Broker Check

An Important Update

An Important Update

August 4, 2020

To our valued clients:

Multnomah County entered Phase 1 of reopening on June 19. Following this announcement, we have started scheduling in-person meetings again.

In these meetings, we are following state guidelines for wearing masks, sanitizing often, and social distancing. If you make an in-person appointment, you will need to wear a mask until you are sitting in your tax preparer’s office on opposite sides of the plexiglass barrier on the desk. Disposable masks are available at the front desk if you do not have one.

You can make an appointment any time we’re open. Our hours are 9-5 Monday through Thursday and 9-12 Friday. If you are uncomfortable or unable to meet in person, we have other options available to still allow us to help you.

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.

If you have filed an extension, the filing deadline for S-Corps and Partnerships is September 15, September 30 for Trusts, and October 15 for Individuals and C-Corps.

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.


The Team at Tax & Financial Solutions