Integrityour services[Honest, transparent tax guidance.]ExcellenceAbout us[Delivering the highest standards of service.]Innovationsee our services[Utilizing cutting-edge tools and methods.]CollaborationLifestyle Solutions[Partnering with clients to achieve the best outcomes.}Contact TSG Tax ManagementThe TSG Tax Management Team
Main logo of TSG Tax Management showcasing their commitment to personalized tax and financial services for client success.

Tax Services

Discover how TSG Tax Management delivers tailored tax solutions to simplify complexity and help you achieve your financial goals with confidence and clarity.

 

OUR SERVICES

Professional team at TSG Tax Management providing personalized tax and financial services for client success and clarity.

Tax Planning

Explore proactive strategies designed to minimize liabilities and maximize your financial success, ensuring personalized solutions tailored to your goals and lifestyle.

 

PLAN YOUR TAXES

Team at TSG Tax Management discussing personalized tax strategies for financial success and clarity.

Lifestyle Solutions

Experience how our Legacy Lifestyle Solutions elevate every aspect of affluent living with tailored advisory services crafted to address your unique aspirations and needs.

 

LIFESTYLE CONCIERGE SERVICES

 RELAX YOUR TRUSTED TAX EXPERTS HAVE YOU COVERED

At TSG Tax Management Your Needs Come First.

TSG Tax Management was founded to redefine excellence in tax and financial services. Our seasoned professionals offer decades of expertise and personalized strategies to meet your goals.

 

We pride ourselves on building lasting client relationships through a collaborative approach. Whether optimizing individual returns or streamlining business operations, we’re dedicated to your success.

Relaxing feet in a hammock overlooking a serene lake at sunset, embodying luxury and leisure, reflecting TSG Tax Management's focus on enhancing affluent lifestyles.
Business professionals collaborating on financial analysis, discussing charts and strategies, with documents and a calculator on the table, emphasizing elite financial management and tax services.
Calculator, U.S. Individual Income Tax Return form 1040, coffee cup, and hundred-dollar bills, representing income tax preparation and financial analysis.
Organized financial documents, tax forms, calculator, coffee cup, and office supplies on a blue desk, illustrating bookkeeping and financial management services.
Group of professionals collaborating on tax strategy with a laptop, financial documents, and a calculator, emphasizing effective tax planning and customized solutions.

Your Professional Tax Team

Meet the dedicated team members who bring expertise and personalized care to every client interaction.
Jason H. Conn, Director of Tax at TSG Tax Management, smiling in a professional blue suit, representing expertise in personalized tax and financial services.

Jason H. Conn, CTRP, CTEC

Director of Tax
Charles May, Director of Business Management at TSG Tax Management, smiling in a professional suit with a red and blue striped tie, emphasizing expertise in financial services.

Charles May, JD, LL.M (Taxation)

Director of Business Management
Eric, Certified Public Accountant at TSG Tax Management, wearing a suit and tie, smiling confidently, representing professional tax services and expertise.

Eric Sorensen, CPA

Certified Public Accountant
Laura Morse, Senior Staff Accountant at TSG Tax Management, smiling in a floral blouse.

Laura Morse

Senior Staff Accountant

Contact TSG Tax Management for Personalized Tax Solutions

Beverly Hills

9595 Wilshire Blvd.
Suite 601
Beverly Hills, CA 90212
424-295-9006

Irvine

18800 Von Karman Ave
Suite B
Irvine, CA 92612
949-508-2600

 

Long Beach

6460 East Pacific Coast Hwy
Suite 223
Long Beach, CA 90803
562-414-0900

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