About Us

 

​JoAnn Shotola, CPA - Managing Partner

(joann@975cpas.cpa)

 

JoAnn has over 30 years of experience in accounting. She graduated from the University of Oregon in 1981.  JoAnn specializes in a wide range of services including:

 

• Business Consulting for any size firm

• Real Estate Transactions

• IRS/ODR Representation

• Individual, Partnership & Corporate Taxation

• Payroll & Bookkeeping

• Business Evaluation & Management

• Estate and Trust

• QuickBooks Consulting & Support

• Business Evaluation & Management

 

JoAnn is committed to providing professional services from years of knowledge, training, experience and financial acumen. JoAnn’s entrepreneurial mindset helps her connect and establish a long-term relationship with all her clients.

 

 

Marcie D. Hale, CPA - Managing Partner

(marcie@975cpas.cpa)

 

Marcie joined the firm in 1988 and has continued to gain extensive accounting and business knowledge for over 25 years. She graduated from the University of Oregon in 1995 with a Bachelors degree in business. Marcie values a strong and lasting relationship with her clientele.

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Marcie's areas of focus are:

 

• Business Consulting for any size firm

• Real Estate Transactions

• IRS/ODR Representation

• Individual, Partnership & Corporate Taxation

• Payroll & Bookkeeping

• Business Evaluation & Management

• Estate and Trust

• QuickBooks Consulting & Support

• Business Evaluation & Management

 

Marcie regularly presents tax preparation courses for real estate professionals through the Realtors Board.

​

Jon Whitney, CPA - Partner

(jon@975cpas.cpa)

​

Jon joined the firm in 2016. He has more than 20 years experience in public accounting with an emphasis in taxation. Jon graduated from the University of Oregon with a MBA in Finance and Accounting.

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Jon's areas of focus are:

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• ​Individual, Trust, Estate, Non-Profit and Business taxation

• Advice on Business entity formation and new business / start-up consulting

• Estate Planning - Previous member of Eugene Estate Planning Association

• Investment analysis and tax issues. Specialize in large client portfolios

• Real Estate entities, including LLC's, LLP's, and Partnerships - related tax planning and strategies