Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

For the safety of clients and staff we are encouraging that all tax documents be dropped off or submitted by email. We can have phone or zoom discussion if needed

There is a potential for an extended tax deadline…but don’t count on it…as I suggest each year ..FILE EARLY and use direct deposit

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Taxes Plus Wealth Management Inc

Deadline to File 2023 Taxes