Tax Preparation, Tax Planning & Business Services:
Providing tax and accounting services to individuals and businesses. Our goal is to provide you with professional services that exceed your expectations.
With years of experience in tax preparation, planning and review, education in taxation, and familiarity with the new tax rules, you can benefit from our services. We can plan your future projected taxes and prepare your current taxes to lower them to the minimum amount that you are required to pay. We will review your prior tax filings to look for possible savings.
CPA Office located in the Central Place Building at 724 S. Central Avenue, Suite 207, Medford, OR 97501
Free Consultation – Call Us Today! 541-500-1544
Warren is a Certified Public Accountant with over 40 years of public accounting experience providing tax, audit, planning and consulting services to closely-held companies, individuals, not-for-profit organizations, trusts and estates.
Warren earned his Master of Science degree in Taxation from California State University Northridge, and his Bachelor of Science degree in Accountancy from Arizona State University.
He is currently certified in California and Oregon. He is a member of the American Institute of CPAs and the Oregon Society of CPAs.
Warren also enjoys guitar, concerts, movies, gardening, white water rafting, camping, and vacation travel.
Peter is a Certified Public Accountant and is currently certified in Oregon. He graduated from Southern Oregon University with a Bachelor of Science in Business Administration (Accounting Concentration) and Certificate in Business Information Systems. Peter’s knowledge and experience will benefit a wide variety of clients, including tax compliance for businesses, individuals, not-for-profit organizations, and trusts and estates. Peter also has experience with a variety of accounting systems and bookkeeping.
Outside of the office, you can find Peter spending his summers hiking and camping and winters snowboarding up at Mt. Ashland.
Nancy is our Firm’s Office Manager. She joined our Firm in 2021, and has many years of experience as an Executive Administrative Assistant, Office Manager, Accounting Clerk, and a Bookkeeper. She has a Bachelor of Science degree in Journalism from San Jose State University. Nancy has successfully raised three children, and enjoys time with her grandson. She moved here in 2003 and has loved the Rogue Valley ever since. She exercises regularly, and enjoys cooking, concerts, gardening, and travel.
724 S. Central Avenue, Suite 207
Medford, OR 97501
|Warren R. Helms, CPAfirstname.lastname@example.org|
|Peter Swift, CPAemail@example.com|
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