ACCOUNTAX OF OREGON - Key Persons

Annette is 3rd generation Oregonian, graduating from Tigard High School, Portland Community College, and Portland State University with a BS in Accounting and Business. She has worked in various industries and uses her wide experience to client advantage. While doing a life assessment, she realized the happiest working moments of her career were when she was helping clients through the tax system. She has worked with tax clients for 35 years as a Licensed Tax Preparer. She earned her Licensed Tax Consultant and Enrolled Agent status and started AccounTax of Oregon in 2004. (An Enrolled Agent is licensed to practice before the IRS). She enjoys teaching and has run a Tax School to help students pass the LTP exam. She earned one of the highest pass rates in the state. Annette speaks regularly to various professional organizations around Oregon and loves to share her passion for taxes, clients, and small business. Her tag line is "YIPPEE! It's Tax Time!"

The majority of Dan's professional life has been spent in high tech sales, including owning a manufacturer's representative company with offices in Portland, Seattle, and Vancouver, BC, thus making good use of his engineering degree from Worcester Polytechnic Institute. In the course of that activity, he became very familiar with the financial, legal, and tax details required of a small business owner. After retiring from that business in 2007, he decided to get more deeply involved in tax preparation, an area that he had always found intriguing. He has been with AccounTax of Oregon for five years as a Licensed Tax Preparer, where he works with small businesses, as well as individual clients. Dan volunteers his time as treasurer of Calvin Presbyterian Church and as a board member of Tigard Basketball Association. Dan is married with three grown children and two grandchildren. In his spare time, he likes to play golf, referee youth basketball, and root for the Trail Blazers and Red Sox.

Job Titles:

• Team As Office Administrator

Diane joined the AccounTax of Oregon Team as Office Administrator in 2022.

Oscar graduated from Milwaukie High School in the summer of 2019, then took classes in business at Clackamas Community College. He joined AccounTax of Oregon on January 2020 as an Office Admin. He then took the 80-hour course in tax law, and is now a Licensed Tax Preparer for AccounTax of Oregon. He enjoys going to Pacific City beach and spend his free time with his family.

Sherry joined AccounTax of Oregon in January 2017. She has been an Oregon CPA since 1984 and started her professional career at a "Big 4" CPA firm. She has worked in various Portland service organization in accounting, internal audit and tax. Sherry enjoys helping clients resolve business and personal tax issues and seeing their pleasure when the returns are done!

Until his retirement in 2015, Bill spent 30 years in consulting to small businesses. He volunteered for AARP Tax Ade for over 10 years and then decided to become more deeply involved in tax preparation. He joined AccounTax of Oregon in 2019 as a Licensed Tax Preparer because he enjoys helping people take the stress out of taxes. Bill volunteers his time with Clackamas County Court Appointed Special Advocate for Children. He has a BA from Notre Dame University and an MBA from St. Louis University. He is a retired USAR Army officer. He is married and has 2 children and 4 grandchildren.