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Tax & Financial Solutions

  • Investment Service
  • Gresham, OR
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About this business

FinanceInvestment Service

Tax & Financial Solutions is a second generation family-owned business that boasts more than three decades of experience assisting clients and serving every aspect of their financial lives. Our team is known for our integrity and personal touch. We offer our clients a host of services especially suited to their particular needs. We get to know you, your goals and your aspirations so that we can create a comprehensive plan designed to address what’s important to you. Our Philosophy: If you’re not happy, we’re not happy. 

Location details

151 SE 223rd Avenue, Gresham, OR, 97030, United States

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Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 12:00 p.m.
5.09 reviews
Shahnnen Elizabeth-Head's profile image
Shahnnen Elizabeth-Head 
7 years ago

A very unprofessional, expensive mistake. Every possible thing that would have gone wrong, did. DO NOT GET ANY WORK DONE BY TAX AND FINANCIAL SOLUTIONS. Still dealing with how to fix so many mistakes and send them to be re-done by competent people. Don't return emails, a month late, no billing agreement (they just send a list of documents completed and a seemingly arbitrary number at the end of our harrowing ordeal.) I wish I could leave zero stars. There was nothing positive about our experience with Kristi, Don or any supp... read more

Squadron Posters's profile image
Squadron Posters 
7 years ago

The most unprofessional organisation i've ever worked with. They ended up filing our taxes 6 months late and ensured us that an extension would cover us. We received a $4600 fee from the IRS. When we confronted tax fin sol, a week went by without any action. We still have no plan from them and no idea what is going on. This was one of a laundry list of reasons why I would not recommend this company. 

Wayne Bell's profile image
Wayne Bell 
5 years ago

We have been very happy with our experience with Kristi. She is very professional and thorough in her tax preparations. She always informs us of changes in the coming year. 

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mike mill 
4 years ago

Have used Tax and financial services for many years and have always held them in great regard. They are fast friendly and efficient. Would recommend them highly to anyone. 

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Matthew Burnett 
6 years ago

Very thorough and efficient. They were very knowledgeable and attentive to detail. They helped me get a substantial return and provided very helpful financial guidance. 

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Frequently asked questions about Tax & Financial Solutions

How is Tax & Financial Solutions rated?

Tax & Financial Solutions has a 5 star rating with 9 reviews. 

When is Tax & Financial Solutions open?

Tax & Financial Solutions is closed now. It will open on Tuesday at 9:00 a.m.