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Helen Beth Morris, Enrolled Agent (E.A.)

I have been preparing income taxes for over 20 years.  In 1999 I took and passed the Enrolled Agent exam which is administered by the U.S. Treasury.  An Enrolled Agent (EA) is to taxes much like a CPA is to accounting.  I had to pass a four-part exam that covered all aspects of taxation to obtain my EA license.  In order to maintain my license I must complete annual continuing education requirements and remain in good standing with the IRS.  With my EA license I can practice before the IRS, which includes preparing and filing documents, communicating with the IRS, and representing taxpayers in matters involving the IRS.

In 2004, I took and passed Oregon State Board of Tax Practitioners License Tax Consultant (LTC) Exam.  It is the highest rank Oregon gives to its tax preparers.  This licensed needs to be renewed annually and requires that I complete education requirements and remain in good standing.

Prior to my tax work, I worked in the banking industry as a Small Business Administration (SBA) Loan Officer and obtained my Masters in Business Administration (MBA) with an emphasis in finance from Santa Clara University in California.

Harold Tellock, CPA

In late 2010 I bought Harold Tellocks Practice. Harold has been in the accounting profession since November 1977. He received his CPA certificate in December 1978 while working for an accounting firm in Abilene, Texas. He then returned to Vancouver, WA in July 1979 and in May 1980 opened his accounting in Battle Ground, WA. He specializes in helping small businesses in establishing their business as well as providing bookkeeping and payroll services.  Harold grew his business through developing business relationships and great customer service.  In his spare time Harold loves to golf and bowl.

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s

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Accounting and Bookkeeping

HB Morris Financial Services, LLC provides accounting and bookkeeping services to small businesses.  Our services include financial reporting and quarterly and year-end tax returns. We utilize QuickBooks for all your accounting and bookkeeping needs: Financial...

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