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    Tax And Wealth Management

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    Description

    • Tax & Wealth Management is a CPA & Financial firm in Corvallis, OR. 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.
    • location

      Headquarters:2334 Northwest Professional Drive , Corvallis, Oregon, United States

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    • Tax And Wealth Management phone

      Phone Number: +1 541-753-4185

    • Tax And Wealth Management website

      Website: https://www.taxandwealthmanagement.com

    • Tax And Wealth Management employees

      Employees:14

    • Tax And Wealth Management revenue

      Revenue:$1 - 10M

    • Tax And Wealth Management legal name

      Legal Name:Tax And Wealth Management

    • Tax And Wealth Management's Social Media

      Tax And Wealth Management linkedin Tax And Wealth Management facebook
    • done Is this data correct?

    • |  NAICS Code: 541219  |

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    Person level website identification

    CEO for Tax And Wealth Management

    Bruce Jones

    President And Chief Executive Officer, Taxwealth

    Person level website visitor identification

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    View Employees

    Brian Gothot

    President

    Zeb Elkinton

    Chief Operating Officer

    Paul Witzke

    Owner

    David Mendenhall

    Partner

    Robert Barry

    Partner

    Frequently Asked Questions regarding Tax And Wealth Management

    • Where are Tax And Wealth Management's Headquarters?

      Tax And Wealth Management's Headquarters are in 2334 Northwest Professional Drive ,Corvallis,Oregon,United States

    • What is Tax And Wealth Management's phone number?

      Tax And Wealth Management's phone number is +1 541-753-4185

    • What is Tax And Wealth Management's official website?

      Tax And Wealth Management's official website is https://www.taxandwealthmanagement.com

    • What is Tax And Wealth Management's Revenue?

      Tax And Wealth Management's revenue is $1 - 10M

    • What is Tax And Wealth Management's NAICS code?

      Tax And Wealth Management's NAICS code is 541219

    • How many employees are working in Tax And Wealth Management

      Tax And Wealth Management has 14 employees

    • What is Tax And Wealth Management's Industry?

      Tax And Wealth Management is in the industry of Financial Services

    • Who is Tax And Wealth Management's CEO?

      Tax And Wealth Management's CEO is Bruce Jones

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