The practice
Three named practitioners, and you will know which one has your file
Most local firms show one person, or none at all. Three named people with credentials, license numbers and photographs is a stronger trust signal than any amount of copy — which is exactly why we are not going to fake any part of it.
Heather Perkins
Owner and lead tax practitioner
Enrolled Agent · Oregon Licensed Tax Consultant
License number: Enrolled Agent 00160070-EA · Oregon Licensed Tax Consultant 35746-C
Heather owns the practice and signs the returns. As an Enrolled Agent she holds unlimited rights to represent taxpayers before the IRS — a federally granted credential that most preparers competing in this market do not have. She leads on cross-border work, business returns, planning and representation.
Full profilePam Wagner
Licensed Tax Preparer
Oregon Licensed Tax Preparer
License number: Oregon Licensed Tax Preparer 1924349-P
Pam is an Oregon Licensed Tax Preparer. She prepares individual, small business, farm and rental returns, and steps up to handle client calls and emails throughout the filing season so deadlines stay on track.
Full profileKatie Wells
Bookkeeper
25+ years in bookkeeping and payroll
Katie has kept books for small businesses for more than twenty-five years. She runs monthly bookkeeping, catch-up work, QuickBooks setup and payroll — and she is the reason the business returns here are built on reconciled numbers rather than a March reconstruction.
Full profileWhy the credentials are worth understanding
EA, LTC, LTP and CPA mean genuinely different things — particularly on the day the IRS writes to you. We wrote a page explaining all four, including how to verify anyone’s license, ours included.
EA vs LTC vs LTP vs CPA