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Tax & Financial Solutions
- Investment Service
- Gresham, OR
About this business
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
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 12:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Worst experience in my life. DO NOT USE these guys. I wish there was an option for no stars. We went in to see Brad who should have payed attention when running our numbers instead of running his suck the whole time about his vacation to Japan. He did our taxes and he told us we would be getting a $4,800.00 return. We were ecstatic. Over the moon. We haven’t had a refund in years. Well when we went in there today to sign our documents we found out his original numbers were wrong and we would only be getting a $100.00... read more
I have been having Kristi do my taxes for the last 20 years. She is very professional and always a joy to work with. She has saved me literally thousands of dollars that I otherwise would not have gotten back if I had not had her do my taxes.
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
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.
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.
Frequently asked questions about Tax & Financial Solutions
How is Tax & Financial Solutions rated?
Tax & Financial Solutions has a 5 star rating with 6 reviews.
When is Tax & Financial Solutions open?
Tax & Financial Solutions is closed now. It will open on Monday at 9:00 a.m.