Financial Services for Businesses and Individuals

Select Page

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.

Mike Day, CPA/MBA

Mike is perhaps one of the best known tax CPA’s in the Pacific NW with primary focus in real estate.  Also heavy in foreign issues, entity planning, and estate/trust taxation.  Well known locally for being a big picture/creative type and a problem solver.  Admittedly a young 63, but plan to work for several years.  Currently studying for a Series 65 license and considering a business brokerage too.

Mike was principal and president of the CPA firm Conover Day LLC, from 2014 to Jan 2018. During this time this company had various other firm names with Mike as owner or co-owners before that date including Day & Company CPAs, Day Bacon Smith CPAs, and Caton Day CPAs from 1998 to 2014.

Earlier, Mike was a member of Frumenti Lander Wallace CPAs (now Greear Kramer Wallace) as Tax Manager from 1988-1998.

Certifications and other background

  • CPA in Oregon since 1983.
  • CPA in Washington since 1984.
  • CEA certificate in business valuations, used to be in IBA.
  • Member of SW Washington Estate Planning Council.
  • Occasional speaker/instructor, mostly on tax issues.
  • National recognition in Money Magazine tax preparation test, March 1992.  Believe to be 2nd in US.
  • Master in Business Administration (MBA): Oregon State University.  Graduated with 3.75 GPA.
  • Bachelor of Science – Accounting and Management, minor in engineering: Oregon State University.
  • OSU Honors College, Oregon Scholar, National Merit Finalist, Bronze Medal in mathematical Association of America, full scholarship to OSU.  99% on LSAT, never went to law school.
  • USTA 4.0 tennis level, but don’t ask about golf . . .
  • Old football, and believe it or not ‘ping pong” (we called table tennis) player.

Status of dispute with other Conover Day owner: A hostile takeover attempt was made against Mike Day by the other majority owner of Conover Day in late 2017. Mike has strongly reacted to this action and believes he has a solid position for achieving favorable results. This dispute is now moving to an arbitration process to hopefully resolve.  Based on this situation, Mike has joined long-time colleagues at HB Morris in beautiful East Battle Ground Washington.  

 

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.

Book Appointment

6 + 15 =

Page Title

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 with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum

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

Book Appointment

12 + 14 =

Latest Posts

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...

read more

Hello world!

Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

read more