Why should Oregonians make a Tax Plan?
An individualized tax plan may increase your overall financial health and stability
Customized Data Driven Tax Analysis
Find out if you're taking full advantage of tax benefits.
Get Answers to Important Questions
Will a Roth Conversion Benefit me?
What impact will my investment strategies have on my taxes?
Are there deductions and credits in Oregon that I'm missing?
How much will I save by contributing to a Donor-Advised Fund?
​Can I use capital losses to offset capital gains?
Should I incur capital gains now when my income is low?
How will Oregon's Estate Tax affect my heirs?
Would a Qualified Charitable Donation help avoid higher Medicare surcharges?
Get tax planning today!
Now included with T. Mann Financial Planning Plans.
How it Works
We take a comprehensive look at all aspects of your tax scenario to provide a detailed and customized tax plan.
We Analyze Your Tax Data
The goal is to provide you with actionable insights to help guide you on a path to make more tax-efficient decisions.
4 Easy Steps to Tax Efficiency
-
Schedule a one on one Tax Analysis with T. Mann Financial
-
Upload your most recent tax returns to the secure document vault.
-
Engage in a conversation to identify what you could be saving!​
-
Take action! With the support of T. Mann Financial implement your plan!
Tax planning is now included with T. Mann Financial's Financial Planning and Wealth Management Services
Data Driven Individualized Tax Plan
Gain valuable insight into your specific scenario.
Your Tax Plan
Consider Tax Scenarios
See how financial decisions may impact future tax liabilities.
Cash Flow
Visualizing
See your cash flow in an easily digestible format.
Marginal Bracket Breakdown
Learn how potential income changes may affect marginal tax rates.
Roth Conversion Analysis
Learn how your retirement accounts impact your tax liabilities.
Capital Gains & Losses
Be intentional with strategic tax planning and timing.
Investment Consequences
Get the details on all of your investments tax implications.