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Tax and Wealth Management Revenue and Competitors

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Corvallis, OR 97330 USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Tax and Wealth Management's estimated annual revenue is currently $5M per year.(i)
  • Tax and Wealth Management's estimated revenue per employee is $168,000

Employee Data

  • Tax and Wealth Management has 30 Employees.(i)
  • Tax and Wealth Management grew their employee count by 7% last year.

Tax and Wealth Management's People

NameTitleEmail/Phone
1
Chief Operating OfficerReveal Email/Phone
2
CPAReveal Email/Phone
3
PartnerReveal Email/Phone
4
QuickBooks/BookkeeperReveal Email/Phone
5
Wealth Management AssistantReveal Email/Phone
6
Senior AccountantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5M307%N/AN/A
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What Is Tax and Wealth Management?

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.

keywords:N/A

N/A

Total Funding

30

Number of Employees

$5M

Revenue (est)

7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$5M3011%N/A
#2
$3.6M31-6%N/A
#3
$6.3M327%N/A
#4
$1.7M343%N/A
#5
$5.6M343%N/A