Tax & Wealth Management, LLP

Tax & Wealth Management, LLP We combine the professional knowledge of both CPAs and advisors to provide our clients with a holistic view into their financial lives.

We are Certified Public Accountants, Personal Financial Specialists and Certified Financial Planner™ professionals. This advantage allows us to tailor a plan for our clients that looks at their specific needs and financial objectives. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and ob

jectives. We seek to be a coach and advisor, creating a team approach. Schedule an appointment today to get started. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.

06/01/2026

Preserving wealth is about more than protecting dollars; it’s about creating habits that allow your resources to endure and serve a purpose. These six practices can support you in preserving and extending your wealth across generations.

Children with special needs may need ongoing help after their parents are gone.
05/30/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Explore how inflation has affected purchasing power over the decades with this historical tool.
05/27/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Wondering what to tell your financial pro? Check out this quick video for guidance!
05/25/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

What’s the difference between a General Obligation bond and a Revenue bond?
05/23/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

How literate are you when it comes to your finances? Brush up with these five basics.
05/20/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
05/18/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Talking through retirement priorities and decisions ahead of time can reduce confusion and help loved ones feel prepared...
05/16/2026

Talking through retirement priorities and decisions ahead of time can reduce confusion and help loved ones feel prepared for the future.

Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
05/13/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Property taxes too high? Here are ways to potentially lower your assessment.
05/11/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

Address

2334 NW Professional Drive
Corvallis, OR
97330

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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