Tax Reduction Planning

Whether you run a wellness studio, holistic health practice, or wellness product brand, smart tax planning can make all the difference in your financial health. At Valley CFO, we understand the unique challenges wellness professionals face — from managing multiple income streams to navigating deductions for equipment, space rentals, and continuing education.

Our experienced team specializes in creating customized tax strategies designed to minimize your tax burden while keeping you fully compliant. We’ll take the time to understand your practice, services, and growth goals so we can craft a tax plan that supports your mission to help others thrive — while protecting your bottom line.

Beyond your business, we also offer personal income tax planning, retirement strategies, and succession planning to help you build long-term financial balance and peace of mind. Let us handle the details so you can focus on your clients, your studio, and your well-being.

Tax Accountant for Wellness Professionals

Call us today at 503-877-4605 or request a consultation online to learn how our tax planning services can support your wellness business.

• Strategic tax planning for wellness practices and studios
• Federal and state income tax preparation
• Self-employment and payroll tax support
• Multi-state and online business tax services
• Sales tax and IRS audit representation
• Electronic filing (E-file) for faster processing