Tax and Wealth Management

Financial Services - Corvallis, OR, US

Tax and Wealth Management Employees
Jessica Obrist

Senior Accountant

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David Mendenhall

Partner

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Kimberly Novotny

Senior Accountant

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Doug Shostek

Senior Tax Director

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Donald EA

Tax Director

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Susan Stepanek

Tax Manager

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Brian Gothot

President

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Tax and Wealth Management Senior Management
Paul Witzke

Owner

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Zeb Elkinton

Chief Operating Officer

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Tax and Wealth Management Details

Tax & Wealth Management is a CPA & Financial Services firm in Corvallis, Oregon. We believe that the integration of tax and wealth strategies provides an additional benefit to our clients. We can help take the mystery out of preparing for today and tomorrow. Our overall objective is to assist you, our clients, in understanding and taking personal control of overall and specific financial needs. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. The intent is to function as a coach and advisor creating a team approach. Schedule an appointment today to get started.

Tax and Wealth Management logo, Tax and Wealth Management contact details
Employees: 20 - 49
HQ: N/A
Location: Corvallis, OR, US
Revenue: 1 - 2.5 Million
Financial Services Tax Planning Tax Efficiencies Wealth Management Business Planning College Planning Estate Planning Financial Advisory Services
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