Susan Stepanek

Tax Manager at Tax and Wealth Management - Corvallis, OR, US

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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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Dean Sartain

CPA

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Rachel Fuka

Tax Intern

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