Tax and Wealth Management LLP

What Tax and Wealth Management LLP does

Tax and Wealth Management, LLP is a privately-held CPA and financial advisory partnership headquartered at 2334 Northwest Professional Drive in Corvallis, Oregon, operating continuously for over 40 years. The firm delivers an integrated suite of services that combines tax preparation and planning, financial planning and wealth management, CFO services and business coaching, payroll tax services, and estate/gift/trust tax preparation for individuals and small businesses across the mid-Willamette Valley. Securities, advisory, and insurance products are offered through the firm's affiliation with Avantax, a tax-focused financial services community that became part of Cetera Wealth Services LLC in 2023, providing access to broker-dealer and RIA infrastructure without the firm building its own compliance stack.

The business operates as a four-partner LLP (David Mendenhall, Bill Heck, Robert Barry, and COO Zeb Elkinton) supported by roughly fifteen named staff including senior accountants, CPAs, wealth advisory specialists, a payroll administrator, and seasonal tax preparers. Revenue is generated through professional services fees across four streams: tax preparation and compliance, financial planning and investment management (through Avantax/Cetera), tax resolution via the wholly-owned Tax Debt Strategies LLC subsidiary, and CFO/financial statement services. Pricing is largely quote-based with disclosed minimums of $130 for Form 1099 preparation and $25,000-$100,000 minimums for certain advisory programs.

The go-to-market is relationship-led and locally concentrated: clients are acquired primarily through referrals and engage via scheduled appointments at the single Corvallis office, supplemented by an educational blog, a resource center, and a library of online financial calculators. Operational technology is limited to a third-party TaxDome secure client portal for document exchange and communication. The firm holds no proprietary technology platforms, employs no AI/ML capabilities, and shows no evidence of digital self-service distribution, leaving it dependent on human-credentialed expertise as its core value driver.

Name

Tax and Wealth Management LLP

Legal name

Tax & Wealth Management, LLP

Website

https://taxandwealthmanagement.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

11–50 employees

Short description

Tax and Wealth Management, LLP is a four-partner CPA and financial advisory firm in Corvallis, Oregon, serving individuals and small businesses in the mid-Willamette Valley with integrated tax preparation, wealth management, CFO services, and IRS tax resolution through its Avantax/Cetera affiliation.

Ownership category

akta.pro rank

Product category

Tax and Wealth Management Advisory Services

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Tax-Focused Wealth Management RIAs (FSAAACAD)

akta.pro secondary industries

Transfer Pricing & International Tax Services (BPAHABAI), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• Tax preparation services
• Financial planning services
• Wealth management advisory
• Small business accounting
• IRS tax resolution

Headquarters

HQ city

Corvallis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Preparation and Compliance Services: Year-round tax preparation services for individuals and small businesses including tax return preparation, tax planning, and IRS problem resolution. Services include individual returns, business returns (sole proprietorships, partnership & LLCs, corporations), estate/trust/gift returns, and payroll tax services.
2. Financial Planning and Wealth Management: Investment management, retirement planning, estate planning, and financial advisory services offered through affiliation with Avantax. Includes financial check-ups, college planning, IRAs, pension plans, mutual funds, stocks, bonds, annuities, life insurance, and long-term care insurance.
3. Tax Resolution Services: Specialized division called Tax Debt Strategies, LLC providing IRS problem resolution including offers in compromise, installment plans, levy/lien release, penalty abatement, audits, and wage garnishments.
4. CFO Services and Financial Statements: CFO services and business coaching, financial statement audits, reviews, and compilations for small businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Tax & Wealth Management, LLP is a Corvallis, Oregon CPA and financial advisory firm providing year-round tax preparation and planning for individuals and small businesses, personalized financial planning and investment management through Avantax, payroll tax services, estate/gift/trust tax returns, outsourced CFO services and business coaching, and a specialized IRS tax resolution division (Tax Debt Strategies, LLC). The integrated offering combines CPA-level tax expertise with securities-licensed wealth advisory under a single partner-led team.

Product overview

Tax and Wealth Management LLP operates as a unified CPA and financial advisory firm offering an integrated suite of tax, wealth management, and business financial services. The core offering centers on tax preparation and planning (individual and business returns), supplemented by financial planning services encompassing investment management, retirement planning, and estate planning. The firm offers specialized add-on modules including CFO services and business coaching, payroll tax services, and estate/gift/trust tax preparation. A distinct sub-brand, Tax Debt Strategies LLC, provides specialized IRS tax resolution services. Investment products including IRAs, 401(k)s, and mutual funds are offered through its Avantax affiliation. The firm also provides a secure client portal (TaxDome) and online financial calculators as supplementary digital tools. The integrated approach combines tax strategies with wealth management to help clients minimize tax liability while maximizing financial growth.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Comprehensive year-round tax preparation and planning for individuals and small businesses in Corvallis and surrounding areas, including individual returns, business returns (sole proprietorships, partnerships, LLCs, corporations), estate/trust/gift returns, payroll tax services, state-to-state filings, and proactive tax planning to minimize liability.
• Financial Planning Services Personalized financial advisory covering investment management, retirement planning, college planning, estate planning, and wealth advisory tailored to individual client needs, risk tolerance, and long-term goals, including IRAs, mutual funds, stocks, bonds, and annuities offered through the Avantax/Cetera affiliation.
• CFO Services and Business Coaching Outsourced CFO-level services for small businesses including financial statement audits, reviews, and compilations, compliance reporting, and business coaching to provide professional financial management without an in-house finance team.
• Tax Debt Strategies, LLC (IRS Tax Resolution) Specialized tax relief division offering IRS problem resolution including Offer in Compromise negotiation, installment plans, levy/lien release, payroll tax problem resolution, penalty abatement, audit representation, wage garnishment relief, and delinquent return filing assistance. Operates as a Certified Tax Resolution office trained in the Internal Revenue Manual.
• Payroll Tax Services Quarterly payroll tax reporting, W-2 and 1099 preparation services for small businesses, including new hire reporting compliance. Form 1099 preparation carries a disclosed minimum charge of $130.
• Estate, Gift, and Trust Tax Return Preparation Expert preparation of complex federal and state estate, gift, and trust tax returns, with related assistance on estate plans, business succession plans, and charitable giving strategies for clients with complex intergenerational wealth transfer needs.
• Investment and Financial Products through Avantax/Cetera Investment product offerings including IRAs, Roth IRAs, IRA Rollovers, Pension Plans, SEP-IRAs, Simple IRAs, 401(k)s, mutual funds, stocks, bonds, and annuities placed through the Avantax/Cetera Wealth Services network, with a tax-intelligent planning approach. Some recommended accounts carry minimums of $25,000 to $100,000 depending on the advisory program. Securities are offered through Cetera Wealth Services LLC, member FINRA/SIPC.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• AvantaxcoreStrategic or Co-development PartnerAvantax is a tax-focused financial services network that supports independent tax and financial professionals. Tax & Wealth Management operates as part of the Avantax community, which was formed in 2019 through the unification of HD Vest and 1st Global, with HK Financial Services added in 2020. In 2023, Avantax joined Cetera. The network supports over 3,000 Financial Professionals with approximately $107 billion in assets under administration across all 50 states. The firm provides advisors with tools, processes, and platforms for tax-intelligent financial planning.
• Cetera Wealth Services LLCcoreStrategic or Co-development PartnerCetera Wealth Services LLC is the parent company that acquired Avantax in 2023. Securities are offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser. The firm provides the regulatory and operational infrastructure for the affiliated advisors.
• Tax Debt Strategies, LLCcoreStrategic or Co-development PartnerTax Debt Strategies, LLC is a specialized division created by Tax & Wealth Management to handle IRS problem resolution services. Zeb Elkinton serves as COO of both the main firm and Tax Debt Strategies. Services include offers in compromise, installment plans, levy/lien release, penalty abatement, audits, wage garnishments, and delinquent tax returns.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• BDO USA: Top-five global accounting network with U.S. wealth advisory and tax practices serving individuals and small businesses. Comparable service mix (tax + advisory) at significantly larger scale.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of financial advisors with wealth management and investment products. Competes with Avantax/Cetera for CPA-affiliated advisors like Tax & Wealth Management.
• Cetera Wealth Services: Parent of Avantax and the broker-dealer through which Tax & Wealth Management offers securities and advisory services. Operates as a broader multi-channel wealth management network with significantly larger scale.
• Commonwealth Financial Network: Independent broker-dealer/RIA supporting independent financial advisors with planning, investment, and technology platforms. A natural alternative affiliation for CPA-advisors of Tax & Wealth Management's profile.

Regional players

• Moss Adams: Largest accounting and business advisory firm based in the Pacific Northwest, with a Corvallis-adjacent presence. Provides tax, audit, and wealth advisory services to similar client segments in the same geography.

Direct peers

• HD Vest Financial Services: Legacy tax-focused wealth management network that merged into Avantax in 2019. Targets CPAs and tax professionals offering investment and insurance solutions, directly comparable to Tax & Wealth Management's positioning.
• Optima Tax Relief: Largest dedicated tax resolution firm in the U.S., offering Offer in Compromise, levy release, and audit representation. Competes directly with Tax Debt Strategies, LLC for IRS problem resolution cases.
• 1st Global: Tax-focused wealth management practice that unified with HD Vest to form Avantax. Provides CPA-affiliated advisors with tax, investment, and practice-management capabilities akin to Tax & Wealth Management.
• Anthem Tax Services: National tax resolution firm offering IRS problem resolution, penalty abatement, and tax debt services. Mirrors the service offering of Tax Debt Strategies, LLC and competes for the same distressed-taxpayer segment.
• Avantax: Tax-focused financial services network of which Tax & Wealth Management is an affiliate. Avantax supports over 3,000 Financial Professionals with ~$107B in AUA, offering the same wealth management + tax-aware planning model at scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/tax-and-wealth-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tax and Wealth Management LLP