About
TRM Financial Solutions offers a broad range of services for private business owners, executives, and independent professionals.
With over 15 years of professional experience, our staff is knowledgeable in all tax matters, real estate, and mortgage transactions. We are a company that fulfills the requirements of a good practice. We are licensed and accredited to the appropriate entity. At TRM Financing, we are committed to our clients by providing reliable, efficient, and competent services.
Helping Clients save money!
Reviews
Karen E.
Frequently asked questions
What is your typical process for working with a new customer?
We provide Free Consultation either on the phone or video meeting using video conferencing platform for transparency. The goal is to verify and discover the requested service . Once agreed on retaining our servicesas a service provider, we will send an Invoice prior to starting the job. We have a secure portal that our customer is able to access to email and share documents safely as it is encrypted. There will be constant communication and we welcome questions anytime at no additional charge.
What education and/or training do you have that relates to your work?
Lynnette Stroeger, the Owner of the TRM Tax Solutions is a Tax Specialist with an Accounting Degree and her credential is CRTP which is California Registered Tax Preparer. CRTPs are specifically trained and registered annually on income tax matters, both federal and California, to qualify for re-registration. Lynnette has undergone a rigorous course curriculum and an examination specifically to Federal and California income tax law, procedure and preparation.