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“I highly recommend TRS for their exceptional tax services. Cathy, in particular, has been a pleasure to work with. She goes above and beyond to ensure a smooth and efficient tax preparation process. TRS's expertise and customer service are truly outstanding, and I'm grateful for their assistance with my taxes.“
9AM - 5PM
955 Mt Hermon Rd, Salisbury“I spoke with Alex to figure out next steps with my 401k after leaving the company it was through. She was succinct and ensured I understood everything discussed. She was pleasant to speak with, happy to help, and made the process easy as pie. I had no idea what I was doing, and I walked away feeling confident in my understanding of the options and choices I made. Thanks again, Alex!“
8AM - 5PM
1801 Sweetbay Dr, Salisbury“A year ago, We converted our portfolio management to a new local team , with the intention of combining investment policy/decisions with tax management. We are very pleased with the team of Gigi LeKites, Dan O'Connell and Kyle Banks. They are very knowledgeable, professional, and excellent to work with. Our regret is that we did not do it sooner! You cannot go wrong with their expertise. Dr. Peg and Dan“
8:30AM - 5PM
955 Mt Hermon Rd, Salisbury“After paying an exorbitant amount of taxes, the firm who aggregated my return reached out to me stating I owed even more! I decided to have another firm, TGM Group, look at my taxes. At first glance, everything looked okay; however, Betsy really spent a lot of time going the extra mile to find a handful of discrepancies. I filed an amendment and received a refund for thousands of dollars. I will never let another firm touch my taxes. Five stars to TGM Group!“
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