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Shari Scoles

Shari was licensed as a certified public accountant in 1986. She has been employed in public accounting with Hoots, Baker & Wiley, P.C. since 1995.

Accounting and Management Advisory Services:

  • Performs and supervises accounting and management advisory services for numerous businesses and non-profit organizations.
  • Work closely with clients and is in frequent contact with them throughout the year.
  • Prepares Reviewed and Compiled Financial Statements.

 

Tax Services:

  • Performs and supervises tax planning and return preparation services for corporations, partnerships, estates, trusts, and individuals. Including multi-state tax filing.
  • Assists non-profit organizations with their annual information returns and applications for tax-exempt status.
  • Performs estate planning services and prepares estate and gift tax returns.

 

Auditing Services:

  • Performs a variety of audits, including non-profit organizations, retailers, and retirement plans.

 

Education and Training:

  • Holds a Bachelor of Science degree in business, accounting option.
  • 1985 honors graduate of Montana State University.
  • Member of Tau Pi Phi Honor Society.

 

Professional and Community Activities:

  • Member of American Institute of CPAs and the Oregon Society of CPAs