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

Licensed Tax PREPARER/Accounting

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 3 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

Licensed Tax CONSULTANT

Michelle Ezell is an Enrolled to represent taxpayers before the Internal Revenue Service 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

licensed 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. 

 

Lucas Baldwin

Bookkeeping & Tax Preparer

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

Lucas is a recent graduate of OSU and is in the process of acquiring his CPA license.

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Dolly Beltramo

licensed Tax Preparer

Dolly Beltramo is a Licensed Tax Preparer with 8 tax seasons with HR Block and 7 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 ManageR/TAX PREPARER

 

 

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Erin Baker

Tax Preparer

Erin Baker has been with John for nearly 2 year’s 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.  Becky’s is leading with growing payroll clientele.

Becky is currently studying for the licensed tax preparer exam.

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Lori Harkey

Accounting/bookkeeping

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.  

Zach Boutin

CPA

Zach graduated summa cum laude with a Bachelor’s in Business Administration on the CPA Track from Southern Oregon University in 2018 and received his CPA license in early 2021. He has over 4 years of experience working in the Investment Industry where he provided assurance services including SEC compliance, testing, and reporting on the design and operating effectiveness of internal controls over financial reporting, tax return preparation, and financial statement audits for registered investment advisors. Zach thrives on working closely with clients in the community with a focus on Business, Personal, Trust, and Fiduciary tax returns, financial data analysis and consulting, and resolving disputes with the IRS and other state tax departments of revenue.

Jake Shephard

Bookkeeper & Tax Preparer

Jake has completed an Associate’s Degree in Business from Rogue Community College and is completing a Bachelor’s degree in Managerial Accounting at Southern Oregon University.

Jake brings 14 years of customer service experience from his time in the medical field while serving in the US Navy.

  

 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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