T & S Financial and Tax Services
T & S Financial and Tax Services
Registered Tax Return Preparers and Professionals LLC
Registered Tax Return Preparers and Professionals LLC
Your Trusted Tax Professionals
Your Trusted Tax Professionals
Established in 2012, T & S Financial and Tax Services is dedicated to providing support to our clients through proven tax debt relief strategies. Our team of tax specialists in Tucson, Arizona has more than 20 years of experience in the field. Together, we work hand in hand to achieve the highest level of customer satisfaction and exceed our clients’ expectations.
We specialize in assisting clients reduce their tax debt, stop wage garnishment and bank levies, and remove property liens. Additionally, we offer accurate and affordable tax preparation services to both individual taxpayers and small business owners.
Our team is comprised of tax specialists who assist hundreds of taxpayers every year with complex issues and other concerns, guaranteeing each client peace of mind. All in all, we are your go-to company for any of your tax needs. If you have further comments or questions, feel free to contact us via phone or email.
Why Choose Us
Our tax petitioners and certified public accountants have completed all continuing education requirements. All CPAs must adhere to the requirements set by the State Board of Accountancy of the states where their licenses are held. These requisites vary from state to state.
Meanwhile, our registered tax return preparers must follow the continuing education requirements of the Internal Revenue Service (IRS) in compliance with tax laws and ethics. A minimum of 15 credit hours conducted by an IRS-approved continuing education provider are also completed annually by our tax associates.
Rest assured that T & S Financial and Tax Services keeps up to date with changing tax laws and topics in order to deliver excellent customer service experience to all clients.
Meet Our Team
Tracy M. Lomax
Tax Specialist III, Human Resource Specialist, and Tax Adviser
Professional Experience:
Office Manager II With 19 Years of Experience in Technology and Business Management
With Industry Experience in the Following Fields:
Business Administration & Management
Behavioral Health
Health Care
Personal Consultation
Retail Sales
Education:
140 hours of Tax Preparation and Application Courses, H&R Block
Certified Care Giver Level I, II, and III, Care Search Vocational Training
Areas of Expertise:
- Registered New York Tax Professional
- Individual Taxpayer Identification Number (ITIN) Application
- Home Ownership, Purchase, or Sale
- Cancellation of Debt Income
- Healthcare Expenses (e.g. Medical and Dental)
- Charitable Donations
- Vehicle Expenses
- Retirement Income
- Small Business, Sole Proprietor, or Self-Employed Income
- Amended Returns
- Depreciation
- Tax Planning
- Bookkeeping and Accounting Services
Hometown: Born in Edwards, Mississippi and hailed from Los Angeles, California; lived in Tucson, Arizona from 1997 to 2016
Hobbies: Hiking, reading books about empowerment, spending time in the family, volunteering in the community and the theater, doing physical activities, and learning more about history, math, and different languages
Why She Prepares Taxes: “I am passionate about taxes and deem it important to convey that emotion to my clients by assisting them in getting the maximum refund or the lowest tax liability they are entitled to by law.
I pride myself in improving my knowledge by taking 10 to 15 tax courses each year. I am continually staying abreast the current laws and credits through online research and study so that I can meet my individual clients’ demands. I work with my clients to understand their specific situation and help them plan for the following tax season so that we do not meet any unexpected surprises.
Coming from a small town in the south, I understand the importance of education. This is why I do not just provide my clients with services but also teach them how to keep better records and to plan for the upcoming season. Through this, I believe I am paving their road toward financial success.”
Her administrative assistant skills go hand in hand with her customer service capabilities. Whether you meet Perlita face to face or through phone or email, she will maintain and develop a positive working relationship with you to ensure positive client experiences.
Stacey M. Lomax
Tax Professional III, Office Manager, and Tax Adviser
Stacey has more than 10 years of experience in tax preparation. She has been a proficient office manager with a decade of experience in the retail tax service industry. Her major responsibilities include:
- Administrative Management Support
- Client Retention
- Marketing
- Customer Complaint and Claims Assistance
- Appointment Management
- Employee Scheduling
- Employee Performance Evaluation
- Annual Recruitment and Training of New Associates
Stacey possesses excellent communication and computer skills as well as an ability to work independently or as part of a team. She is always able to meet project deadlines and has multicultural awareness with a high level of adaptability.
Education:
Certificate of Completion, H&R Block Tax School
Diploma in Legal Secretary, Brookline College
Phlebotomy Technician Certification, Pima Medical Institute
Non-Degree Applicable Course in Early Childhood Development, Southwest Community College
Hometown: Born in Edwards, Mississippi; hails from Los Angeles, California; and currently resides in Tucson, Arizona for the last 20 years
Hobbies: Spending time with family and friends, reading fictional, action, and crime misery novels, volunteering in the community and church, and taking walks in the park
Why She Prepares Taxes: “I am passionate about providing quality tax services to my clients. I achieve this by ensuring that they get the maximum refund or lowest tax liability that they are entitled to by law.
The tax and financial industry has allowed me to better assist individuals in understanding tax laws and planning for their financial future. I try to relay to all my clients the importance of tax planning and being in compliance with the tax laws.
Growing up in the intercity of Los Angeles, California, I have seen family and friends lose their homes. Some senior citizens are also unable to pay for medicines and hospital bills, all because they didn’t plan for life’s unexpected events. This made me think about my financial security as well as my children’s.
Most individuals are not financially secure due to their lack of knowledge about the importance of financial planning. This is why I have dedicated the past 10 years of my life educating people on planning and understanding IRS tax laws and how they can work for or against you.
If you are looking for a tax specialist with the knowledge, expertise, and concern for her client’s financial life and tax situation, email me today and schedule your appointment with me.”