Our expert tax professionals provide a detailed understanding of the latest tax codes to help you plan throughout the year, and not just react at tax time. From establishing a tax strategy to tax returns you can trust, the TSFI team will take the mystery out of any tax situation and help you reduce your tax liability.Learn More
Tax & Financial Solutions provides bookkeeping and payroll services for small business owners looking for well organized and accurate record keeping without incurring the costs involved in employing a bookkeeper. We offer a wide variety of services, including investment opportunities for employers and employees, and can tailor our services to meet the needs of each individual client. We will work closely with you to design a custom package to fit your unique business needs.Learn More
Financial Planning & Investment Strategies
We offer guidance that can help you understand and better define your financial goals regarding retirement, college planning, estate planning, and personal investments, and take care of you and your loved ones in case of disability, the need for long-term care, or death.Learn More
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Is your estate in order? This short quiz may help you assess your overall strategy.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The decision whether to buy or rent a home may have long-term implications.
Recent changes in estate tax laws could affect the strategy you have in place.
Smart investors take the time to separate emotion from fact.
You’ve made investments your whole life. Work with us to help make the most of them.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The market is as unpredictable as the weather. We’d love to help you prepare.