How your investments and your taxes work together — not against each other.
Why Financial Advice with a
CPA Makes a Difference
When most financial advisors focus exclusively on investment returns, they often overlook tax-drag, asset-location inefficiencies, business-owner planning, and the broader impact of taxes on wealth accumulation.
With John’s dual expertise as a CPA and former CFO, you get a financial partner who:
- Reviews how your investments affect your tax liability
- Designs retirement or exit strategies with tax-avoidance in mind
- Bridges your business finances and your personal wealth plan
Make smarter decisions — and feel confident your advisor understands your entire financial landscape.
The John A. Warekois CPA Approach
With over three decades of professional experience — including a corporate CFO role that helped scale a business from $7 million to $100 million in revenue — John brings rare institutional insight to small-and-mid-sized business owners and individuals alike.
Here’s how we work together:
- Discovery & Goal-Setting – We start by understanding you: your business (if applicable), your personal situation, your legacy ambitions, your tax posture and existing investment structure.
- Tax-Smart Investment Planning – We build a plan that aligns your portfolio with your tax situation: optimizing asset location, designing efficient withdrawal strategies, coordinating with your CPA and tax-advisors, addressing business owner wealth events (like succession or sale).
- Ongoing Review & Coordination – Markets shift, tax laws change, business conditions evolve — we stay engaged with your team, update your plan, monitor performance, adjust for risk and opportunity, and ensure tax-efficiency remains central.
Partnering with us means more than a quarterly portfolio review — it means an evolving strategy anchored in your goals and protected by proactive tax insight.
Annie has been an absolute pleasure to work with, I honestly feel so lucky to have had her expertise and assistance in helping me file. I can only say great things. Thank you Annie and thank you John. Your whole staff has always been kind and professional towards me
Response from the owner 19:11 24 Sep 25
Thank you, Molly! We’re so glad Annie was able to make the process such a positive experience for you. Your kind words about John and the whole team mean a lot — we truly appreciate your trust and look forward to continue working with you.This firm is exceptional! They were recommended by several friends and family members who own businesses in the Rogue Valley, and jumped in head-first to salvage the books of my two businesses (one S-Corp and one LLC), after four years of working with another firm who made massive mistakes and abruptly terminated our contract when I presented questions to them following a contact by the IRS. Aryan Patel went above and beyond to clean up our books, and he put an unmeasurable amount of effort into both educating us on how to more properly account for items that were not previously accounted for correctly, and educating us on the granular details of how the accounting ties into the returns. Prior to having our 2024 returns filed, he left no stone unturned, digging into the details of past filings to better understand our businesses, and correcting mistakes made by the other firm, including assets that were mislabeled and/or were not expensed or depreciated despite me providing the supporting documentation in writing to the other firm on numerous occasions. For the first time since becoming a business owner, I actually know that every single expense and asset is properly accounted for, and I can locate where they exist within my books. The morning our returns were filed, he provided us with a 90-minute in-person meeting to go over every detail of our books and returns, before providing us with a comprehensive consultation on how to best optimize our returns for 2025. At the end of it all, we were charged half of what the other firm charged, and this firm put forth 10x the effort. I cannot say enough - but I really appreciate them and am very thankful for everything they have done! The amount of stress and anxiety that they took off of my shoulders has literally allowed me to sleep at night again. I am so thankful for them!
Response from the owner 17:57 19 Sep 25
Blake,Thank you so much for taking the time to share such a detailed and thoughtful review! We’re thrilled to hear that our team was able to help you regain clarity and confidence in your books. Aryan and the rest of our team take great pride in ensuring our clients not only have accurate financials but also a deep understanding of their businesses.It’s incredibly rewarding to know that our work has helped reduce your stress and given you peace of mind — that’s exactly why we do what we do. We truly appreciate your trust in us and look forward to supporting you and your businesses for many years to come!Devan did an excellent job and was very timely and responsive to my needs. TR Real Estate.
Response from the owner 15:30 16 Sep 25
Thank you, Todd! We’re so glad to hear that Devan was able to provide timely and responsive support to meet your needs. We truly appreciate your trust in us and look forward to continuing to support you and TR Real Estate.Our small business switched to John Warekois’s office a few years ago and it has been one of the best decisions our company has made!
Aryan and Kristy helped with our taxes this year and were helpful, prompt, and kind in all of their interactions. They both went above and beyond to keep me informed through the process and answer all of my questions. Becky handles our payroll and is absolutely wonderful. Her payroll knowledge is invaluable!
Running a small business comes with inevitable hurdles, and I am so thankful to have the expertise of John and his team while we navigate taxes, payroll, and bookkeeping.
Aryan and Kristy helped with our taxes this year and were helpful, prompt, and kind in all of their interactions. They both went above and beyond to keep me informed through the process and answer all of my questions. Becky handles our payroll and is absolutely wonderful. Her payroll knowledge is invaluable!
Running a small business comes with inevitable hurdles, and I am so thankful to have the expertise of John and his team while we navigate taxes, payroll, and bookkeeping.
Response from the owner 16:21 26 Aug 25
Carly, thank you for the wonderful 5-star review! We’re honored that you chose to switch your business over to us and even more grateful to hear it’s been such a positive decision for your company. Aryan, Kristy, and Becky will be thrilled to know their efforts made a difference — they truly enjoy supporting our clients. Business ownership can come with its challenges, and it means a lot to us that you trust our team to help with taxes, payroll, and bookkeeping. We’re excited to keep supporting you and your business for many years to come!— John Warekois, CPAWe cannot recommend Devan Patel enough! My parents have been working with him on their personal and business taxes, and the experience has been absolutely outstanding. From the very beginning, Devan showed incredible patience, professionalism, and a genuine desire to help. He took the time to explain everything clearly, making sure my parents understood each step of the process, and went above and beyond to ensure nothing was overlooked.
Devan’s attention to detail is remarkable, and his kindness made what could have been a stressful process into something smooth. It’s rare to find someone who is not only highly skilled but also truly cares about their clients—and Devan Patel is exactly that.
I highly recommend John and Devan to all new clients looking for a professional team to handle their taxes! You will not be disappointed.
Devan’s attention to detail is remarkable, and his kindness made what could have been a stressful process into something smooth. It’s rare to find someone who is not only highly skilled but also truly cares about their clients—and Devan Patel is exactly that.
I highly recommend John and Devan to all new clients looking for a professional team to handle their taxes! You will not be disappointed.
Response from the owner 19:41 12 Aug 25
Thank you so much, Melissa, for your thoughtful and generous review! We’re absolutely thrilled to hear that your parents had such a positive experience working with Devan. His dedication to providing clear, compassionate, and detail-oriented service is something we truly value, and it’s wonderful to see that reflected in your feedback.We’re also grateful for your kind words about our team, including John. It means a lot to us that you would recommend us so highly—we strive every day to make tax preparation and financial guidance as smooth and stress-free as possible for our clients.Please don’t hesitate to reach out if there’s ever anything more we can do for you or your family. We’re always here to help!I have been using John Warekois CPA for my bookkeeping taxes and payroll for a few years now. Zach and Devan are always on top of it and very supportive for my accounting and tax needs.
Response from the owner 19:42 12 Aug 25
Thank you so much, Greg, for your continued trust and support! We’re grateful to have had the opportunity to work with you over the past few years, and it’s wonderful to hear that Zach and Devan have been able to consistently meet your bookkeeping, payroll, and tax needs.Your kind words mean a lot to our team. We’re committed to providing reliable, responsive service, and it’s great to know that our efforts are making a difference for you.If there’s ever anything more we can do to support your business, please don’t hesitate to reach out. We truly appreciate your partnership!Zach Schorr Tax Associate "is our guy"! John and I have been a loyal client for 3 years and in return the John Warekois team has returned to us great service. Also, we have recommended this firm to our personal friends and even a church. See you next tax season. Thank you!!!
Response from the owner 14:56 30 Jun 25
Thank you so much, Kathleen! We truly appreciate your kind words and continued trust over the past three years. It means a lot to our whole team—especially Zach—to know we’ve earned your loyalty and referrals. Serving you, John, your friends, and even your church community is an honor. We look forward to seeing you next tax season!— The John Warekois CPA TeamThank you Dolly and Loran for meeting with us on a capital gains question. Loran recommended John Warekois, CPA and we are happy we made the appointment. After talking with Dolly, we have a much better understanding of what our tax burden will be for 2025 and so far, it looks better than we thought. You guys rock!
Response from the owner 19:56 13 May 25
Hi Linda,Thank you for the fantastic 5-star review! We're thrilled to hear that Dolly and Loran provided clarity on your capital gains question and that your meeting with them left you with a better understanding of your 2025 tax burden—great news that it’s looking better than expected! We truly appreciate your kind words and Loran’s recommendation. Looking forward to continuing to support you!Best, The John A. Warekois TeamGood experience, knowledgeable about business taxes, good communication with my preparer Annie.
Response from the owner 19:55 13 May 25
Hi Mercedes,Thank you for the 5-star review! We're delighted to hear you had a good experience and appreciated Annie's knowledge about business taxes and clear communication. We look forward to continuing to provide you with excellent service!Best, The John A. Warekois TeamDevan helps me with my accounting, and he has always done a great job! He is respectful, timely, and is considerate of my needs as a business owner. Becky is also amazing in payroll!
Response from the owner 19:55 13 May 25
Hi Pearl,Thank you for the glowing 5-star review! We're thrilled to hear that Devan has been doing a great job with your accounting, providing respectful, timely, and considerate service tailored to your needs as a business owner. It’s also wonderful to know that Becky has been amazing with payroll. We truly appreciate your kind words and look forward to continuing to support your business!Best, The John A. Warekois Team
CPA-Lead Advisory
You get tax strategy built in, not added later.
Complete Perspective
We integrate personal, business, investment, tax and legacy planning.
Experience That Builds Confidence
Decades of CPA and financial advisory experience, you’ll have seasoned guidance.
Transparent, Proactive Approach
No surprise fees. Clear communication. Action-oriented guidance.
Start Today — Your Next Step
Ready to align your investments with your tax-plan and business goals? Let’s talk.
(And yes, we speak Spanish: Se habla español)
Office Locations: 250 E Pine St., Central Point, OR • 1692 Williams Hwy., Grants Pass, OR
