Tax & Wealth Management Revenue

Financial Services • Corvallis, Oregon, United States • 21-50 Employees

Tax & Wealth Management revenue & valuation

Annual revenue	$500,000
Revenue per employee	$21,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,600,000
Total funding	No funding

Key Contacts at Tax & Wealth Management

Robert Nash

Intern Director/Licensed Tax Consultant

Sally Dew

Director

Company overview

Headquarters	2334 NW Professional Drive, Corvallis, OR 97330, 97330, US
Phone number	+15417534805
Website	taxandwealthmanagement.com
NAICS	52
SIC	872
Keywords	Tax Planning, Financial Services, Wealth Management, College Planning, Business Planning, Estate Planning, Tax Efficiencies
Founded	1976
Employees	21-50
Socials

Tax & Wealth Management Email Formats

Tax & Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@taxandwealthmanagement.com), used 58.8% of the time.

Format	Example	Percentage
{first initial}	j@taxandwealthmanagement.com	58.8%
{first name}	john@taxandwealthmanagement.com	41.2%

About Tax & 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. 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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Manager

Entry

Intern

Employees by Department

Tax & Wealth Management has 15 employees across 3 departments.

Departments

Number of employees

Funding Data

Tax & Wealth Management has never raised funding before.

Tax & Wealth Management Tech Stack

Discover the technologies and tools that power Tax & Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

DreamHost

Hosting

Datadog

Analytics

Frequently asked questions

Tax & Wealth Management is located in Corvallis, Oregon, US.

You can reach Tax & Wealth Management at +15417534805.

Tax & Wealth Management generates an estimated annual revenue of $500,000. This revenue figure reflects the company's market position and business performance in its industry.

Tax & Wealth Management has an estimated valuation of $1,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Tax & Wealth Management was founded in 1976, making it 50 years old. The company has established itself as a significant player in its industry over this time.

Tax & Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Tax & Wealth Management

Robert Nash

Intern Director/Licensed Tax Consultant

Sally Dew

Director

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