Client Service Philosophy
Our experienced professionals have helped many people just like you pursue their financial objectives.
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Services
We educate our clients and take the mystery out of investing, income tax, and preserving wealth.
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Our Team
Our team approach offers a range of services to provide more benefits to our clients.
Learn MoreWelcome to Camp Tax & Wealth Partners, LLC
From income tax preparation to wealth management, we are here to help. Our knowledge, experience, value and integrity are the cornerstones of our business. With over 35 years of experience, we have a vast knowledge in financial services.
We strive to offer the highest level of professionalism while creating honest relationships with all our clients. Our goal is to be your financial partner, offering sound advice for years to come.
We look forward to working with you through all stages of your life.
Contact UsHelpful Content
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
How to Keep Your Retirement Savings Working for You
Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Building a Financially Informed Legacy
Financial legacies are built through education and stewardship. Prepare your family for long‑term wealth decisions.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Saving for College 101
Here's a crash course on saving for college.