Donna Priestley Carlson: University of California, Davis, B.S. Plant Science; Accounting degree (in progress). Responsibilities: Retirement plan accounting, administration and auditing; Trust accounting and tax return preparation; Individual, corporate and partnership tax return preparation; Accounting services; MAS90 support services.
Lois Gibbs: Accounting services; Retirement plan accounting; Administration and auditing; Medical office support services; MAS90 & QuickBooks support services; Payroll services.
Jolene Herinckx, CPA: Umpqua Community College, AAS Business Management; Northwest Christian College, B.A. Business Management; Oregon Institute of Technology, Post-Baccalaureate Cert. in Accounting. Responsibilities: Individual, corporate & partnership return preparation; Working trial balance & financial statement preparation; Tax research & planning; Multi-state tax issues; Trust and estate tax return preparation.
Charlotte Hoshino: QuickBooks Pro-Advisor; Accounting services; Problem resolution/support services for QuickBooks, MAS90 & other software products. Payroll services; Corporate and individual tax return preparation.
David McGinnis, CPA, ABV: Brigham Young University, B.S. in Accounting; University of Connecticut, M.S. in Accounting. Responsibilities: Individual, corporate and partnership tax return preparation; Business valuations; Litigation support services; Forensic accounting; Business Energy Tax Credit certification; Tax research & planning; Financial statement preparation.
Anita Veik: Umpqua Community College, Associates Degree.
Responsibilities: Payroll services; Accounting services.
Rachel Young, CPA Candidate.
Oregon State University, B.S. in Business Administration - Accounting. Responsibilities: Auditing, Financial statement preparation; Individual, corporate and partnership tax return preparation; Payroll services.
Joyce Snyder, LTP: Umpqua Community College, Associates Degree. Responsibilities: Payroll services; General accounting and working trial balance preparation; Financial statement preparation; QuickBooks support services; 1099 preparation; Sales tax return preparation; Property tax return preparation.
Back to: Wicks Emmett Staff
Partners: Chuck Chappell, Laura Konecny,
Steve Oleson, Jim Treanor-Weaver
Wicks Emmett Founding Partners:
Shannon Bailey, CPA: Corban University, B.S. in Accounting and Finance; Golden Gate University, Master of Science in Taxation. Responsibilities: Tax research and planning; Individual, corporate and partnership return preparation; IRS problem resolution; Financial statement preparation.
Lynette Herlan: University of Washington, B.A. in Business Administration - Accounting. Responsibilities: Audit In-Charge. Auditing; Financial statement preparation; Form 990 tax return preparation; Forensic accounting.
Mary Gouin: Umpqua Community College, Associates Degree. Responsibilities: Accounting services; Payroll services; Financial statement preparation;
QuickBooks and MAS90 support services;
Individual tax preparation.
Becky Simpson, CPA Candidate.
Eastern Oregon University, B.S. in Business Administration - Accounting/CPA Emphasis. Responsibilities: Trust & estate tax return preparation; Oregon inheritance tax return preparation; Estate tax planning; Individual, corporate, and partnership tax return preparation; Tax research & planning; Financial statement preparation.
Carol Gilbert: Accounting services; Individual and corporate tax return preparation; Payroll services.
Joann Albertus: Accounting services; Individual and corporate tax return preparation.
