At Tax & Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Bill Heck is one of our four partners. He has more than 25 years of experience in taxes and accounting.
Caroline Erickson is one of our accountants. Her educational background is in accounting and she has 35 years of experience providing not only tax preparation services, but also payroll and accounting services.
David Mendenhall is one of our four partners. He has a Bachelor’s Degree in Accounting from Oregon State University and has over 25 years of experience.
You are one of our talented CPAs with 6 or more years of experience preparing tax returns, consulting, and performing audits and reviews.
Hayley Fields joined Tax & Wealth Management in early 2020 and quickly assumed the role as lead on the administrative team. You will find Hayley supporting the front and back office with humor, compassion, and the occasionally break...
Jessica is one of our talented CPA's experienced in both private and public accounting. She graduated from Oregon State University (GO BEAVS!) with a Bachelor’s Degree in Accounting and a Minor in Sociology. When she is not...
Payroll Services Administrator
Michelle Wilson is our Investment Assistant. She has a Bachelor’s Degree in Accounting from Oregon State University and has over 7 years of experience assisting with wealth management services as well as preparing tax returns.
Mimi Koza is one of our wonderful CPAs who has 24 years of experience in public accounting and tax preparation.
Robert Barry is one of our four partners. He started with our firm as a college intern and enjoyed the experience so much he decided to continue his professional career with us.
Rose has worked in the public accounting industry since 1984 and became a staff accountant in 1992. She moved from Eastern Oregon to Albany in 2020 and joined the Tax and Wealth Management team here in Corvallis. She enjoys the...
Seasonal Tax Preparer
Focus: Tax Preparation for Individual, Corporate, Partnership, and Trust Returns & Accounting.
Chief Operating Officer
Zeb Elkinton is our Chief Operating Officer (COO) who has the overall responsibility for all business functions including: personnel, recruiting, marketing, IT systems, facilities, as well as administrative policies and procedures.