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
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Rightsizing for Retirement
What does your home really cost?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Apps that help small business owners better manage and grow their business.
Simple steps may help you foil hackers and protect your privacy.
Protect yourself against the damage that your homeowners policy doesn’t cover.
An inside look at how marginal income tax brackets work.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a few things to consider when buying or leasing your next vehicle.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.