Helping Individuals & Businesses
It's "our way" to be actively involved in your growth, whether you are a startup, an established business, a non-profit, or a 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 client's tax liability and maximize financial growth. At Tax & Wealth Management, we offer a broad spectrum of comprehensive year-round tax assistance for individuals and small businesses in Corvallis and the Surrounding Area.
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 tax laws so we can develop an overall tax strategy together to help you minimize your tax liability.
Investment Strategies
Our guidance 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.
David Mendenhall, CPA, PFS
Partner
Bill Heck, CPA
Partner
Robert Barry, CPA
Partner
Zeb Elkinton
Chief Operating Officer