Meet Our Team
The world works best
when we each focus on what
we are designed to do.
We want you to spend more time doing the things you are good at, knowing you have us on your team to handle the tax side and strategy side of your business.
Joshua Jordan, CPA
CPA and entrepreneur. I spend as much time as possible looking at high level strategies and figuring out how to get the most impact for the least amount of time and money spent. I ask questions like: What are the leverage points that are worth going after? How can we look around the corner into the future and make a choice that will position our clients better so they have a better result?
I love small businesses and want to see them succeed. My practice is focused on helping individuals and small business owners make good decisions about their taxes, without getting bogged down in trivial details. I want to make an impact with the work I’m doing. When we work with small businesses we can see the impact of our work.
Some people wonder why I chose to be a CPA. I chose this line of work because I want to help small businesses make better tax and financial decisions and help them avoid the booby traps that are out there. My goal is to help you focus on your business and figure out if it is a good idea or not without getting blown up by bad accounting.
I started my career at a growing company where I did a lot of repair on their accounting systems. I built them a foundation that gave them real numbers so they could make decisions based on the actual situation and not how they felt the business was going. There are growing pains when going from a couple million dollars in revenue to 10 million in revenue and I helped them navigate through.
As someone who grew up with a CPA dad, I was introduced to this industry at a young age. I enjoyed watching my dad build his business. My connection with family owned small businesses is why I choose to work with small businesses today.
I’ve always liked using my analytical strengths to solve business problems. Now, I like to bring my tax and accounting background and expertise to small businesses throughout California and Oregon.
Kelli O’Shea – Tax Preparer
Kelli is our tax preparer and specializes in tax compliance. She will reach out to you if there is any information missing when it comes to actually preparing your taxes. She will do the initial prep work for most of the tax returns for our clients before Josh reviews them.
Occasionally she will deliver some of the advisory best practices and a few other specific advisory strategies and special projects. If I identify a strategy that applies to a group of my clients, she may reach out to you to go through the idea with you and see if you want to learn more.
She comes to us with a mix of tax, accounting, and operations experience and she enjoys diving into complex tax research projects to solve meaningful problems.
When she’s not working, Kelli likes to spend time with her family, go for a jog, do some sightseeing, take in a funny movie or work on art projects.
We’re excited to have Kelli on our team and I’m looking forward to seeing her continue to learn and grow and play an increasingly significant role in the tax-preparation process over the next several years.
Jodi McSween – Administrative Assistant
Jodi is our admin and Josh’s assistant. She helps coordinate scheduling, answers questions about how things work and what you need to do, as long it does not require an accountant to weigh in. She will be collecting signatures, making sure things get filed, sending out tax returns and making sure all the projects keep moving along.
Jodi is our newest team member, with a background in customer service, office management, and executive assistant roles.
With previous experience working in a tax practice, she’s well equipped to take the reins and is looking forward to getting to know our clients as we prepare for the upcoming tax season.
Hobbies include reading, photography, and taking classes just for the enjoyment of learning something new
Alison Van Orsow – Assistant to the Administrative Assistant / Digital File Wrangler
There’s been a trend recently for tax season to get more and more compressed due to last-minute tax law changes and certain information statements (mostly from brokerage accounts) being sent out later and later. That makes it pretty challenging to keep up with all the document intake and organization.
We brought on Ali during tax season this year to help us track down and organize all the various tax documents that are needed to prepare quality tax returns, and we’ve got plans to apply her skills to additional projects going forward.
When she’s not assisting assistants who are helping tax-accountants focus on doing tax-accountant things, Ali enjoys hiking, stand up paddle boarding, snowboarding, camping, and cooking up meals for her family and friends.
We are no longer working from our Bend office. Please do not attempt to visit us at the office.