied for government registration when he managed one of the many Jackson-Hewitt Tax offices while living in Sarasota.
Testimonials
DRI LLC: Residental Renovation Contracting Company
“Tom DeGraffenried with Tax & Retirement Solutions has been instrumental in helping us with all of our tax needs for our newly formed Corporation. He helped create a chart of accounts and showed us how to keep track of the many first year expenses and high startup costs. He is just what we needed to help streamline this overwhelming process. He is easy to work with and helps you understand what is needed to keep your books in legal order. We highly recommend him for all of your business accounting and tax needs. He is always available and very reasonable.”
– Dave and Diane Waller
Home Momentum Real Estate, Broker/Realtor® “I don’t know that I would call Tom a tax genius, but he’s about as close as they come! Tom has the knowledge and insight to find legal tax savings, taking money out of the government’s pocket and back into mine. That is an entrepreneur’s dream! Tom’s self-employed bookkeeping app and mileage tracker makes it simple and easy to make sure I take every deduction and I can read my P&L statement in real time, now that’s awesome!”
– Patrick Lynch
