LEAD, CLIENT , STAFF & VENDOR MANAGEMENT
TRAINING & OFFLINE COMMUNITY SUITE
SOCIAL MEDIA SUITE & MONTHLY TEMPLATES
CUSTOM DONE FOR YOU
WORKFLOWS & AUTOMATION
We equip every TRM-CRM user with exclusive automation templates, client management, and built-in training. Fast Launch delivers social tools, team onboarding, and 24/7 support right out the gate. Everything you need to launch smart and scale fast — no guesswork, no fluff.
TRMCRM SUPPORT
AUTOMATION
TRMCRM TRAINING
CUSTOM TRMCRM
DESIGNED FUNNELS
Total Templates
Total Sales
Happy customers
Custom Workflows
Since 2018, we've helped hundreds of tax professionals bring their businesses to life with smart, scalable systems. From branded automation to strategic marketing, TRM delivers more than just tools — we deliver infrastructure.
Our white-glove, done-for-you experience is powered by a dedicated team of TRM experts who handle the heavy lifting for you. From onboarding to automation, we make setup seamless so you can focus on what matters most — growing your business.
Skip the guesswork. Experience the TRM difference and launch with confidence.
“Spoke with Tamika about forming an entity and very brief what tax planning would look like. She was very professional and knowledgeable, I will most likely end up using her for tax planning on my new entity. Thank you so much!”
“They were very helpful with all questions that I had. I felt very informed after speaking with this company. Every query I had was met with great assistance. I gained a lot of valuable insights from communicating with this firm. My sincere appreciation for their support!”
“From one ENTREPRENEUR to another… Tamika is GREAT! She answered my post for some information, we spoke va messenger and she called me to explain more thoroughly. I’m a good judge of character and I can tell when someone is about their business and knows there business. She educated me on taxes, credit repair and even spoke about bookkeeping and we know the same tricks.”
“Tamika Marie is amazing! I needed assistance with setting up my office as a Service Bureau and she was willing to provide me with assistance in Dallas, Tx even though she offices out of California. She is knowledgeable, straightforward, and very thorough. She listened to my concerns and took her time guiding me in the right path. I'm looking forward to a long-term business relationship with TMB Tax & Associates.”
“I'm so grateful for the assistance I received regarding Standard Operating Procedures (SOPs) for my business. Tamika is very knowledgeable and helpful in her areas of expertise. I will gladly refer TMB to anyone looking for knowledge and expertise all in one place.”
Get Connected with us. Let’s Make Tax Journey Goals a Reality.
TRMCRM: Streamlined Solutions for Smarter Financial Businesses.
6221 W Wilshire Blvd, Ste 3,
Oklahoma City, Oklahoma 73132