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151 SE 223rd Ave. Gresham, OR 97030

 
The Power of Tax-Deferred Growth The Facts About Income Tax The Cost of Procrastination

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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Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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