As a client of TMI Group, LLC, you have the following options for the preparation of your 2023 tax returns:
Please be sure to have them in a sealed package with TMI Group written on the front.
- You may mail them to us at PO Box 102 Confluence PA 15424
- You may upload your documents to the client portal on the website: www.tmigroupllc.com
- You may drop them off at the following locations:
710 Oden St Confluence PA 15424
200 Brush Run Rd Suite A Greensburg PA 15601
In person appointments must be scheduled in advance by calling (814) 395-5567 or (724) 858-3213 or with any questions.
Download the TMI Booklet for the 2023 Tax Season. Please endorse the pages in the back to authorize us to do your tax work and submit with your tax docs.
- TMI Personal Engagement Letter (Fill-In)
- TMI Personal Engagement Letter
- TMI Business Engagement Letter (Fill-In)
- TMI Business Engagement Letter
- TMI Additional Services Engagement Letter (Fill-In)
- TMI Additional Services Engagement Letter
- TMI Due Diligence Questionnaire (Fill-in)
- TMI Due Diligence Questionnaire (PDF)
- TMI Income Tax Checklist (Fill-In)
- TMI Income Tax Checklist (PDF)
- TMI Client Update Form (Fill-In)
- TMI Client Update Form (PDF)
This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.
