Dani Lack

QuickBooks/Bookkeeper at Tax and Wealth Management - Corvallis, OR, US

Dani Lack's Colleagues at Tax and Wealth Management
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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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Portland,Oregon,United States
Company
Tax and Wealth Management
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Tax and Wealth Management logo, Tax and Wealth Management contact details

Tax and Wealth Management

Corvallis, OR, US • 20 - 49 Employees
Financial Services

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.

Financial Services Tax Planning Tax Efficiencies Wealth Management Business Planning College Planning Estate Planning Financial Advisory Services
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Frequently Asked Questions about Dani Lack
Dani Lack currently works for Tax & Wealth Management, LLP.
Dani Lack's role at Tax & Wealth Management, LLP is QuickBooks/Bookkeeper.
Dani Lack's email address is ***@taxandwealthmanagement.com. To view Dani Lack's full email address, please signup to ConnectPlex.
Dani Lack works in the Financial Services industry.
Dani Lack's colleagues at Tax and Wealth Management are Jessica Obrist, David Mendenhall, Kimberly Novotny, Doug Shostek, Donald EA, Susan Stepanek, Brian Gothot and others.
Dani Lack's phone number is N/A
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