Erickson Wealth & Tax Management
Accounting
Our proven four factor investment strategy allows investors to face an unknown tomorrow with an empowering investment strategy that realizes market rates of return (net of expenses) and true global diversification. Our investment policy does not have hidden expenses or behaviors that can cripple investment returns. Effective tax coaching does not rely on being aggressive or searching for grey areas. Good tax coaching, yes, reduces your tax bill, but it also brings you peace of mind and helps you prepare for possible changes without over-reacting.
We have helped people with their finances since this evolved firm began over 60 years ago and we still aim to illuminate the essential truths about taxes and investing in as many places and for as many people as possible. There is very little more beautiful than that "aha!" experience that people have when it all comes together. Read more
3 recommendations
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Jessica S.
Curtis has handled my taxes for several years now. He has always done a good and thorough job, and makes things easy for me by doing everything electronically (accepting files, communicating via email, etc). He is quick to respond to questions throughout the year.
Original recommendation -
Thomas Smith
Curtis, thanks so much for getting me out of the hole I had dug myself. No more phone calls from the IRS in a month, and I thought they'd never stop calling. Thanks again & again!!!!!
Original recommendation -
Tim King
I liked best that I didn't have to do extra work learning what you do to do my taxes the right way. I gather the info, send it to you and its done before I know it. If you want someone who knows the ins and outs of taxes and who stands behind you than Erickson Wealth and Tax management is the best. And yes, I will suggest you to my friends.
Original recommendation
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We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.