Doug Shostek

Senior Tax Director at Tax and Wealth Management - Corvallis, OR, US

Doug Shostek's Colleagues at Tax and Wealth Management
Donald EA

Tax Director

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Susan Stepanek

Tax Manager

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Susan Ollie

Sr. Accountant

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Margaret Gothot

Treasurer

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Nancy Barker

Associate

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Anna Boyko

Accounting Associate

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Robert Barry

Partner

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Tax and Wealth Management
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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 Doug Shostek
Doug Shostek currently works for Tax & Wealth Management, LLP.
Doug Shostek's role at Tax & Wealth Management, LLP is Senior Tax Director.
Doug Shostek's email address is ***@taxandwealthmanagement.com. To view Doug Shostek's full email address, please signup to ConnectPlex.
Doug Shostek works in the Financial Services industry.
Doug Shostek's colleagues at Tax and Wealth Management are Donald EA, Susan Stepanek, Susan Ollie, Margaret Gothot, Nancy Barker, Anna Boyko, Robert Barry and others.
Doug Shostek's phone number is N/A
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