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Three Locations. One Firm. A New Beginning

Three Locations. One Firm. A New Beginning

January 13, 2023

We are live!

As you’ve all heard over the past year, three passionate leaders and their offices have been working to merge offices. It is with immense excitement and pleasure that we officially announce our live merger and furthermore invite you on the next journey for DB Tax & Wealth, Small Office Solutions and Wehring Wealth Management!

Now you may be thinking, “why” or “what” brought these firms together, but when you think of Charlene, Lisa & Wendi, you find fundamental similarities in the way they operate personally and professionally. Their aligned values & culture creates a synergy that’s unmatched, but more importantly, that synergy enables them to share an unwavering commitment to supporting their clients and communities!

Without further ado, is live. We are excited to showcase our new website as it will provide a more robust, hands-on experience for our current and prospective clients. Check out some of our new processes, more in-depth, below:

Our Story

Wealth Planning Process

Tax Process

Accounting Process

As we continue to roll out January 2023, be sure to follow along with our social media channels.