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 industries.

Client Centered

How do you structure your new company? For example, you may own rental properties and want 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. Instead, we provide value to our clients through 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 client’s tax liability and maximize financial growth. Tax & Wealth Management offers a broad spectrum of comprehensive year-round tax assistance for individuals and small businesses in Corvallis and the Surrounding Area.

Our seasoned CPAs and tax preparation staff take 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 the business behind us, we use our extensive knowledge among our CPAs to help you navigate the often confusing small business tax landscape.

Client Centered

Our services for small businesses include the following:

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 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 comprehensive and knowledgeable assistance with the tax implications of your estate plans, business succession plans, and gifting strategies. In addition, we can advise you about the efficacy and tax implications of several estate planning strategies, including irrevocable trusts and charitable giving strategies. We constantly strive to maximize the value of your estate, gift, or trusts tax returns and to protect your heirs or beneficiaries from confusion, uncertainty, and the distraction of unforeseen estate tax levies.

Stop wondering. Start tracking.

Are you 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.

Client Centered

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 a large salary or you’d like to be able to rely on your organization’s financial statements, our experts 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. However, our Tax & Wealth Management CPAs are caring human beings answering your questions and digging through the cracks to find the right filing solutions for you.

Our doors don’t close on April 15th. Our accountants are in the same office year-round, offering consistent and reliable scheduling regardless of the month. We can ask questions and provide real-world answers to help you understand 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.

Client Centered

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

Tax problems don’t go away by themselves. Instead, they 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. So whether a filing mistake was made on your end or the IRS doesn’t have all 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 for you called Tax Debt Strategies, LLC

We will closely examine your case to help you develop an achievable action plan 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 decide what the IRS claims 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 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, Bill Heck, & Robert Barry through their affiliation with Avantax.

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