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.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
06/08/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Business owners should consider a succession plan sooner rather than later.
06/06/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Building wealth is a significant achievement but preserving it for future generations often requires a different mindset...
06/03/2026

Building wealth is a significant achievement but preserving it for future generations often requires a different mindset. Here are six practices that can support you in preserving and extending your wealth across generations.

Learn how to preserve and encourage family wealth with these simple, effective financial habits.

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.

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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