Tax & Wealth Management, LLP

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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 objectives. 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.

10/14/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

There are four basic steps to calculating the value of an estate.
10/10/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

What actually happens when the U.S. government shuts down?
10/07/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
10/03/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

A special needs trust can help care for a special needs child, even after you’re gone.
09/30/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

09/26/2026

Connecting everyday decisions can help you stay on track and spend intentionally. Learn the difference between spending intentionally and spending reflexively.

Saving for college doesn’t have to be as complicated as college itself.
09/23/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

What steps might help you sustain and grow your retirement savings? This piece explores them.
09/19/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

09/16/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

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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