John A. Warekois Team

Learn all about our team and what each member does to further enhance your experience with us. We want to ensure you have the best experience when it comes to your CPA services. We focus on helping you with your personal and business tax preparation. As well as, with payroll, CFO services, bookkeeping, and any other financial service you may need. 

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John Warekois

Owner

John has 23 years as a top financial advisor and CPA, and 10 of those years were spent in the corporate world, working as a CFO for Motorcycle Superstore. While it was truly exciting and satisfying to expand a business into a multimillion-dollar corporation, John missed the interaction and satisfaction of working with people one on one, on a more personal and individual level.

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Jennifer Wertz

Tax Preparer

Jennifer has completed an Associate’s Degree in Accounting from Rogue Community College in 2019 and is a Licensed Tax Preparer.  She has been working with John for 2 years and has previously owned her own business.  Her focus is on Business and Personal taxes as well as Accounting for clients.

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Michelle Ezell

Enrolled Agent

Michelle Ezell is an Enrolled Agent with the IRS and has previously worked for HR Block for over 20 years.  Michelle’s focus is on handling personal returns and resolving disputes with the IRS and other state tax departments of revenue.

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Rita Quezada

Tax Preparer

Rita Quezada is a Licensed Tax Preparer and assists in preparing 1099’s, preparing payroll, and personal returns for customers.  Rita has previously prepared payroll for Motorcycle USA and Motorcycle Superstore with over 300 employees in 3 different states. 

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Lynette Bristow

Tax Preparer

Lynette Bristow is a Licensed Tax Preparer that specializes in Trust and Fiduciary returns as well as Personal returns in addition to Payroll Processing.  Lynette is a co-owner operator of a trucking business and has previously been in charge of payroll for a local trucking Business with over 100 employees.  

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Dolly Beltramo

Tax Preparer

Dolly Beltramo is a Licensed Tax Preparer with 8 tax seasons with HR Block and 5 seasons with John A. Warekois, CPA, LLC.  Dolly specializes in personal and business taxes as well as Trust and Fiduciary returns.

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Darin Ekstrand

Sales & Marketing Management

Darin Ekstrand is a previous business owner, also a current business owner with over 20 years of Sales & Marketing Management in the telecom industry. He has been working with John for three tax seasons. Darin is currently studying for the licensed tax preparer exam.

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Erin Baker

Sales

Erin Baker has been with John for nearly 1 year and has many years of Retail Sales experience.  She is working on becoming a Licensed Tax Preparer. Erin is currently studying for the licensed tax preparer exam.

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Suz Montemayor

Accounting & HR Management

Suz Montemayor is a long-time resident of the Rogue Valley has many years of accounting and HR management.  She was a VP of HR for Motorcycle USA and Motorcycle Superstore.  Suz’s focus is assisting new and growing businesses. Suz is currently studying for the licensed tax preparer exam.

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Becky Marshall

Payroll

Becky Marshall has a business degree from Utah State University.  She has owned her own business and has processed payroll for over 200 businesses.  We are happy to have Becky’s helping our growing payroll clientele. Becky is currently studying for the licensed tax preparer exam.

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Lori Harkey

Accounting & HR Management

Lori and her husband have owned a home building construction company for over 20 years in which Lori was in charge of bookkeeping, payroll, accounts payable, accounts receivable, producing year-end paperwork, and cash flow.  Lori is a long-time resident of the Rogue Valley and loves talking to others about the Bible.

Jami Gilman

Administrative Professional

Jami is one of our Administration Professionals who make customer appointments and keeps everyone organized and working smoothly.  

 

Lucas Baldwin

Bookkeeping & Business Tax Preparer

Lucas performs bookkeeping services for businesses. He also helps businesses with tax preparation and filing.

  

 Personal Taxes 

Our Personal Tax Preparation Services Are Fast & Affordable

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Business  Taxes

Sole Proprietor, LLC & Corporate Tax Preparation Made Easy

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Payroll Services

Direct Deposit, Quarterly, and Annual Tax Filing, & W2 Preparation

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Human Resources

Save Yourself Time & Money With Our Abundant HR Services

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Other Services

Need Help? Accounting, Payroll, Planning, Consulting & CFO Services

Services

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