Finance & Tax Management Solutions

Specialties

Tax planning, tax preparation and bookkeeping for small businesses.

We specialize in solving and finding the best tax reduction strategies for:

Real Estate Agents

Ministers

History

Established in 1986.

In 1985 Rick moved to Placer County and discovered that many small businesses could not afford a full time controller to guide them in making wise financial planning decisions. He founded FTMS to provide those needed services.

Rick has over 20 years of servicing small businesses through their daily challenges that most CPAs and EAs only know in theory! His MBA training ties the individual disciplines of a business to a strategic whole for better planning; his training as a Certified Tax Coach helps you structure your business and/​or investments to legally keep more dollars from going to the IRS.

FTMS has helped many realtors strategize how to bring added value to their clients as well as reduce their own taxes.

FTMS also understands the tax complexities of the minister and has helped them navigate through the decision of whether or not to opt out of social security.