TAX + WEALTH PARTNERSHIP
Already working with a tax professional? Here’s how we can complete the picture.
Through our relationship with Woodstock Tax Service, we have the ability to coordinate your tax strategy and investment plan under one roof. Not every client needs it, but for those who want their taxes and investments working together, it’s here. At Irish & Charuhas, tax strategy and wealth management work together from the start.
You are under no obligation to use the services of Woodstock Tax Service, and may choose any qualified professional to provide tax, CPA, Investment & Brokerage services. These entities and their services are not affiliated with LPL Financial and Irish and Charuhas Wealth Management.
Why it matters
When your tax professional and your financial advisor are on the same team, every decision is made with the full picture in mind. That means investment choices that account for tax impact, retirement income strategies built around tax efficiency, and fewer surprises when April comes around.
How it works
Jim Schaller is both a financial advisor and an enrolled agent who works directly with the Irish & Charuhas team through our relationship with Woodstock Tax Service. For clients who want their tax strategy and investments coordinated, Jim bridges both sides.
MEET JIM
Jim Schaller
Financial Advisor & Enrolled Agent
Jim is the link between your tax strategy and your investment plan. As both a financial advisor and an enrolled agent, he sees both sides of the equation — and makes sure they’re working together.
With over 22 years in the financial industry, Jim works directly with the Irish & Charuhas team to make sure clients aren’t leaving money on the table when it comes to tax-efficient investing, retirement income planning, and long-term wealth building strategies.
Schedule a Conversation
Call us at 503-238-6036 or reach out through our contact page.