Enrolled Agents are tested and licensed by the Internal Revenue Service. Licensed Tax Consultants and Licensed Tax Preparers are tested and licensed by the State of Oregon. All are required to meet continuing education requirements each year and subscribe to a strict code of ethics.
Carol Jonasson, EA, LTC# 4870-C
Carol has extensive experience (30 years) in individual and business tax preparation, payroll and bookkeeping. She belongs to the National and Oregon Societies of Enrolled Agents. After 7 years of college, several degrees and work as a clinical and research bacteriologist, she changed directions and decided to try tax and accounting. When not doing taxes, you will find Carol on the tennis courts, traveling, enjoying family, friends and grandchildren, or river rafting and fishing.
Katie Parker, EA, LTC# 32126-C
Katie has worked in the tax business for over 10 years. She enjoys working on all types of returns and specializes in clergy and small business returns. She is a member of the National and Oregon Societies of Enrolled Agents. On her off time she enjoys traveling and laughing with friends and family.
Shayna González, LTP# 35795-P
Shayna is the newest member of our team. She received her Oregon Tax Preparer’s License in 2015. Shayna is bilingual, fluent in both English and Spanish. She is our resident bookkeeper, helping our small businesses with their record keeping and payroll needs. On her free time Shayna enjoys spending time with her daughters and dogs and using her musical abilities to encourage others.
It is the policy of our firms to handle the information you provide us with the utmost confidentiality and care. We restrict access to nonpublic information about you to members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal and confidential information to anyone outside our firm without your express written permission to do so.
We maintain physical, electronic and procedural safeguards that comply with the federal regulations to guard your nonpublic personal information.
If you have any questions about this policy, please do not hesitate to contact us.