Broker Check

What We Do

Services for Small Businesses with Big Goals

At Tax & Wealth Management we provide the Mid-Valley with accounting services for small businesses that focus on meeting special tax needs for companies and organizations in all types of industries.

Wondering how to structure your new company? Maybe you own rental properties and you’re wanting to understand the tax ramifications of your buying and selling decisions.

Whatever the case, we enjoy working with small business owners who understand we’re not just a “Here’s your return, here’s your bill” kind of firm. We provide value to our clients through our tax guidance and knowledge, using a personal touch in an easy-to-interpret language to help them make the right tax decisions and avoid surprises at tax time.

Services for: Individuals who want to maximize their refund

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.

Our seasoned CPA’s and tax preparation staff takes an active approach to all aspects of taxation by monitoring compliance to help you avoid surprises at tax time and by staying current with changes in tax law.

Combining Experience & Knowledge to Make a Plan

With over 40 years of being in business behind us, we use our extensive knowledge amongst all of our CPA’s to help you navigate the often confusing small business tax landscape.

Our services for small businesses include:

  • Preparing year-end books for your tax return
  • State-to-State tax forms, filings, and calculations
  • Differentiating tax rules for the varying business structures
  • Tax planning and how it relates to your business or individual taxes
  • Benefits of Cash versus accrual accounting methods
  • Retirement planning as it relates to taxes, you and your employees
  • Payroll Taxes: Quarterly Reports, W-2s & 1099s


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.

Need Estate, Gift, and Trust Tax Return Preparation assistance? We can do that too!

We provide expert preparation of complex federal and state estate, gift, and trust tax returns, as well as offering comprehensive and knowledgeable assistance with the tax implications of your estate plans, business succession plans, and gifting strategies. We can advise you about the efficacy and tax implications of a number of estate planning strategies including irrevocable trusts and charitable giving strategies. We constantly strive to maximize the value of your estate, gift, or trust, and to protect your heirs or beneficiaries from confusion, uncertainty, and the distraction of unforeseen estate tax levies.

Stop wondering. Start tracking.

Tired of struggling to get your financial records in order when tax time hits? Our CPAs recognize that accurate, well-organized financial information is critical to your corporate and personal financial health.

Our detail-oriented and insightful staff is committed to providing the comprehensive reports and services you need to manage your finances and assess your financial position.

Whether you need a Chief Financial Officer (CFO) without paying the large salary or you’d like to be able to rely on your organization’s financial statements, our expert provide services to improve your financial needs.

We work closely with small businesses around the Mid-Valley, bringing a passion for detail and accuracy and a wealth of experience to examining your financial health.

Financial Services we provide If you need help:

  • CFO Services & Business Coaching
  • Financial Statement Audits
  • Financial Statement Reviews
  • Monthly, Quarterly, or Annual Compilations
  • Compliance or Reporting Needs Outside of the Standard Scope

No Bull, No Online Chats, Just Real People Here Year Round!

Online services are limited to providing Yes/No scenarios to calculate your return. Our CPAs here at Tax & Wealth Management are caring human beings answering your questions and digging between the cracks to find the right filing solutions for you.

Our doors don’t close on April 15th. Our personal accountants are here in the same office year-round, offering consistent and reliable scheduling regardless of the month. We’re able to ask questions and provide real-world answers to help you understand all of your filing options to maximize your tax savings.

Need IRS Help, Tax Relief or Tax Debt Resolution

We are the only Certified Tax Resolution office in Oregon who are specifically trained in the Internal Revenue Manual.

Tax problems don’t go away by themselves. They just get worse while penalties and interest mount up. Not to mention dealing with the IRS can be an absolute nightmare. But it doesn’t have to be.

At Tax & Wealth Management, we aim to work with you toward one common goal: to set the record straight. Whether a filing mistake was made on your end or the IRS just doesn’t have all of the information, you can regain your peace of mind by letting us help you resolve your IRS problems. That’s why we created a division specifically for you called Tax Debt Strategies, LLC

We will closely examine your case in order to help you develop an achievable plan of action for resolving your IRS issues. This includes discreetly negotiating Offers in Compromise on your behalf, determining why you owe the IRS and combing through source documents to find out what the IRS claims you owe versus what you actually owe.

Tax & Business

Tax  | Business | Estate Planning

Individual Returns | Business Returns: Sole Proprietorships, Partnership & LLCs, Corporations

Estate/Trust/Gift Returns

Payroll Taxes: Quarterly Reports, W-2s & 1099s

Financial Statements: Audits, Reviews, Compilations

Sales & Exchanges


Tax Resources

Financial

Financial Check-Up | Retirement Planning

College Planning | Estate Planning

IRAs* | Roth IRAs* | IRA Rollovers*

Pension Plans* | SEP-IRAs | Simple IRAs | 401(k)s

Mutual Funds* | Stocks* | Bonds* | Annuities*

Life Insurance | Long Term Care Insurance


Retirement Resources

*Investment and financial planning services are offered by David Mendenhall, Paul Witzke, Bill Heck, Paul Cramer, & Robert Barry through their affiliation with HD Vest.


Have a Question?

Name
Email
Phone
Question
Thank you!
Oops!