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151 SE 223rd Ave. Gresham, OR 97030

 
The Facts About Income Tax The Cost of Procrastination

A Message from Tax and Financial Solutions

March 20, 2020

 

Starting Monday, March 23rd, we will temporarily discontinue face to face client meetings

 

To Our Valued Clients:

As you may be aware, the World Health Organization (WHO) has declared COVID-19 a global pandemic disease and the Centers for Disease Control and Prevention (CDCP) considers the United States to be at an elevated risk. Although the situation is rapidly evolving, we are continually monitoring direction from the state and federal government and are prepared to follow their directives.

As the number of cases continues to rise, we have taken numerous precautions to keep our office as healthy and germ free as possible. In particular, we, like you, are concerned about face to face meetings and want to emphasize the importance of Social Distancing. Starting Monday, March 23rd, we will discontinue face to face client meetings in our office until it is deemed safe.  

You can drop off your tax documents or mail them to us. We can also set you up with a secure client portal that allows you to scan and upload your documents to us. Please contact us if you would like to be registered for a portal. Once we receive your documents, we will put time on our schedule to prepare your tax returns. After reviewing your documents we will call you to verify information and review the results.

Once your tax return is complete, we will call you to schedule a time for you to pick up and sign for your taxes. If that isn’t convenient for you we can mail your documents to you or upload them through the client portal.

Announced Today: The deadline for filing and paying your 2019 tax return has been extended to July 15th. We anticipate that Oregon will follow suit and we will update you when that information becomes available.

All of us at Tax and Financial Solutions feel deeply for those who have been impacted by the COVID-19 outbreak. We are working hard to make sure there is no interruption in service for you. We value your business and your health and safety as well as the health and safety of our employees. Please contact us with any questions or concerns you might have.

Thank you,

Tony

Shred Event

Our third annual shred event will be 9:00am - 1:00pm on Saturday, May 16th. Please RSVP by emailing info@taxfinsol.com or calling us at 503-666-7909.

Contact Us

Tax Planning

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.

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Business Support

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.

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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.

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