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Tom

The Tax Engineer

Jan

Relationship Manager

Our Approach

Our Mission

Our primary goal as financial professionals is to provide guidance to enable our clients to make informed financial decisions "when money matters matter the most," whether that's when the children are off to college, annually, at tax time, OR as you are funding for retirement!  We deliver only the highest quality work, and the proof is in the success of our clients and their TRUSTIMONIALS!

Our Story

Our Starting

Tom E de, as he's known by his friends, brings his clients 55 years of sales & training experience as a Financial Professional. His leadership traits started as early as his eighth grade year at Roosevelt Military Academy and he graduated as the Battalion Adjatant, as a Cadet 1st Lieutenant and President of the National Honor Society. Directly after graduation, he continued his education in the summer at Western Illinois University, but then enrolled in the fall quarter at Georgia Institute of Technology in Atlanta; changing to BlackHawk College and finally to Eckerd College in St Petersburg, FL. In the early eighties, after successfully building a scratch all-lines insurance agency in Moline, IL, he was awarded the distinct honor as the Nation's Top Marketing Office in Unimarc's Universal Life Blast Off campaign. For several years after that Congress kept issuing new tax rulings as TEFRA, DEFRA, and TAMRA to define the workings of UL. This required Tom to study the tax laws as they were passed to keep his selling agents legal in their marketing, placing him as a primary authority nationwide.

Now that Tom has a commanding knowledge of these products and services, you can count on him with his experience & expertise to provide: the Best Education at the Best Price in College; the Best Tax Return for the Self Employed/Home Based Business Owner; for College Students and their Parents; and the Best Tax Free Income at Retirement, at any age!  So call him at 813-638-1300!

Trustimonials

More than a "testimonial", trustimonials show that our clients truly trust our knowledge, expertise and business skills.

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Dave & Diane Waller

DRI LLC: Residental Renovation;

Waller Insurance Services

“Tom deGraffenried with Tax & Retirement Solutions has been instrumental in helping us with all of our tax needs for our newly formed Corporation and our personal taxes. He helped create a chart of accounts and showed us how to keep track of the many first year expenses and high startup costs. He is easy to work with & helps you understand what is needed to keep your books and taxes in legal order. Our previous year's tax bill was $9,000 prepared by a CPA. After going over all our business deductions, that were never claimed by the CPA, Tom refiled our return with only a $2,500 tax bill due. We highly recommend him for all your tax needs; he's always on time and reasonable!

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Patrick Lynch

Momentum Real Estate, LLC

Total Career Education, LLC

“I don’t know that I would call Tom a tax genius, but he’s about as close as they come! Tom has the knowledge and insight to find legal tax savings, taking money out of the government’s pocket and back into mine. That is an entrepreneur’s dream! Tom’s AI self-employed bookkeeping app and mileage tracker makes it simple and easy to make sure I take every deduction and I can read my P&L statement in real time, now that’s awesome!”

Mike & Julie Pippin

Michael & Julie Pippin

Level Seven Graphics, LLC

Pastor at Crossroads Church, Plant City

“Tom deGraffenried with Tax & Retirement Solutions has been a huge support for our business. He always goes above and beyond to make sure that every detail is  properly covered. Tom has helped us save more money than we could have ever imagined if we had done it on our own.

Now that Tom has added College Aid Solutions to his business we look forward to his services for our son who is about to make the journey. If Tom's past support flows through to his college services, we'll be very satisfied and relieved!

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C & C Towing 1

C & C Towing 1

Tom has been our tax preparer since we started our business a couple of years ago. He promptly engineered a set of accounts for us to use in our first two years' of operation. He is good at reviewing our figures to help us become profitable as soon as possible. We look forward to maintaining our relationship now that our business is booming!

So How Do We Get Started?

One of the best ways to do this is for YOU to call me and bring your last TWO (2) years' tax returns so I can review them for more deductions. Don't worry, if you made a mistake to your advantage, I don't report that. But if I think we can get a larger REFUND, I'll explain the procedure; so call me!

If you are looking to get information about the college funding, check with your school first to see if I already have a seminar booked for your school. Or give me a call at 813-638-1300; we'll set a private interview - but just remember, time is of the essence - your child is competing with the other students who want to go to THAT school!