The office of SHIRLEY WARNER, EA, LTC, is an income tax office providing services to individuals, partnerships and corporations.
Oregon Society of Tax Consultants, Oregon Association of Tax Consultants, Washington State Tax Consultants and Oregon Association of Independent Accountants.
Income tax services are provided to individuals and small business including partnerships and corporations. Limited payroll and quarterly reporting services are offered.
Shirley Warner is an Enrolled Agent, Oregon Licensed Tax Consultant and a Graduate Fellow of the National Tax Practice Institute. From 1979-1984 Shirley taught the Intermediate Tax continuing education class at Clackamas Community College. Shirley has been preparing taxes since 1976, first as a part-time activity operation from her home in Oregon City, OR, until January, 1988 when a full-time tax office opened in North Portland.
Currently her practice is primarily at 1415 N Rosa Parks Way, Portland, OR but sees clients at her home in Oregon City (Redland area) only on Tuesdays or evenings as arranged.
Marvene Lukas, is a long-time friend, having first worked together in the insurance industry in Eugene, OR beginning in 1958 and then again in Portland beginning in 1962. She became a Licensed Tax Preparer in 1990 and was a valuable member of this firm from January 1991 until she retired in April, 2016.
Sherry Moore, EA, retired from her long-time corporate employment to commence preparing taxes in this office in January, 2010. She handles a full range of tax preparation returns from January through late April. She has been a basic tax preparation instructor and does some limited consulting.
Support staff consists of John Vassallo and Dawn Carson. They are the team that keeps things running smoothly during the chaos that’s called “ tax season”.