Oregon CPAs Steve Tuchscherer CPA, PC

Individuals > Wealth Management:

Designing a path for future financial success is complicated. A few of the factors that should be considered are your: job, income, family and health. Never mind the consideration that needs to be given to the economy and taxes. It’s a daunting effort, right? Even though it’s one of the most important things we can do, it’s little wonder that we spend more time thinking about our next vacation than we do trying to map out our financial future.

There are plenty of well-meaning advisors, but in most cases, by their own admission, they are not qualified to provide you with advice about your taxes - a crucial factor. Wouldn’t you agree that is a troubling weakness? How can the best path for you be offered when your tax situation is essentially ignored? Good strategies MUST include tax planning. Your financial goals must be based on complete and accurate analysis of ALL of your information, including a solid tax planning strategy. And that is what we do.

We are not like most advisors. If we are preparing your taxes we already have your crucial tax information. We are experts in tax law; we understand how tax laws affect your finances, and include the examination of your current and future tax situation in developing your goals.

We want to help you make the most of your hard-earned money, and we are here to help you make that happen. If you have already developed good financial habits, we are ready to help you make sure those habits are accomplishing your goals. Set up an appointment today to get started on the path towards your fiscal future.

171 NE Exchange Ave, Roseburg, OR * 541.677.8100 * info@oregoncpas.com

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