Warren R. Helms, CPA

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 Swift, CPA

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 Helms, Office Manager

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.