my Vision
To be recognized as an effective, personable, and technologically-advanced accounting firm serving clients throughout the state of Oregon.
my Mission
My mission (should you choose to accept) is to be your trusted business or tax advisor, creating value through accounting, tax, and consulting services. I am here to provide insightful advice that empowers you to make informed financial decisions.
I am dedicated to providing exemplary service by offering tailored arrangements based on how you prefer to conduct business.
my Core values
You Matter
Integrity Matters
Knowledge Matters
Community Matters
you
matter
I believe in providing a direct, personal, and confidential relationship with you as my client. I work closely with you to provide services and information you need, when you need it.
My practice and processes are designed to operate efficiently through streamlined secure technology, remote conferencing, and online payments. That being said, everyone is different and services are tailored to your needs and preferences.
Through clearly defined expectations, we’ll make a great team!
integrity
matters
I believe in being conscientious and operating with integrity and honesty, consistently producing quality work at reasonable fees.
This also applies to clients. If you don’t plan to follow the rules, I’m not your kinda gal. I do not work for the IRS, but I do follow regulations. I will always look for ways to lower tax liability through forward-thinking and strategic approaches under parameters allowed by law.
knowledge matters
I believe that knowledge matters. As a licensed CPA in the state of Oregon, I’m required, at a minimum, to submit 80 hours of continuing education every two years. In reality, I spend a significant amount of extra time researching tax strategies, continuing changes to the tax code, and learning the nitty-gritty so you don’t have to.
I know A LOT, but I don’t know what I don’t know. The good news is that by becoming a CPA, I’ve obtained a to a “license to learn.” I LOVE learning new things and solving complex problems. (If it involves a spreadsheet, I’m even happier.) That being said, if I feel your situation is beyond my expertise, I will be happy to refer to a team of trusted colleagues.
community
matters
I believe that by being involved in my community I can grow both personally and professionally.
I’m fortunate to live in a community known for collaboration. The annual Tillamook High School Charity Drive event is a class competition to raise funds for Dornbecher Children’s Hospital. The event, impressively supported by the community, raises a record number each year!
I currently serve as the YMCA Board Treasurer, my Church Board Treasurer, and am involved in Boy Scouts of America and Tillamook 4H with my children.
COMMITTED
I’m passionate about my commitment to valued clients like you. But to be completely transparent, these people below are what it’s all about. They motivate me to be a better wife and mother each and every day. Most of the year I am able to be the ever-present companion, chauffeur, fixer-upper designer, party-planner, vacation-planner, dinner-maker, housecleaner, and grocery-shopper. Then tax time rolls around and they step-up so I can welcome my favorite time of year with open arms! They know how I like my coffee and they know where to find me, behind the computer crunching numbers when the rest of the house sleeps or curled up in a corner reading technical bulletins. I am blessed beyond measure.
Work Hard. Play hard.
Yes. I do love talking tax, but we also love to EXPLORE and experience places beyond home-base. We were so thankful to be able to travel and camp in Yellowstone National Park last summer. If you haven’t been, I highly recommend it!
