Dani Lack Email

QuickBooks/Bookkeeper . Tax and Wealth Management

Current Roles

Employees:
30
Revenue:
$5M
About
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.
Tax and Wealth Management Address
2334 NW Professional Drive
Corvallis, OR 97330
United States

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