Tax & Wealth Management

Accounting for Legal Practices · Oregon, United States · 11-50 Employees

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Overview

Headquarters

2334 NW Professional Dr, Corvallis, Oreg...

Phone Number

(541) 753-4185

Revenue

<$5 Million

Industry

Accounting for Legal Practices Finance Business Services Securities Trading

About Tax & Wealth Management

Tax & Wealth Management is a CPA and financial advisory firm located in Corvallis, Oregon, specializing in the integration of tax and financial strategies to benefit their clients. They provide personalized services aimed at helping individuals and businesses with tax preparation, investment strategies, retirement planning, and estate management. The firm caters to a diverse clientele, including startups, established businesses, non-profits, and solopreneurs, focusing on minimizing tax liabilities and maximizing financial growth. Their experienced team works collaboratively with clients to address their specific financial needs and goals.Explore more
Tax & Wealth Management's Social MediaSIC Code 87,872NAICS Code 54,541Show more

Tax & Wealth Management Org Chart

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Zeb Elkinton, Chief Operating Officer at Tax & Wealth Management
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tax & Wealth Management

<$5M
11-50
Private
<$5M
1976
Zeb Elkinton, Chief Operating Officer at Tax & Wealth Management
Zeb ElkintonChief Operating Officer
<$5M
1-10
Private
-
2006
CW
Cheryl WilsonAdministrative Assistant
Illustration of an envelope

Tax & Wealth Management Tech Stack

A closer look at the technologies used by Tax & Wealth Management

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Tax & Wealth Management

What is Tax & Wealth Management's official website?
Tax & Wealth Management's official website is www.taxandwealthmanagement.com
What is Tax & Wealth Management's Revenue?
Tax & Wealth Management's revenue is <$5 Million
What is Tax & Wealth Management's SIC code?
Tax & Wealth Management's SIC: 87,872
What is Tax & Wealth Management's NAICS code?
Tax & Wealth Management's NAICS: 54,541
How many employees does Tax & Wealth Management have?
Tax & Wealth Management has 11-50 employees
What industry does Tax & Wealth Management belong to?
Tax & Wealth Management is in the industry of: Accounting for Legal Practices, Finance, Business Services
What is Tax & Wealth Management competition?
Tax & Wealth Management top competitors include: Tax & Financial Advisors
What companies has Tax & Wealth Management acquired?
Tax & Wealth Management has acquired the companies: Tax & Wealth Management
What technology does Tax & Wealth Management use?
Some of the popular technologies that Tax & Wealth Management uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Tax & Wealth Management?
Tax & Wealth Management contact info: Phone number: (541) 753-4185 Website: www.taxandwealthmanagement.com
What does Tax & Wealth Management do?

Tax & Wealth Management is a CPA and financial advisory firm located in Corvallis, Oregon, specializing in the integration of tax and financial strategies to benefit their clients. They provide personalized services aimed at helping individuals and businesses with tax preparation, investment strategies, retirement planning, and estate management. T... he firm caters to a diverse clientele, including startups, established businesses, non-profits, and solopreneurs, focusing on minimizing tax liabilities and maximizing financial growth. Their experienced team works collaboratively with clients to address their specific financial needs and goals.Read More

What are Tax & Wealth Management social media links?
Tax & Wealth Management Linkedin page Tax & Wealth Management Facebook page
Is Tax & Wealth Management a public company?
Tax & Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Tax & Wealth Management

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