(561) 680-3445 Book a tax savings call

CPA firm · Palm Beach Gardens, Florida

We help you keep more of what you make.

Proactive tax planning and accounting for small business owners across the USA. TRM works on your taxes all year long, not just at tax time, so the bill you get in April is one you planned for.

Book a free tax savings call Call (561) 680-3445

Free consultation with the TRM CPA team. Business owners, executives and independent professionals.

Tyler McBroom, CPA, founder of TRM CPA, speaking on stage in a blue blazer
Tyler McBroom, CPAFounder & CEO, TRM CPA
  • Intuit QuickBooks QuickBooks ProAdvisor firm
  • Certified Public AccountantsFounded by Tyler McBroom, CPA
  • Year-round planningNot just at tax time
  • NationwideSmall business owners across the USA
  • PGA BoulevardOffice in Palm Beach Gardens, FL

Proactive tax planning

Most firms see you once a year. TRM plans with you for all twelve.

There is more to taxes than filling out forms at tax time. TRM works with you all year long to lower your tax bill, so by the time you file, the savings are already locked in. Why give the IRS a free loan?

Typical preparer
The TRM year
  1. Jan Recordkeeping that meets IRS requirements
  2. Feb Every credit and deduction you deserve
  3. Mar Business returns filed on time
  4. Apr Individual returns, no surprises
  5. May Cash-flow and budget review
  6. Jun Mid-year projections
  7. Jul Paycheck withholding check-up
  8. Aug Entity and payroll review
  9. Sep Retirement and pension deferrals
  10. Oct Tax-exempt income opportunities
  11. Nov Year-end moves while they still count
  12. Dec A plan for next year, ready
Start your proactive year How TRM plans your taxes

Business services

One firm for the books, the payroll and the plan.

A blend of personal service and expertise for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly.

For your business

Business services

The numbers you need to make decisions, without hiring a full finance team.

  • Small business accounting

    Financial statements, cash-flow and budget reports, sales and use tax, systems setup and internal controls.

  • Payroll

    Direct deposit, payroll tax compliance and e-filing, W-2s and 1099s, with a dedicated payroll specialist.

  • Part-time CFO

    Forecasting, payables and receivables, cash-flow guidance and strategic tax planning, at a part-time cost.

  • Business advisory

    Growth strategy, performance metrics, entity selection, projections, financing and expansion decisions.

For your books

QuickBooks

Setup, training, answers and a tune-up from a QuickBooks ProAdvisor firm.

  • Setup and training

    Get QuickBooks configured for how your business actually runs, and learn to use it.

  • Tune-up and answers

    Clean up a file that drifted, and get straight answers when something looks wrong.

Who we help

Built for people whose income doesn't fit a simple return.

Business owners

Accounting, payroll and a part-time CFO for small businesses, with tax planning built into the books instead of bolted on in April.

Executives

Withholding that matches your real situation, retirement and pension deferrals, and investments that produce tax-exempt income.

Independent professionals

Self-employed and 1099? Recordkeeping that meets IRS requirements and a plan so tax time is not a surprise.

Second Look review

Did last year's return leave money on the table?

Today's tax laws are so complicated that it is easy to overlook deductions and credits you are entitled to, even with tax software. Ask TRM for a Second Look at what you filed.

Request a Second Look

  1. Send a note

    Tell us what you filed last year and what changed. No documents needed to start.

  2. We review it

    A TRM CPA looks for missed credits, deductions and planning moves.

  3. Get a plan

    You hear what we found and what a year-round plan would look like. You decide from there.

About TRM

Built to empower small business owners.

“Our purpose at TRM CPA is to empower small business owners to build the life of their dreams. One of the most effective ways we do that is through proactive tax planning, to minimize the tax our clients pay.”

Tyler McBroom, CPAFounder & CEO

From an office on PGA Boulevard in Palm Beach Gardens, TRM's team serves small business owners across the USA. Inside, it's a fast-paced, high-growth, fun environment that is different from your typical CPA firm.

Talk with the TRM team Careers at TRM

The TRM core values

  • IntegrityWe do what's right over what is easy.
  • OwnershipWe take initiative and accept responsibility.
  • HumilityWe stay humble and open-minded to new ideas.
  • TeamworkWe value people over numbers.
  • PositivityWe face challenges with optimism.
  • ExcellenceWe go above and beyond in all we do.
  • GrowthWe strive to be better every day.
  • AwesomenessWe create fun and a little weirdness.
Read the firm profile

Free resources

Answers between calls.

Guides, tools and deadlines from the TRM tax center, free to use any time of year.

Questions

Straight answers before you book.

Still deciding?

Ask the TRM team directly and get a free consultation.

Book a free call Call (561) 680-3445
Do you only work with clients in Palm Beach Gardens?

No. TRM CPA is based on PGA Boulevard in Palm Beach Gardens, Florida, and provides proactive tax planning and accounting services for small business owners across the USA.

What is the difference between tax preparation and tax planning?

Preparation records what already happened. Planning happens all year, not just at tax time: TRM reviews your withholding, sets up IRS-compliant recordkeeping, uses pension and retirement plans to defer tax, and looks for tax-exempt income so you keep more of what you make.

Is the first consultation free?

Yes. You can book a free TRM CPA Tax Savings Call online or call (561) 680-3445 to talk through your situation.

Can TRM help if I already have a problem with the IRS?

Yes. If you find yourself on the wrong side of the IRS, TRM CPA can help you resolve your tax problems.

Do you offer payroll and part-time CFO services?

Yes. TRM handles payroll (direct deposit, payroll tax filings, W-2s and 1099s) and offers part-time CFO services including forecasting, cash-flow guidance and strategic tax planning.

Do you work with QuickBooks?

Yes. TRM is a QuickBooks ProAdvisor firm and offers QuickBooks setup, training, tune-ups and answers to day-to-day questions.

Meet the founder

Hear it from Tyler before you book.

A short intro from Tyler McBroom, CPA, on how TRM's tax assessment looks for savings most returns miss. Watch it and you'll know exactly who you'd be working with.

More from Tyler on YouTube
Tyler McBroom, CPA

Your next step

Keep more of what you make, starting this year.

Book a free tax savings call with the TRM team, or pick up the phone. Either way, you'll talk with people who plan your taxes all year, not just in April.

Final call Call (561) 680-3445 Talk to TRM today Book Free tax savings call  Pick a time that works for you

3801 PGA Boulevard, Ste. 600, Palm Beach Gardens, FL 33410 · support@trm.cpa · Contact page