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TM Financial Services - Trust & Estate Tax Professionals
TM Financial specializes in Fiduciary accountings & tax services for
Estates & Trusts and also offers accounting, bookkeeping, tax
preparation and Controller/CFO services for individuals and small
businesses. Among the services we provide are:  Because CPAs and other financial professionals are intimately involved in their client's personal financial affairs, they can authoritatively advise clients on estate planning and taxation matters. However, as this area contains very unique issues beyond those encountered in business & individual taxation, it demands very specific knowledge and experience. TM Financial specializes in fiduciary income taxes as well as estate & gifts taxes. As such, we are positioned to understand and react to the many recent changes in the laws governing trust & estate taxation. Now, it is more important than ever to have the guidance of a qualified specialist to lead one through the tangle of complex regulations and analyze valuable strategies for maximizing your financial potential. |
 Professional Designations:• Certified Specialist in Estate Planning• CPA - NJ (26 Years) • MBA Education: Rutgers, The State University of NJ 
The Certified Specialist in Estate Planning is a designation program
developed by the National Institute for Excellence in Professional
Education in partnership with Surgent McCoy CPE, LLC, a recognized
leader in continuing education for tax and financial professionals. The
Institute has developed stringent requirements for attaining and holding
these designations. Live seminar versions of the courses are offered by
many state CPA Societies. |