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. Schedule an appointment today to get started.
Around the country, attitudes about retirement are shifting.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Tax preparation may be the perfect time to give the household budget a check-up.
However exciting retiring abroad may sound, it deserves considerable planning.
Ascertaining the value of your business is important for a variety of reasons.
This worksheet can help you estimate the costs of a four-year college program.
The recent market drop is an important reminder of why it's important to take a long-term view.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you died, what would happen to your email archives, social profiles and online accounts?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When should you take your Social Security benefit?
There’s an alarming difference between perception and reality for current and future retirees.