Broker Check

"Employ your time well, if you mean to gain leisure." -Ben Franklin

Your Local CPA and Financial Management Team

Welcome, we are Tax & Wealth Management, a CPA & Financial firm in Corvallis, OR. We believe that the integration of tax and wealth strategies provides an additional benefit to our clients. We can help take the mystery out of preparing for today and tomorrow. Our overall objective is to assist you, our clients, in understanding and taking personal control of overall and specific financial needs. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. The intent is to function as a coach and advisor creating a team approach.  

Helping Individuals & Businesses

It's “our way” to be actively involved in your growth, whether you are a startup, established business, a non-profit or solopreneur.

As a firm, our goal in providing tax preparation in Corvallis, OR is to identify tax planning implications and proactively apply updated strategies to minimize our clients’ tax liability and maximize financial growth. At Tax & Wealth Management, we offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals and small businesses in Corvallis and Surrounding Area.

Learn more

Tax Planning

Large enough to meet all your needs, small enough to know your name.

Our goal is to guide and encourage you to take advantage of the most current developments in the tax laws so we can develop an overall tax strategy together to help you minimize your tax liability.

Learn more

Investment Strategies

Guidance that can help you understand and better define your financial goals.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Learn more

Meet Our Experienced Partners

Have a Question?

Name
Email
Phone
Question
Thank you!
Oops!

We’d love to hear from you!

CONTACT US