24 Jan TSG Tax Management Announces Strategic Merger with Sorensen & Associates
LOS ANGELES, CA – TSG Tax Management LLC is proud to announce its merger with Sorensen & Associates, a move that significantly enhances the range of services and expertise available to clients. This merger reflects a shared vision of providing top-tier financial and tax services to individuals and businesses, creating an expanded platform to address evolving client needs.
“Welcoming Sorensen & Associates into the TSG Tax Management family is an exciting step toward our goal of delivering unparalleled service,” said Jason Conn, Director of Tax for TSG Tax Management. “Eric Sorensen and his team bring exceptional talent and a strong legacy of client care. By joining forces, we can offer a broader suite of services, including personal and business concierge support, controller services, and expert business consulting, in addition to our established tax planning and preparation offerings. This merger positions us to deliver even more value to our clients, both now and for future generations.”
For Eric Sorensen, CPA, this merger represents an opportunity to enhance client services while maintaining the personal touch that Sorensen & Associates clients have come to trust. “Joining TSG Tax Management is an exciting next chapter for our team and our clients. This partnership not only allows us to maintain the high standards our clients expect but also offers access to new resources and expertise, enabling us to serve our clients at an even higher level,” Sorensen stated. “From expanded investment strategies through our affiliation with TSG Wealth Management to advanced business consulting services, the opportunities for growth and success are immense.”
The newly combined firm will retain its commitment to providing consistent, personalized tax services while offering a dynamic array of new solutions to meet the diverse needs of their clients. Both teams are united by a shared dedication to fostering long-term client relationships and delivering innovative strategies for financial success.
“This merger is about more than combining our operations,” Conn added. “It’s about building a stronger foundation for our clients to achieve their financial goals and ensuring we have the tools and expertise to navigate an ever-changing landscape together.”
The partnership between TSG Tax Management and Sorensen & Associates symbolizes a forward-thinking approach to comprehensive tax and financial services. Clients can look forward to enhanced offerings and a seamless transition as the two teams integrate their expertise and resources.
This merger sets the stage for an exciting future, one where the combined strengths of TSG Tax Management and Sorensen & Associates will redefine the standard for comprehensive tax and financial services. Together, we are building a legacy of excellence for generations to come.
About TSG Tax Management
TSG Tax Management LLC specializes in providing personalized tax preparation and planning services to individuals and businesses. As an affiliate of TSG Wealth Management, the firm leverages a deep bench of financial expertise to deliver innovative solutions tailored to client needs.
About Sorensen & Associates
Sorensen & Associates, led by Eric Sorensen, CPA, has a longstanding reputation for delivering high-quality tax services with a personal touch. Known for its commitment to client success, the firm has been a trusted partner for businesses and individuals alike.
For media inquiries, please contact: Jason Conn, Director of Tax, jason.conn@tsgtm.com