Tax and Trust Management Services
Tax and Trust Management Services
  • Home
  • Our Services
    • Financial Concierge
    • Income Tax Preparation
    • Trust and Estate Plans
  • Forms
  • Schedule An Appointment
  • FAQ
  • Tutorial Videos
  • Contact Us
  • More
    • Home
    • Our Services
      • Financial Concierge
      • Income Tax Preparation
      • Trust and Estate Plans
    • Forms
    • Schedule An Appointment
    • FAQ
    • Tutorial Videos
    • Contact Us
  • Home
  • Our Services
    • Financial Concierge
    • Income Tax Preparation
    • Trust and Estate Plans
  • Forms
  • Schedule An Appointment
  • FAQ
  • Tutorial Videos
  • Contact Us

Frequently Asked Questions

How long have you been practicing?

How do I know if you are the right firm?

How long have you been practicing?

For over 30 years, Todd Seymour and his staff have assisted thousands of clients to achieve their estate planning and income tax needs.  


After graduating from the University of South Florida with his B.S. in Accounting, Todd worked for a CPA firm handling everything from audits to Corporate and Individual Taxation.   He soon realized esta

For over 30 years, Todd Seymour and his staff have assisted thousands of clients to achieve their estate planning and income tax needs.  


After graduating from the University of South Florida with his B.S. in Accounting, Todd worked for a CPA firm handling everything from audits to Corporate and Individual Taxation.   He soon realized estate planning and taxation were his passion and left to work with local Estate Planning attorneys for over 22 years. 


Our firm serves clients and their families primarily in Florida, but have clients all throughout the U.S. 

How do you charge?

How do I know if you are the right firm?

How long have you been practicing?

Our first meeting will be a free discussion to see how we can best assist you.  


If we both decide to proceed after that conversation, you will have a complete understanding of the fee structure and  how long the process will take


For some services we charge by the hour, others by the workload depending on your individual goals

How do I know if you are the right firm?

How do I know if you are the right firm?

How do I know if you are the right firm?

Our goal is to make sure, regardless of the work we are performing, you have a complete understanding of what is involved.  


We believe that communication and trust are the two essential keys in every relationship.  


We are also available all year long, including most nights and weekends to accommodate your busy schedule.


Tax and Trust Management Services, LLC

28163 US Highway 19 N, Suite 202, Clearwater, FL 33761

727.465.3717

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