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.

Three tips for giving smart from the heart.
08/31/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Lifestyle inflation can be the enemy of wealth building.
08/29/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

There are benefits and limitations when you decide to donate stock. Learn more from our message.
08/26/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
08/24/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Stay ahead this year with this handy Personal Finance Calendar.
08/22/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
08/19/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
08/17/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
08/15/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Charitable giving can be both impactful and tax-smart. Learn how Donor-Advised Funds, QCDs, and trusts can support your ...
08/12/2026

Charitable giving can be both impactful and tax-smart. Learn how Donor-Advised Funds, QCDs, and trusts can support your goals.

Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
08/10/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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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