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TR Business & Tax LLC

5.0

(12) 12 reviews

4171 Lomac Street
Montgomery, Alabama 36106

Our Booking Policyhttps://docs.google.com/document/d/e/2PACX-1vTmyPtuHT2NM21rPdLAuCG67rqHQZscX7XCjTjm1eXIepFSnNCULMoE7YCcMORTU3rQaCHAJXBolOD1/pub

Services

Receiving a letter from the IRS can feel overwhelming—but you don’t have to face it alone. Our IRS Notification Consulting service helps you understand what the notice means, why you received it, and the exact steps needed to respond. We review the notice with you, explain your options in plain language, and help you prepare a response that protects your rights and avoids unnecessary penalties. (Separate fee to write the response.)

Tax Return Amendment Review

30 mins·

Mistakes on past tax returns can cost you money—or leave you at risk with the IRS. Our Tax Return Amendment Review service carefully examines your previously filed returns to spot missed deductions, incorrect reporting, or compliance issues. If an amendment is needed, we’ll guide you through the process to correct errors, maximize your refund, or minimize penalties. This service gives you clarity, peace of mind, and the confidence that your filings are accurate.

Tax Planning Assessment for Individuals

30 mins·

Preparing taxes isn’t just about filing forms—it’s about strategy. In this session, we’ll review your prior tax returns, gather the documents you need, and outline the steps for an accurate, efficient filing. We’ll identify opportunities for deductions, ensure compliance with current tax laws, and answer your specific questions so you know exactly what to expect. For individuals, that could mean retirement contributions, Roth conversions, or healthcare planning. This consultation sets the foundation for a smooth and stress-free tax season.

Tax Planning Assessment for Businesses

2 hrs·

Smart tax planning goes beyond filing—it’s about shaping your financial future. In this consultation, we’ll review your income, expenses, and current tax situation to uncover strategies that minimize taxes and maximize savings. For businesses, we’ll explore entity structuring, deductions, payroll strategies, and year-end timing. You’ll leave with a tailored action plan to reduce your tax burden and keep more of what you earn.

Tax Return Filing

30 mins·

Business Formation Session

1 hr·

Starting a business comes with big decisions—entity choice, tax setup, and financial systems that set the tone for growth. In this 1-hour session, we’ll walk through your goals, review the best structure options (LLC, S-Corp, Corporation), and outline the steps to register your business, set up bookkeeping, and stay compliant. You’ll leave with a personalized roadmap and the confidence to launch your business the right way.

Business Formation Multi-Session Package

1 hr·

Launching a business doesn’t happen in a single meeting—it’s a process. This 5-session package gives you ongoing support as you move from idea to execution.

Session 1: Entity formation & registration (LLC, S-Corp, Corporation)
Session 2: EIN, state tax accounts, and compliance setup
Session 3: Bookkeeping system & payroll setup (QuickBooks, Zoho, etc.)
Session 4: Tax strategy & record-keeping best practices
Session 5: Growth planning, funding options, and ongoing compliance review

By spreading this over multiple sessions, you’ll get step-by-step guidance, accountability, and the peace of mind that your business is built on a strong foundation.

Bookkeeping Review Session

1 hr·

Messy books can hide costly mistakes. In this review session, we’ll go through your current bookkeeping records, identify errors or gaps, and evaluate whether your accounts are being maintained properly. You’ll receive practical recommendations for improving accuracy, streamlining processes, and ensuring your financials are audit-ready. Perfect for business owners who want peace of mind and a clear financial picture.

15 Minutes Open Consultation

15 mins·

30 Minutes Open Consultation

30 mins·

1 Hour Open Consultation

1 hr·

Team

About

TR Business & Tax LLC helps individuals and businesses take control of their finances with expert tax planning, bookkeeping, and compliance services. We simplify complex tax strategies, provide clear guidance, and build personalized solutions so our clients can save more, grow faster, and make confident financial decisions year-round. No walk-ins, appointments only.

(904) 530-5431

info@trbtllc.com

https://www.trbtllc.com

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Reviews

12 reviews

NANDO DIPASQUALE
·
Daisey, She responded in 5 minutes, Handled all my questions in a professional matter, If I could give her 10 stars I would **********. Thank you again Nando
Stephanie S
·
I just had my first call with TR Business &Tax and they were efficient, and very helpful during the initial consultation. I look forward to working with them
Felicia reynolds
·
We have been with tr business tax for a few years now and has been the best decision we have made . We are well taken care of fast responses and affordable . Very thorough and takes care of us very well answers any questions we may have. It has been a delight working with them for our business and personal taxes . Highly recommended.
Jasmine Houston
·
Working with Daisy was easy and convenient. I live in Georgia and she assisted me virtually. She is very thorough and knowledgeable.
Emmanuel Enemchukwu
·
Working with Daisy has been an absolute relief during a stressful season. She guided us through filing our annual business returns with professionalism, even though we had a very tight turnaround. She didn’t just complete the filings, she also shared valuable resources tailored to small business owners like us. Those extra tools and insights will help us navigate the broader business landscape with more confidence.

We’re grateful for her support and highly recommend her to any small business looking for a dependable, proactive accountant.
Christina Uribe
·
We have worked with Trbusinesstaxxllc for our business needs and they have been amazing. Very thorough and to the point. Any questions we have they are always willing to answer. If you’re looking h for upfront and honest TR Business Tax is the place to go!!

Address

4171 Lomac Street Montgomery, Alabama 36106

TR Business & Tax LLC

5.0

(12) 12 reviews

Book

4171 Lomac Street Montgomery, Alabama 36106

Phone Email Website

TR Business & Tax LLC

Services

Tax Filing

Tax Return Filing

2025 Advance Loan Application

Tax Consulting

2025 Advance Loan Application

IRS Notification Review

Tax Return Amendment Review

Tax Planning Assessment for Individuals

Tax Planning Assessment for Businesses

Tax Return Filing

Business Consulting

Business Formation Session

Business Formation Multi-Session Package

Bookkeeping Review Session

Open Finance Consultations

15 Minutes Open Consultation

30 Minutes Open Consultation

1 Hour Open Consultation

Team

About

Gallery

Reviews

Address

TR Business & Tax LLC

TR Business & Tax LLC

Opening hours

Services

Tax Filing

Tax Consulting

Business Consulting

Open Finance Consultations

Team

About

Gallery

Reviews

Address

Opening hours