Secure Client Portal

Michelle I Wilson, EA, LTC,Financial Advisor

Our Services

Tax preparation and personalized wealth management tailored to your financial goals.

Tax Preparation Services
black Android smartphone near ballpoint pen, tax withholding certificate on top of white folder
black Android smartphone near ballpoint pen, tax withholding certificate on top of white folder

Comprehensive tax solutions for individuals and businesses to maximize your returns.

coffee mug near open folder with tax withholding paper
coffee mug near open folder with tax withholding paper
black smartphone on white pad
black smartphone on white pad
Wealth Management

Strategic investment planning to grow and protect your wealth for the future.

Customized financial strategies to achieve your long-term financial objectives.

Financial Planning

Our Location

Address

2101 NW Fillmore Ave Corvallis, OR 97330

Hours

Mon - Thu 9 AM - 4 PM

Contact

info@balancedaccountingwealth.com

541-602-8541

Fri 9 AM - 1 PM

Michelle Wilson, EA, LTC, Financial Advisor

Michelle Wilson is a Financial Advisor with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial.

“Prudential Advisors” is a brand name for the proprietary retail sales channel of The prudential Insurance Company of America (“PICA” and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professional are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential.