601-922-2tcl (2825) · so impressed, he wanted to know when was my first day of business. when i...

www.tclfinancialtaxservices.com 601-922-2TCL (2825)

Established January 5, 2004

Year Anniversary

Wow! I can not believe it has been 10 years already. I must say that on January 5, 2004, I was afraid. Afraid, because according to statistics, 50% of businesses fail in the first year and 95% fail within the first five years. Those types of numbers had me terrified.

With hard work and proper business guidance, I was able to have an awesome first year in business. So awe-some, I was able to open a 2nd location the following year on December 5, 2005, and then a 3rd location the next year on September 11, 2006. In saying that, I have definitely beaten the odds. Sometimes it is hard for me to believe that it took me less than three years to open up three locations.

TCL Financial & Tax Services continues to grow and prosper. I contribute that success to five key areas, 1) Excellent customer service, 2) Our professionalism, 3) We always show our clients we appreciate them, 4) Having an awesome Team, and 5) “We Don’t Just Do Taxes…WE KNOW TAXES”.

When thinking of a person that I feel that has guided, molded, and prepared me for success and the man that I am today, I would have to give that credit to my mother, Joan Sergent (featured on the month of September). She helped support me emotionally, financially, and mentally when no one else would when I was creating the blueprint for TCL Financial & Tax Services. I love you Mom!

There is another person that becomes memorable to me when it pertains to the early stages of TCL Financial & Tax Services. In the fall of 2003 as I prepared for the opening day, I met a young man by the name of Pierre

Harris (featured on the month of August). At that time, Pierre resided in the neighborhood located behind the office and would pass by each day going home and literally just gaze at me. One day as he was walking home, Pierre decided to stop by the office and asked, “What kind of business are you putting here?” As I explained to him the type of business I was about to open, he went on to ask me questions in regards to “how do taxes work.” Ironi-cally, that was the first year Pierre had worked and he was curious about the subject. As I explained to him about the complex topic, he was impressed. So impressed, he wanted to know when was my first day of business. When I told him January 5, 2004 at 8:00 a.m., he promised me that he would be “My First Client”. As days passed by and I continued to prepare for the opening day, Pierre constantly reminded me of his promise.

Months later, opening day finally came. On January 5, 2004 at 8:00 a.m., I walked from the back of the office to the front to unlock the door. To my surprise, Pierre was waiting outside at the door. I opened the door to let him in, shook his hand, looked him in the eye, and said, “Welcome to TCL, I see you kept your promise as being “My First Client”.

In closing, I would like to thank everyone who has played and continue to play a part in the growing success of TCL Financial & Tax Services. I truly understand the meaning of motivational speaker, Les Brown’s speech, “It’s Possible”. Tim C. LeeCEO / [email protected]

“We Don’t Just Do Taxes…WE KNOW TAXES”

Tax Preparation Services (Individual and Business)

FREE Electronic Filing

FREE State Tax Return Preparation

FREE Filing Of Form 1040EZ

FREE Estimate With Last Check Stub Or Form W-2

FREE Audit Assistance (Existing Clients)

FREE Double Check Of Any Tax Return

FREE Complimentary Refreshments*

FREE Wi-Fi For Your Convenience*

We Will Even CASH Your Check For You

Open Year-Round Just In Case You Need Us

You Can Even File Your Taxes Online@ www.tclfinancialtaxservices.com

WE HAVE 3 LOCATIONS TO GLADLY SERVE YOU

*4700 Robinson Road Extension, Suite 400Jackson, MS 39204

601-922-2TCL (2825)

(LOCATED IN THE OLD HOME DEPOT SHOPPING CENTER OFF HIGHWAY 18)

3030 Terry Road, Suite A 1022 East Peace Street Jackson, MS 39212 Canton, MS 39046 601-502-9321 601-859-5554


Register for your chanceto win a FREE iPad

Text WEKNOWTAXES to 57711

Upon subscribing to Tim’s Text Alerts at TCL Financial & Tax Services, you will automatically be registered for your chance to win a FREE iPad.

The winners will be announced every year on April 15th.

FINANCIAL & TAX SERVICES FINANCIAL & TAX SERVICES

Mary AlexanderFaithful Client from Jackson, MS

Bishop Joe and Elect Lady BlackFaithful Clients from Crawfordsville, AR

Sharon JonesFaithful Client from Hattiesburg, MS

Yvette FordLoyal Team Member since Tax Season 2011

Hosted by CEO and Founder, Tim C. Lee, every Monday from 6:00 to 7:00 p.m. CST on WMPR 90.1 FM in Jackson, MS

or Listen Live at www.tclfinancialtaxservices.com.

December 2013S M T W T F S1 2 3 4 5 6 78 9 10 11 12 13 14

15 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31 1 2 3 4

January 2014February 2014

S M T W T F S26 27 28 29 30 31 12 3 4 5 6 7 89 10 11 12 13 14 15

16 17 18 19 20 21 2223 24 25 26 27 28 1

Sunday Monday Tuesday Wednesday Thursday Friday Saturday29 30 31 1 2 3 4

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New Year’s Day

Epiphany

Martin Luther King’s Day

Jhazmhon LeeLoyal Team Member since Tax Season 2009

Courtney DudleyFaithful Client from Byram, MS

Martin and Carol CameronFaithful Clients from Jackson, MS

Nathaniel and Nikiya MartinFaithful Clients from Port Gibson, MS

Lloyd and Gloria ThompsonFaithful Clients from Hazlehurst, MS



January 2014S M T W T F S

29 30 31 1 2 3 45 6 7 8 9 10 11

12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30 31 1

February 2014March 2014

S M T W T F S23 24 25 26 27 28 12 3 4 5 6 7 89 10 11 12 13 14 15

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Groundhog Day

Lincoln’s Birthday Valentine’s Day

Presidents’ Day Washington’s Birthday

FINANCIAL & TAX SERVICES

Elder Terry & Doris (Deceased) BridgesFaithful Clients from Jayees, MS

Jessie and Stephanie LakeFaithful Clients from Jackson, MS

Derrick and Lamesha LewisFaithful Clients from Brandon, MS

Rev. Will T. and Shirley JonesFaithful Clients from Jackson, MS

Sharifa GravesFaithful Client from Jackson, MS

February 2014S M T W T F S

26 27 28 29 30 31 12 3 4 5 6 7 89 10 11 12 13 14 15

16 17 18 19 20 21 2223 24 25 26 27 28 1

March 2014April 2014

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30 31 1 2 3 4 5


William and Meredith McGeeFaithful Client from Jackson, MS

Tekeydra LeeLoyal Team Member since Tax Season 2012

Latesa JonesFaithful Client from Jackson, MS

Stacey MackFaithful Client from Fort Worth, TX



March 2014S M T W T F S

23 24 25 26 27 28 12 3 4 5 6 7 89 10 11 12 13 14 15

16 17 18 19 20 21 2223 24 25 26 27 28 2930 31 1 2 3 4 5

April 2014May 2014

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April Fool’s Day

Thomas Jefferson’s Birthday

Easter Sunday


Ozzie HortonFaithful Client from Durant, MS

Tracey and Kimberly SpearsFaithful Clients from Alexandria, LA

Charles FordLoyal Team Member since Tax Season 2010

Alice NicholsFaithful Client from Byram, MS

Marcus and Brownya ThomasFaithful Clients form Cleveland, MS

April 2014S M T W T F S

30 31 1 2 3 4 56 7 8 9 10 11 12

13 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 1 2 3

May 2014June 2014

S M T W T F S1 2 3 4 5 6 78 9 10 11 12 13 14

15 16 17 18 19 20 2122 23 24 25 26 27 2829 30 1 2 3 4 5


4 5 6 7 8 9 10

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Cinco De Mayo

Memorial Day


Willie and Sandra HarperFaithful Clients from Braxton, MS

Lilia ByrdFaithful Client from Jackson, MS

Melvin and Deneen BrownFaithful Clients from New Hebron, MS

Delisa JonesLoyal Team Member since Tax Season 2012

Eugene and Liza MageeFaithful Clients from McComb, MS

May 2014S M T W T F S

27 28 29 30 1 2 34 5 6 7 8 9 10

11 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28 29 30 31

June 2014July 2014

S M T W T F S29 30 1 2 3 4 56 7 8 9 10 11 12

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Fathers’ Day

Shawn and DaiJana Newsome

Faithful Clients from Jackson, MS

Shawanda BrownFaithful Client from Pearl, MS

Chiquita BoydFaithful Client from Brandon, MS

Katherine ThompsonLoyal Team Member since Tax Season 2010



June 2014S M T W T F S1 2 3 4 5 6 78 9 10 11 12 13 14

15 16 17 18 19 20 2122 23 24 25 26 27 2829 30 1 2 3 4 5

July 2014August 2014

S M T W T F S27 28 29 30 31 1 23 4 5 6 7 8 9

10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031 1 2 3 4 5 6


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Independence Day

Pierre Harris Faithful Client from Jackson, MS

Robin HortonFaithful Client from Durant, MS

Tara JonesFaithful Client from Jackson, MS

Alan and Lutunya SmithFaithful Clients from Jackson, MS

Ashley RaginLoyal Team Member since Tax Season 2012



July 2014S M T W T F S

29 30 1 2 3 4 56 7 8 9 10 11 12

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August 2014September 2014

S M T W T F S31 1 2 3 4 5 67 8 9 10 11 12 13

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Tommillia GreeneFaithful Client from Lithonia, GA

Joan SergentFaithful Client from Alexandria, LA

Heidi DixonLoyal Team Member since Tax Season 2011

Jeff HartFaithful Client from Prattville, AL

Katina SandersFaithful Client from Alexandria, LA

August 2014S M T W T F S

27 28 29 30 31 1 23 4 5 6 7 8 9

10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031 1 2 3 4 5 6

September 2014October 2014

S M T W T F S28 29 30 1 2 3 45 6 7 8 9 10 11

12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30 31 1


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Labor Day

Patriot Day


Leo Watkins (Deceased)Faithful Client from Clinton, MS

Frederick and Wandra TannerFaithful Clients from Braxton, MS

Linda Lewis Loyal Team Member since Tax Season 2013

Janice GreenLoyal Team Member since Tax Season 2013

September 2014S M T W T F S

31 1 2 3 4 5 67 8 9 10 11 12 13

14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 1 2 3 4

October 2014November 2014

S M T W T F S26 27 28 29 30 31 12 3 4 5 6 7 89 10 11 12 13 14 15

16 17 18 19 20 21 2223 24 25 26 27 28 2930 1 2 3 4 5 6


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Halloween


Oscar ThomasFaithful Client from Edwards, MS

Vicki Conley Faithful Client from Jackson, MS

Jacqueline Y. JordanLoyal Team Member since Tax Season 2012

Nelcia EvansFaithful Client from Canton, MS

James and Theresa Williams Faithful Clients from Terry, MS

October 2014S M T W T F S

28 29 30 1 2 3 45 6 7 8 9 10 11

12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30 31 1

November 2014December 2014

S M T W T F S30 1 2 3 4 5 67 8 9 10 11 12 13

14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31 1 2 3


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All Saints Day

Veteran’s Day

Thanksgiving Day




Medger and Rose BlakeFaithful Clients from Sterling, VA

Sequoia BlockerLoyal Team Member since Tax Season 2012

Kristie M. BettsLoyal Team Member since Tax Season 2012

Deshundra TuckerFaithful Client from Jackson, MS

Roosevelt and Shirley CruelFaithful Clients from Fayette, MS

November 2014S M T W T F S

26 27 28 29 30 31 12 3 4 5 6 7 89 10 11 12 13 14 15

16 17 18 19 20 21 2223 24 25 26 27 28 2930 1 2 3 4 5 6

December 2014January 2015

S M T W T F S28 29 30 31 1 2 34 5 6 7 8 9 10

11 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28 29 30 31


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Pearl Harbor Remembrance Day

Christmas Eve Christmas

New Year’s Eve


Become a registered “Tax Advisor”

Classes start again Tuesday, September 30, 2014

• Noexperiencerequired• Flexibleworkinghours• Opportunityforadvancement• Learnanewtradeandprofession• Learnhowtopreparetaxes“byhand”• Part-TimeandFull-Timepositionsavailable• ObtainyourownPreparerTaxIdentificationNumber(PTIN)• ClassesaretaughtpersonallybyCEOandFounder,TimC.Lee

For more information, visit www.tclfinancialtaxservices.com.


Business Partnership Opportunity

• Wouldyouliketo“BecomeYourOwnBoss”?• Wouldyouliketoopenabusinesswithverylowstart-upcost?• WouldyouliketohaveyourownTCLFinancial&TaxServices• WouldyouliketobecomeBusinessPartnerswithTimC.Lee

For more information, visit www.tclfinancialtaxservices.com.

FINANCIAL & TAX SERVICES FINANCIAL & TAX SERVICES

601-922-2tcl (2825) · so impressed, he wanted to know when was my first day of business. when i...

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