Getting married is one of the most important events in many people’s lives. Within this section you will find several guides to help you acquire necessary financial intelligence and wisdom.
| Getting Married (or Divorced): Some Financial Guidelines Life Insurance: How Much and What Kind To Buy |
| Getting Married: Frequently Asked Questions Life Insurance: Frequently Asked Questions |
First-year bonus depreciation had been phasing down 20 percentage points annually since…
Various tax benefits, including tax exemption, tax deferral, tax credits, and deductions,…
Once you have a child, financial planning for the future becomes even…
The death of a spouse or loved one is a difficult time….
What are the financial implications of marriage (and of divorce and remarriage)?…
Table of Contents How do insurance companies classify individuals for rate purposes?…
Monica started with the firm in 2022 in a temporary capacity and came back February 2023 as an Administrative Assistant. She has an Associates degree in computer science and over ten years of customer service experience.
Tom has worked in public tax accounting since 2019, and has been employed with the firm since 2021.
Debbie has been employed in public accounting with the firm since 1980.
She retired from our office on April 30, 2025.
Derek has worked in public accounting since 2020, and has been employed with the firm since January 2024.
Stacy BeyerStacy is office manager for the firm. She joined the firm in 2005. She was licensed as a licensed tax preparer in Oregon January 2018. She oversees the billing for the firm and the electronic filing of tax returns and extensions for clients. She types financial statements, provides customer service to clients, and maintains the continuing professional education records for the accountants. She is also a notary public for the State of Oregon. Stacy graduated from Western Oregon University with a Bachelor of Arts degree in English, and has previous experience with a public relations firm.
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