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Helen Bagley

Helen was licensed as a Certified Public Accountant in 1997. She has been employed in public accounting since 1988, and joined Hoots, Baker & Wiley, P.C. in 2004.

Accounting and Management Advisory Services:

  • Assists and educates clients in developing accounting systems and making management decisions specific to their business.
  • Guides clients in the use of comprehensive financial information to make prudent business decisions regarding budgeting, tax planning, and forecasting.
  • Certified QuickBooks Pro Advisor offering individual instruction to clients
  • Prepares Reviewed and Compiled Financial Statements

Tax Services:

  • Analysis, planning and preparation of individual, partnership, corporation, non-profit, and trust tax returns.
  • Performs estate planning services and prepares estate tax returns.
  • Assists non-profit organizations with their annual information returns and applications for tax-exempt status.

Education and Training:

  • Attended Chemeketa Community College, Western Oregon State College and Willamette University
  • Challenged the CPA exam based on experience

Auditing Services

  • Performs a variety of audits, including non-profit organizations

Professional and Community Activities:

  • Member of the American Institute of CPAs and the Oregon Society of CPAs
  • Member of the Willamette Valley Estate Planning Council